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Description |
Software Access with view only |
Low volume user
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Medium Volume user
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High Volume User
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Call for Quote
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Criteria for Categories |
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# of Users |
1 |
1 or 2 |
1 to 4 |
Unlimited |
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Simultaneous access |
no |
no |
yes |
yes |
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Transactions per month |
none by client |
200 or less |
200 to 600 |
600 to 1000 |
>1000 |
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Monthly Software Fees: |
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Software usage Fee per month |
$15 |
$50 |
$80 |
$120 |
Quote |
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Services provided |
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Access Rights to software |
yes |
yes |
yes |
yes |
yes |
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Data Storage |
yes |
yes |
yes |
yes |
yes |
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Daily backups |
yes |
yes |
yes |
yes |
yes |
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Retrieval of data if needed |
yes |
yes |
yes |
yes |
yes |
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24 access from any location |
yes |
yes |
yes |
yes |
yes |
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Payroll tax table updates |
yes |
yes |
yes |
yes |
yes |
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Software enhancements as needed |
yes |
yes |
yes |
yes |
yes |
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Remote printing |
yes |
yes |
yes |
yes |
yes |
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Assistance in resolving software problems |
NA |
yes |
yes |
yes |
yes |
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Software Support |
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New Client |
$15 |
$40 |
$75 |
$140 |
quote |
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Mature Client |
$10 |
$25 |
$60 |
$110 |
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(Based on skills of users) |
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Services Included: |
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Staff Training |
Reports only |
yes |
yes |
yes |
yes |
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Software support |
no |
yes |
yes |
yes |
yes |
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Assistance in set up of employees, etc. |
Done for client |
yes |
yes |
yes |
yes |
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Assistance in obtaining special reports |
no |
yes |
yes |
yes |
yes |
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Limited customization |
no |
yes |
yes |
yes |
yes |
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Backups |
yes |
yes |
yes |
yes |
yes |
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Remote Data Storage |
yes |
yes |
yes |
yes |
yes |
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Phone Support |
NA |
yes |
yes |
yes |
yes |
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Accounting & General Business Consulting |
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Minimum time New Client |
$0 |
$35 |
$100 |
$150 |
Quote |
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Minimum time mature client |
$0 |
$25 |
$60 |
$120 |
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Review of data entry by CPA |
NA |
yes |
yes |
yes |
yes |
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Accounting support for clients |
NA |
yes |
yes |
yes |
yes |
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Assistance in setting up reports |
NA |
yes |
yes |
yes |
yes |
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Assistance in other accounting needs |
NA |
yes |
yes |
yes |
yes |
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Phone support |
NA |
yes |
yes |
yes |
yes |
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Training of bookkeepers |
NA |
yes |
yes |
yes |
yes |
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Quarterly reports & w-2's, 1099's |
no |
yes |
yes |
yes |
yes |
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Tax Advice |
no |
yes |
yes |
yes |
yes |
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Annual Compilation Report (CPA Prepared) |
no |
no |
50% reduced |
50% reduced |
Quote |
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Tax Return Preparation |
no |
no |
no |
25% reduced |
Quote |
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Total Estimated cost |
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_____ |
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New Client |
$30 |
$125 |
$255 |
$410 |
Quote |
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Mature Client |
$25 |
$100 |
$220 |
$350 |
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**Each Client will be
accessed and rates may increase or decrease based on
client's need. |
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Additional Services: |
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Bookkeeping fees |
Hourly |
$35.00 |
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(Data entry of checks, invoices, bills) |
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(Process Payroll) |
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(Reconcile bank statements) |
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Software Customization Programming Fee |
Hourly |
$80.00 |
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General CPA Services |
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$80.00 |
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Other Accounting & Consulting Services |
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CPA Prepared Financial Statements |
Call for quote |
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with full Disclosure |
" |
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Financial Audits |
" |
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Pro-Forma Reviews |
" |
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Business Valuations |
" |
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Pro-Formas |
" |
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Other Custom Reports |
" |
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