© 2014 - 2019 by Bookkeeping Clean and Simple. Proudly created with Wix.com

Legal Disclaimer: All information provided herein is intended for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. All information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

Training and Consulting Services

 

In addition to bookkeeping services, I offer customized training in several areas including (but not limited to) QuickBooks Usage, Bookkeeping Basics, Internal Controls, and Understanding Financial Documents. I am also available for consulting for a variety of business-related topics and disciplines. And if you do not see a service listed on any of the other pages that you may be interested in, be sure to ask me.

 

Rates for training and consulting services are listed below for virtual /web delivery plans (For Onsite Packages, there is an extra $200.00 per day premium added to each of the rates below). These packages can be combined and customized to fit your specific purposes and needs. Contact me TODAY for more information and to schedule your free initial consultation!

1/2-Day Sessions
I$399.99
Two-Day Sessions
$1,299.99
One-Day Sessions
I$699.99
Five-Day Sessions
$2,999.99

All above packages include the following benefits and services:

  • Initial meeting via Zoom / web conferencing with all stakeholders to jointly determine the specific needs for training and / or consultation.

  • Development of customized curriculum and/or materials based on needs jointly developed from initial meeting.

  • For Training, delivery of instruction based on jointly-agreed-upon parameters discussed and outlined in our engagement. For Onsite delivery, the suggested class size is up to 8 students at a time for MAXIMUM benefit and instructional efficiency.

  • For Training, students will have access to a special DROPBOX or GOOGLE DOCUMENTS folder to facilitate exchange of important information, handouts, etc. needed for their instruction.

  • For Training longer than one week's duration, weekly "office hours" will be available by phone for any questions or concerns that may come up in the course of the instruction period.

  • For Consulting, delivery of consulting services based on jointly-agreed-upon parameters discussed and outlined in our engagement.

  • For Consulting, a follow-up report will be provided within a week of the final consulting session(s) as necessary.

  • For Consulting, "office hours" for phone questions will be provided for two weeks after the follow-up report has been received.

  • For all Virtual / Web Conference delivered sessions, client can choose to have sessions recorded for future reference AT NO ADDITIONAL CHARGE! (Recording option for Onsite sessions is NOT available).

  • My ongoing commitment to supreme attention to detail, follow-through, and customer service!

 

Requirements and Exclusions - these include but are not limited to the following:

  • Pre-payment of 1/2 of fees for periods of five days or longer is due before work starts, with the remainder due at the half-way point of the engagement before work resumes. 

  • Pre-payment of 100% of fees for less than five days' duration is due before work starts.

  • 100% pre-payment by the 5th of each month for subscription or month-to-month engagements is due before work starts.

  • All Onsite delivered training and consulting to be conducted onsite at your location or at a location of your choosing will be your responsibility to arrange ahead of time. There is also a $200.00 per day premium charged for Onsite-delivered training and consulting.

  • All training and consulting services are provided "as-is," intended to be for general guidance only. Whilst we endeavor to provide accurate and complete information, we make no representations or warranties of any kind, nor do we make any guarantee of suitability or fitness of the information provided, either expressed or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose. Any reliance you place on such information or recommendations is therefore strictly at your own risk.

  • NO WORK WILL COMMENCE WITHOUT SIGNED AGREEMENT BY BOTH PARTIES.

  • NO REFUNDS ONCE AGREEMENT IS SIGNED BY BOTH PARTIES AND WORK STARTS.