QUICKBOOKS PROPOSAL

QuickBooks Proposal

A proposal from Northwind Studio outlining a QuickBooks bookkeeping engagement covering setup, cleanup, and ongoing monthly bookkeeping.

Engagement Overview

This proposal outlines the QuickBooks bookkeeping engagement Northwind Studio will run for Acme Co. As a QuickBooks-certified bookkeeper, we cover initial setup and cleanup of your file, ongoing monthly bookkeeping, and a year-end package handed off to your CPA.

Objectives

• Maintain a clean, well-structured chart of accounts inside QuickBooks Online.
• Deliver an accurate monthly close with reconciled accounts and clear reports.
• Keep the books tax-ready so year-end handoff to your CPA is straightforward.
• Respond quickly to bookkeeping questions from your team as they come up.

Scope of Work

The engagement runs across three phases. Each closes with a written deliverable and a review call before the next begins.

What is included

• QuickBooks Online setup and configuration
• Chart of accounts build or rework
• Monthly bank and credit card reconciliations
• Monthly P&L and balance sheet with written close summary
• Year-end package prepared for your CPA

Not included: QuickBooks Online subscription cost, tax filing, payroll processing, and historical rework beyond the onboarding scope. New scope can be added in writing at any time.

Investment

The engagement is a fixed monthly retainer, plus a one-time setup and cleanup fee and a year-end package. Line items below map to the phases in the scope of work.

Payment Schedule

Invoices are due within 15 days. Setup begins within 2 weeks of signature, subject to the kickoff month you provide on the acceptance page.

Acceptance

To proceed, complete the fields below and sign. This proposal is valid for 30 days from the date on the cover.

PURCHASE ORDER NUMBER

KICKOFF MONTH