Sample proposal in the Classic style. Harbor Lane Bookkeeping and Tidewater Dental Group are made up. All styles   Use it free

Clean books, every month

Monthly bookkeeping and payroll so you always know where the practice stands.

Prepared for
Renee Park, Tidewater Dental Group
Prepared by
Harbor Lane Bookkeeping

Where you are today

Three locations, two payroll systems and a quarter of receipts in a shoebox. You told us closing the month takes your office manager a full week.

The plan

How we get there.

  1. Week 1: catch up

    We reconcile the last six months and fix the chart of accounts.

  2. Week 2: connect

    Bank feeds, payroll and your practice software flow into one ledger.

  3. Every month: close

    Books closed by the 10th with a one page summary.

Results for teams like yours

Bayside Pediatrics

Cut month end close from 8 days to 2.

Northgate Vision

Found $14,200 in duplicate vendor payments in the first month.

10thbooks closed by
6months caught up
1ledger for 3 locations

Timeline

  1. Week 1Kickoff
  2. Week 2Catch up done
  3. Month 1First close

Your options

Pick the option that fits. The total updates as you choose.

Choose an option
Monthly$1,199
Due at signing$1,199

Questions

What do you need from us to start?

A 30 minute kickoff call and access to the people and files listed in the plan.

Can we change options later?

Yes. Tell us before the next billing date and we adjust from then on.

Terms

Scope. The work is limited to what this proposal describes. Anything else is quoted before it starts.

Payment. Invoices are due within 15 days. One time fees are invoiced on signing.

Ending the agreement. Either party may end a recurring engagement with 30 days written notice.

Electronic signature. Both parties agree that signing electronically is as binding as signing on paper.

Sign

Signing is turned off in preview.