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Laura_Siegel
Laura_Siegel
March 4, 2018

Quotes for New Bookkeeping Clients

  • March 4, 2018
  • 1 reply
  • 0 views

Hi again.  I have set up a meeting with my client re: the bakery bookkeeping and I want to be able to give them an idea of how much time it will take me to do the work for them.  Weekly or daily.  I am hoping you can give me idea of what it takes so I can quote them as close to it as I can.  I would love some ideas.  I appreicate any feedback.  I am meeting wih them on Tuesday.  Thanks and happy Sunday.

      1 reply

      A
      Anonymous
      March 5, 2018

      Hey @Laura_Siegel,

       

      Good question, but I will answer with another question. Do you know the current state of their accounting and everything related (i.e. inventory, payroll, etc)?

       

      The first few weeks will probably require several more hours than a month out once you have everything organized in a way that makes sense to you and the client. It also depends on the volume and complexity of their operation. Do you have those details?

       

      Hope this helps!

      Laura_Siegel
      Laura_SiegelAuthor
      March 5, 2018

      Thanks for your reply.    Great questions. I can answer some of what you ask.  Since they are not opened yet, we are working thorugh the details now.  It is a small Cafe with mostly baked goods and drinks. Payroll is being done through Square but I will have to enter manually since I am not using QBO.  Inventory has not been worked out yet and I am not sure if I am going to be using a 3rd party software or Square.  It depends on the level of detail they want but at our meeting we should start to figure that out.

       

      As we work through all of this, I need to quote them something and don't know exaclty where to start.  Of course it will evolve but they need to have a starting point.  Thoughts?

      W
      WineGuy
      March 10, 2018

      Hi Laura.  Too many unknowns & variables here to quote a flat rate.  I would suggest you go hourly.  Less stress for you in the long run!

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