Proposal Form

Daybooks Accounting

Accounting United States


Jenny Wilson

Hi Jay,

Thanks for meeting with me. These are the services we talked about and I believe they align with your current requirements.

Please review the proposal and let me know if you're ready to proceed. If you have any queries, don't hesitate to contact me and I'll be happy to help.

Best regards,
Jenny

Service summary

Accounting Service


Bookkeeping Services - $1M - $2M average annual collections.

We conduct bookkeeping activities for your business to ensure that all financial information is accurately recorded.

This includes:

  • Monthly reconciling of bank and credit card transactions
  • Monthly reconciling of receivable and accounts payable invoices
  • Sending debtor reminders
  • Maintaining data feeds into your accounting software files
  • Providing support and troubleshooting services
  • Reporting Services - Financial and Management Reporting

Quarterly management accounts will be provided to you in addition to regular bookkeeping services. Based on the data entered and reconciled in your accounting software package.

 

This includes:

  • Income statements (profit and loss account)
  • Cash summary
  • Balance Sheet
  • Accounts receivable and aged debtors details
  • Accounts payable and aged creditors details

Payment schedule

Accounting Service


Billed every month                                        $500.00 
From acceptance, until change required 

  • Bookkeeping Services - $1M - $2M average annual collections.
  • Reporting services - Financial & Management reporting.

Payment Details

Accounting Service


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Sign & Accept

Accounting Service


Please read your terms of service as it contains important information. View PDF
Confirmation of Terms

Please review and digitally sign this letter below to indicate that it is in accordance with your understanding of the arrangements. This letter will be effective for future years unless we advise you of any change.

Yours sincerely,

Acknowledgment of Terms of Engagement

By signing below, I confirm I have the authority to contract on behalf of Pinnacle Management. I hereby agree to the terms of engagement dated On Acceptance of Growth Accounting United States as set out above in this letter of engagement.

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