Consultation Meeting
 

Bookkeeping

SUM Bookkeeping & Office Services provides and initial one hour consultation meeting.  To better serve you, I have prepared a Business Client Profile Worksheet which will give you an opportunity to review the information I need to provide you with an appropriate proposal of services.  Following the meeting, I can put together a Letter of Engagement.  This Letter will outline your obligation as a business as well as mine as an independent bookkeeper.   All Engagements require an upfront retainer prior to providing any paid services.

Tax Preparation

SUM Bookkeeping & Office Services provides and initial one hour consultation meeting.  To better serve you, I have prepared a Personal/Business Tax Checklist which will give you an opportunity to review the information I need to complete your Income Tax Return  All tax returns 2012 and later include E-filing.

Office Services / Reorganization

SUM Bookkeeping & Office Services provides and initial one hour consultation meeting.  To better serve you, I have prepared a Office Services and Organization Checklist which will give you an opportunity to review the information I need to provide you with an appropriate proposal of services.  Following the meeting a quotation will be prepared outlining the proposed services. A 50% deposit is required for all office services.