Proposal for Frankie’s Friends – custom bookkeeping | greenspace

Proposal for Frankie's Friends

Proposal presented by: greenspace

Scope of Services

Building a business is hard, so let’s make it easier! Get our professional bookkeeping team at a fraction of the cost of a CPA firm or in-house employee. Our powerful online systems make it easy to get started, and you’ll always have a friendly U.S. based team member to chat with if you have questions.

Consistent data input

Detailed input and categorization of bank and credit card data (up to 4 accounts) Support for custom data sources (Blue Pearl reporting, etc) Fully reconciled balance sheet accounts (assets, liabilities, etc)

Detailed period reconciliations

Custom reconciliations for a 13 period annual cycle Detailed bank, credit card and payroll reconciliations Manual reconciliations of Blue Pearl revenue & expense reports (individual vs aggregate reporting for approx 70 hospitals)

Flexible and reliable reporting

Flexible reporting to compensate for manual reporting delay from Blue Pearl Limited updates available between periods (categorization changes, detail additions, report preparation/customizations) Reporting for classes, restricted funds, etc

A dedicated team of friendly experts

Team of bookkeepers, accountants and support managers Unlimited questions and quick answers from your team anytime (guaranteed 1 business day response) Helpful resources and tips

Additional Recommendations

Migration from Sage to Quickbooks Online $899 (one time project cost)*

Migration from Sage to Quickbooks Online (QBO) Kindful integration to QBO assistance Migration of current fiscal year data in full detail *Quickbooks Online subscription required.

Subscription Cost

Monthly Subscription Fee

Total: $1579

Approve Proposal

Please approve the proposal and you will be directed to a payment page. Once we receive payment confirmation, our team will get started!

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