Search results for: “pricing or fees”
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New pricing for QuickBooks Online
QuickBooks Online will have new higher pricing for new accounts effective March 9. Current pricing is listed at http://quickbooks.intuit.com/online/compare/. Monthly rates for new customers: Retail through a ProAdvisor Simple Start (previously $9.95) $12.95 $6.50 Essentials – includes bill pay and 3 users (previously $19.95) $26.95 $13.50 Plus – includes inventory tracking, class tracking, expense by customer,…
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Engagement Agreement
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This is the Best Practices Engagement Agreement of Tony Novak CPA that: is meant to put into writing the best business practices that will lead to our joint success.is written in plain language and organized in a way that is meant to be most practical, useful, logical and searchable. replaces all previous engagements unless specifically…
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Crisis measures in 2022 accounting practice
I was unprepared for the rapid changes in the private practice accounting field that quickly escalated to the largest backlog of work we’ve ever seen. A scan of peer feedback indicates that we are not alone; other private firms report the same current struggle. 2020 and 2021 were difficult but manageable for our practice. 2022…
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Sample accounting services engagement agreement 2022
In our practice, each client service agreement is unique and customized to the specific situation. It helps, however, to have a listing of the best practices based on past experience as the basis for our work agreement. This is a sample only, dated 1/18/2022. Thank you for choosing me to help you with your accounting…
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Updated professional payroll services agreement (New Jersey)
I am adding two new small New Jersey organization payroll services this week so it was appropriate to review and update my generic payroll service agreement. This confirms that I offered to establish and administer payroll services for xxxxxxxxxxx. Payroll service includes the following: Timing: The service will start within 1 to 2 business…
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Revised ‘Best Practices’ in accounting services engagement agreement
I revised the Best Practices section (the wordy section) of my engagement agreements effective September 1, 2021 with a number of small changes but the major change is meant to accommodate the growing portion of clients who prefer an ongoing service agreement rather than repeatedly starting and ending shorter duration services. As before, a sample…
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Small business workload shock hits home
Managing my workload now as a small business service provider is unlike any challenge I’ve faced before in my work career. I hear the same from my accountant peers. Some days it seems like I just go from one life emergency to another life emergency, never even reaching normal work tasks. I find it almost…
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Updated engagement agreement for 3rd quarter 2021
My engagement agreement is updated for the third quarter 2021. The work process section is reworded to emphasize the different types of work that may be included in the engagement. The communications section is expanded to emphasize the importance of broadcast communications in the overall success of the engagement in response to the accelerating pace…
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Accounting, representation, and financial planning client services agreement
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This draft is dated July 2020 and published for discussion purposes only. The engagement agreement has evolved since the date of publication. Thank you for choosing me to help you with your accounting and finances. This engagement agreement is one part of a two-part agreement meant to clarify the details of our work. This first…
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No fee for Payroll Protection Program applications
I am not charging fees – and you shouldn’t need to pay for anyone else’s fees either – for preparing small business Payroll Protection Program applications in accordance with federal law and the guidance of both the AICPA and the NJCPA1. Specifically, the CARES Act states: ‘‘FEE LIMITS. — An agent that assists an eligible…