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All meeting types, except for Single Source Services, include a periodic review of QuickBooks, corrections to the data entry as well as posting required journal entries to record various transactions (including fixed asset acquisitions, deprecation and amortization, new loans, and the interest paid on existing loans).

You will be responsible for entering all of the collections, expenditures, and credit card transactions for your business, and for reconciling your accounts.? We will periodically print out the appropriate ?management use only reports? from QuickBooks and review those reports with you.

In addition, our fee includes the preparation of one set of tax returns for either your entity or yourself, plus tax projections, basic practice management tools, newsletters and tax updates.? The specific meeting option is determined by the frequency of the meetings as follows: