Overview and Objectives
Cutting Edge is a sole proprietorship that is owned and operated by Lisa Turner. The company provides services and products for hair in its everyday operations. The owner would like to transition her company to use QuickBooks accounting software to record the daily transactions of the business. The client’s needs are an ongoing list of the clientele with current contact information, to record services and products sold, keep track of inventory and supplies on hand, and oversee the expenses of the company. All of these needs can be fulfilled by implementing QuickBooks 2015. This project will be no problem, I can use my experience and knowledge of this software to easily accomplish every objective the customer has provided.
Scope of Services
I will install the provided QuickBooks Pro 2015 software on a computer that will be supplied by Cutting Edge. I will then setup the company, Cutting Edge, in QuickBooks using the information the owner has provided about the business. A customer list, vendor list, employee list, and chart of accounts will be prepared by reviewing the company’s past transactions and the owner’s specifications. I will then help perform the company’s future transactions in QuickBooks for 30 days so I can help the owner get a good perspective of the …show more content…
The owner must provide a completed “User Requirements Checklist” that I have provided and receipts for all the transactions that have occurred for the business since the beginning of this year. I would also need detailed notes on how you would like the services, inventory, and supplies at your business to be listed (item name or pt#), and an idea of your preferred wording for descriptions of these items in the system. I ask that you spend at least 2 hours a week watching and training with me, so I can help you gain knowledge of the
Cutting Edge is a sole proprietorship that is owned and operated by Lisa Turner. The company provides services and products for hair in its everyday operations. The owner would like to transition her company to use QuickBooks accounting software to record the daily transactions of the business. The client’s needs are an ongoing list of the clientele with current contact information, to record services and products sold, keep track of inventory and supplies on hand, and oversee the expenses of the company. All of these needs can be fulfilled by implementing QuickBooks 2015. This project will be no problem, I can use my experience and knowledge of this software to easily accomplish every objective the customer has provided.
Scope of Services
I will install the provided QuickBooks Pro 2015 software on a computer that will be supplied by Cutting Edge. I will then setup the company, Cutting Edge, in QuickBooks using the information the owner has provided about the business. A customer list, vendor list, employee list, and chart of accounts will be prepared by reviewing the company’s past transactions and the owner’s specifications. I will then help perform the company’s future transactions in QuickBooks for 30 days so I can help the owner get a good perspective of the …show more content…
The owner must provide a completed “User Requirements Checklist” that I have provided and receipts for all the transactions that have occurred for the business since the beginning of this year. I would also need detailed notes on how you would like the services, inventory, and supplies at your business to be listed (item name or pt#), and an idea of your preferred wording for descriptions of these items in the system. I ask that you spend at least 2 hours a week watching and training with me, so I can help you gain knowledge of the