Search results for: “pricing or fees”
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Accounting services engagement agreement – updated for 2020
This page is outdated. A more recent version is available: Sample accounting services engagement agreement 2021 Dear : Thank you for choosing me to help you with business services and accounting. This engagement agreement is meant to clarify the details of our work. Even though it is long, it is written in plain language for…
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Why hourly billing rates are a bad idea in small business accounting
This excerpt below comes from a 10/23/2019 article in Accounting Today by Loren Fogelman titled “Your Hourly Rate is Unfair to You and Your Clients”. It echos and reaffirms many of the concepts I’ve used to develop my Pricing Policy. An Hourly Rate Creates Tension Clients closely watch the clock when you charge for your…
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How to refer me for income tax services
At this time of year I often receive questions like: “Do you handle individual taxes?“ “How much would it cost?“ “How do I get more information to get started?“ “Do I have to come to your office?“ YES, we welcome new individual tax clients and we make…
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Head’s Up on New Pennsylvania Charity Reporting Requirements
Executive Summary: Smaller Pennsylvania charities face revised state requirements for their submitted financial statements that may require additional advance planning. May 16, 2018 is the IRS filing deadline for filing 2017 information with the federal government for most nonprofit organizations. Some organizations haven’t had a need to focus on the details of recent legal changes affecting…
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In defense of price gouging
I’m reading a lot of criticism of price gouging in Houston right now and wish to take a moment to explain the other side of the issue. My small business chooses to stock emergency supplies in the event of a situation like this in our small rural community, including up to 2,000 gallons of gasoline,…
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New small business employee benefit plan
I am pleased to introduce Freedom Benefits’ new small business flexible consumer driven employee benefit plan for 2018. Three new features are incorporated immediately: 1) Increased opportunities to waive the setup and advisory fees by working through an affiliate accountant or agent, 2) increased range of insurance options to include non-ACA compliant health insurance, and…
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It’s not too late for professional tax filing services!
It is still possible to get fast and efficient late season tax services with the full professional attention that your important tax and financial details. I reserve some time late in the season to accommodate new clients and, in fact, this has become a primary marketing tool of my tax practice. Timing: I offer a…
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Tax Service Solutions
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An easier way to get personal and professional help with your income tax filings Thank you for choosing me to help you with your taxes. My goal is to give a stress-free tax filing experience. Clear communication plays an important part in this process. This web page introduces the terms of the engagement we will…
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When using QuickBooks is a no-brainer
An example of hoe online accounting and QuickBooks pricing helps small business owners
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top 10 scams in consumer finance
a short list of financial products and services that do not offer fair value to consumers