14d • PREFERRED PARTNERS
Potential Client
I just received this email today and am entering panic mode again. 😭 I know it will get easier after getting a few clients or even a few calls with prospects.
----------------------
I’m considering hiring a bookkeeper for a clean up project for my church's QuickBooks. We would be looking for someone to help us 1) review and clean up QuickBooks, 2) reconcile bank and loan statements, 3) correct transactions classifications, 4) deliver clean reliable financial reports and 5) walk us through how to maintain the bookkeeping throughout the year.
We are a non-profit, with monthly donations and fundraising events as primary sources of income, we don't have a payroll and our expenses are mostly building related costs (rent, utilities, maintenance), church/event-related expenses and a personal loan we borrowed to buy the temple. We would be looking to review at least the past 2-3 years of financial records to ensure our statements are clean and reliable as we think about the possibility of pursuing another loan to expand our temple.
At this stage, we are primarily looking for an indicative fee range to assess whether the project makes sense for us financially. Some of the main issues we want to address are:
Chart of accounts is disorganized and needs restructuring
Need better bank and loan reconciliations
Transactions appear to be recorded on an accrual basis, while reporting is done on a cash basis
Thank you for your time, and I look forward to your response.
Best regards,
4
10 comments
Potential Client
skool.com/1-hour-bookkeeper
In 2016 I left CORP AMERICA to launch my own bookkeeping practice. I’m sharing ALL the secrets I learned on becoming A PAID PROFESSIONAL BOOKKEEPER!!!
Leaderboard (30-day)
1
+26
2
+19
3
+16
4
+15
5
+14
Powered by