Accounting services engagement agreement – updated 11/2019

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Thank you for choosing me to help you with your accounting. This client accounting services agreement is meant to encompass one or more of the four areas of small business financial management: TRANSACTIONAL SERVICES including bookkeeping, payroll, and bill payment COMPLIANCE SERVICES including tax preparation, audits, reviews, and financial reporting OUTSOURCED CFO SERVICES including financing, […]

Reduce business checking fees

Posted Leave a commentPosted in Accounting, bookkeeping, Small Business

Today’s banking services are less expensive in the past but banks’ revenues are actually greater today. Why? Banks add extra fees for add-on services that can be avoided but only with proper management oversight. For example, most of the nation’s bill payment processors charge a hefty fee for cancelling and replacing a lost check. Many […]