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Setting fees when client is using QB to enter transactions

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tpipa



Joined: 17 Sep 2005
Posts: 1
Location: Windsor, Ontario

Posted: Sat Sep 17, 2005 5:45 pm    Post subject: Setting fees when client is using QB to enter transactions  

I am relatively recent graduate of Universal Accounting course and long time business admin/accounting graduate (B.Comm.). I have a small part time practice comprising of mostly tax clients and few write up clients. I've been strugling with a fee setting for some time as many of my prospective clients use Quickbooks or Simply Accounting software to enter their transaction. How do I incorporate this into Universal Accounting fee setting formula, keeping in mind that client input could be incorrect and needs to be reviewed. Anyone having similar problem? any solutions? Thanks.
Terry
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David



Joined: 16 Aug 2005
Posts: 186

Posted: Mon Sep 19, 2005 11:34 am    Post subject:  

Terry,

Please contact me as I am one of UAC's marketing coaches. My email is david@universalaccounting.com The pricing issue is very easy and actually shoudl not matter what software the client is using. You still should do the pricing under the 50 cent per transaction model that is taught in the 4th module of your PB course.

As for client input being corrent or not, this is why you charge them a set up fee when you begin working with them. You should be reviewing their past work and if you are not doing all of their work, you should be checking it and auditing the work that they do.
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