BOOKSMART

Intelligent Accounting Services



Proposal for accounting services

Prepared by: Miss Augustine Holland - 135 792 4680 - Booksmart Financial Inc

(private & confidential)
#QU01-00-001
Monday, 28th February 2022
Studio Legal Inc
c/o Mr Harvey Carpenter 1000, 28 1st Avenue, New York mcarpenter@studiolegal.com

Dear Mr Carpenter,


Thank you for your interest in our service. I am pleased to propose a cost effective and tailored solution based on the requirements we recently discussed.

As you know, we are specialists in Accounting, Tax, Auditing and Payroll Service with over 30 years of experience. We pride ourselves on providing our clients with a professional service, guaranteed accuracy and the highest level of confidentiality.

Your attached cost summary is based upon your current needs and can be adjusted as we gather experience together and begin to better understand your business.

We look forward to hearing from you, and to developing a strong and lasting relationship with you and your team.

Sincerely,

Ishmael Alvares Founder & CFO, Booksmart Financial Inc
Connect with me

Our Story

Here at Booksmart, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together.
Calvin Lindberg founded the firm back in 1930 and what started out small and from humble beginnings has continued to grow over the last 90 years into the Top 5 firm of chartered accountants you see today.
As a firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents.

Top 5 accountancy firm

Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the country, enabling them to achieve profitable growth and build sustainable long-term success.

Our client’s problems become our problems, they’re never just a number to us – we really care about the success of the businesses we work with and as a lot of our regional partners are business owners themselves, they can really empathise and advise on a peer level.

A vision of future success for our clients

We aim to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions. The talent of our people, our size, our structure and our values mean our clients can rely on a depth of specialist knowledge and personal delivery from the professionals they work with.
The needs and ambitions of our clients define the advice we apply to help them to make smarter decisions today that create lasting value in the future, which is why we see our clients stay with us year after year.

Discover more of our story

Our Difference

Your business deserves extraordinary support, and Booksmart is here to provide just that.

Locally-skilled

team

We understand you in the way only a top local team could.

Globally-derived

insight

We are connected to the industry globally and pass on the benefits.

World-class accountants

We only settle for the best, since that's what your business needs.

Our People

Booksmart is agile, competitive, and human-centred. We strive to provide that personal touch that leaves you feeling both heard and understood.

Ishmael Alvares

Founder & CFO
Ishmael has spent the last 8 years of his ilustrious 25 year career with Booksmart. He takes a special interest in each of our carefully handpicked clients and ensures the highest level detail and accuracy is undertaken in servicing your needs.

Kelsey Harmond

Senior Accountant
Kelsey has been been with the firm for 5 years and takes pride in understanding her clients and taking personalised service to a completely new level. When she's away from the office she is an avid waterskier and a mother of three beautiful children.

Arlene Merritt

Accountant
Arlene is our newest team member but she is far from a spring chicken. Having cut her teeth in large MNCs across three different continents, she is a dynamic and passionate member of our team and would love to support your team and business in any way possible.
Learn more about the team

Our Proposal

If you are setting up a new business or simply thinking of a restructuring to minimize losses and increase efficiency, you need to take a detailed look at the services we offer.

Booksmart Financial Inc offers proven expertise in areas like book keeping, accounting, Tax Accounting and controller services. Bookkeeping includes the day to day business transactions like customer payments, bills, invoices, bill payments, disbursements and withdrawals.

We maintain ledgers for Accounts Receivable, Accounts Payable and cash account and produce daily or weekly reports according to the clients’ preference.

Outsourcing your work to Booksmart Financial Inc means employing a comprehensive accounts firm which can help you meet your objectives and maximize your profits.
Our goals are to:
  • Provide reliable, efficient and experienced accounting support to your business
  • Ensure sound financial advice based on regular maintenance of your financial data
  • Contribute towards long term and sustainable success of your business by keeping an eye on the projections and performance with regular appraisals and financial reports.
The cornerstone of our business philosophy is extensive and continued communication with the clients. We keep our client in the loop at all stages of our accounting procedures with regular reports for the client’s reference.

In addition, we also act as business advisors by keeping an eye on the market trends and advising our clients on using the most modern and efficient methods related to accounting and financial services.

Our Services

We provide a broad range of accounting services to fulfil your needs year-round.

Monthly

Accounting records Inventory records Accounting reconciliations Monthly Accounting report Tax payment reports (VAT)

Mid-year

Tax payment reports Corporate account & tax Social security reports Mid-year accounting report Tax payment reports (VAT)

Year-end

Auditing Service Accounting report Tax payment reports Social security reports Corporate account & tax
Accounting service We will prepare yearly accounting records such as Journal, General Ledger, sub-ledger, Trial balance and Financial Statements can be provided with deadline not over 30 days of the following month.
Tax service We can provide all kind services for company’s tax and also this will be provided free for personal income tax filling to tax office. This service excludes meeting and negotiating with a tax officer.
Auditing service We will conduct an audit of statutory financial statements in accordance with the highest accounting standard and in line with local regulations.

Retainer Quote

For your particular project we have prepared a tailored quote to retain the services of Booksmart on a year-round basis.
Quote for monthly services
NAME
Items
RATE
QTY
PRICE
NAME
Monthly accounting service
RATE
$1,800.00/unit
QTY
PRICE
$1,800.00
NAME
Consulting with partner
RATE
$350.00/hour
QTY
PRICE
$1,750.00
NAME
Monthly tax statements
RATE
$750.00/unit
QTY
PRICE
$750.00
SUBTOTAL
$4,300.00
TOTAL
$4,300.00

Our Fees

We offer both retained and ad hoc billing models to best fit your requirements. Should the above quote not suit you, we can further tailor this based on the below schedule.
SERVICE
FEE
Monthly accounting
$3,200 per month
Monthly tax review
$1,800 per month
Monthly consultation
$600 per hour
Financial auditing
$800 per document
Quarterly tax lodgement
$750 per logement
Other ad hoc requirements
$350 per hour

Let's move forward together

We hope that this proposal has provided you valuable information, and confidence in an effective and tailored solution for your business.
We would love to discuss the details further and reach a positive outcome.
We're warmly anticipating the beginning of a strong long term relationship and will look forward to your feedback in the coming week.

Connect with us

Booksmart Financial Inc

Phone: 135 792 4680
Email: ishmael@booksmartfinancial.com
Website: booksmartfinancial.com
Address: Suite 693 / 1350 3rd Avenue, New York City