Prepared for Sarah Mitchell. Review what's included below, then accept to sign your engagement letter.
This offer expires September 15, 2026.
Sarah — thanks for the time last Thursday. I've put together two ways we could work together this year, based on what you described about the shop floor and the payroll headaches.
Both options cover the monthly bookkeeping and the S-corp return. The difference is how much of the payroll and advisory work sits with us rather than with you.
I've written out exactly what is and isn't included under each service below — worth a read before you pick, particularly the payroll assumptions. Call me if anything looks off.
Choose your plan
What's included · Full service
Books are closed and reconciled through the prior year end. Transaction volume beyond 150 a month is re-quoted at the next quarter.
Optional add-ons
Once you accept, you'll sign the engagement letter on the next screen and we'll send the first invoice. We'll get your bank feeds connected the same week, and your first close lands the month after.
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Optional add-ons
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Your acceptance of "2026 engagement" is complete. Brightwater CPA has been notified and a signed copy will be available to you.
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Brightwater CPA will be notified. You won't be able to accept it afterwards.
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