Complete Customizable Business, Marketing and Sales Plan, including your Bookkeeping Business Operating instructions Manual and client acquisition Sales system.

Also included:

·      Client's account setup procedures and system; 

·         Documentation and procedures to use for proper on-line data input if applicable. 

·         Bookkeeping Data capture forms and instructions;

·         Online data capture password for sending bookkeeping data to BPM.

·         Toll-free Virtual Image fax system number of use in sending client documents via standard fax.

·         Data management process plan for managing the security of clients' data;

·         Instruction for preparing clients' reports and billings.  

·         Printer Ready Data input forms;  

·         Checklists for new client set up and document movement for processing system.

•   Personalized email and forwarding.  

Business Image & Administrative Management Package including;

·         Your business image package, created with  your input and provided as printer ready artwork so you can have your business stationery, business cards printed.  

·         Your marketing, promotional material and sales brochures designed with your input and provided as pdf printer ready artwork;

·         PowerPoint Sales Presentation 

·         Recommended fees list for services and client Quotation forms  

·         Sample client contract - service agreement