SERVICE PLANNING DRAFT — not a legal agreement

Client type
Small design studios

Scope
One operating account; one business credit card; 80–120 straightforward monthly transactions. Confirm complexity before quoting.

Deliverables
Monthly reconciliation, profit & loss, balance sheet, open questions, and a 20-minute report review.

Exclusions
Historical cleanup assessed separately. Payroll, tax filings and inventory services not included.

Deadlines
Documents by the 5th in the agreed secure folder. Questions by the 8th; target reports by the 15th if complete. One scheduled monthly review.

Fee and changes
Illustrative $500/month for this scope. Quote extra work separately and obtain written approval before starting.