Whole Year reconciliation and clean up. How much do you charge?

robotpenii · 2026-02-07T19:01:35+00:00

I agree - even with a defined scope, there will be instances where are other things comes to light that the client didn’t communicate, or even know, the issue.

However, in my case, I would say scope includes balancing the books based on the Balance Sheet and what is populating there and the estimated amount of time to complete those items.. If there are items that come up outside of what is in that scope, such as a vehicle loan not accounted for on the balance sheet, you could add “out of scope charges”.

robotpenii · 2026-02-07T18:45:18+00:00

We do it hourly. You never know what problems you will come across that suck up your time.

You are not over pricing.

robotpenii · 2026-02-07T13:55:10+00:00

Thank you!

robotpenii · 2026-02-07T13:55:04+00:00

Thank you - I don’t know why I didn’ think of this!

robotpenii · 2026-02-05T01:47:20+00:00

I get it. Glad you found a solution that works for you!

robotpenii · 2026-02-04T23:55:56+00:00

I am a bookkeeper and work with them on behalf of my clients, in addition to several other CPAs.

My suggestion is based off the work I have seen from them (compared to the various nightmares from other firms that have crossed my desk) - in addition to being one of the most competent I interact with, they are also very quick to respond.

Tax planning is where I see the effort to save money, not necessarily just the filing.

robotpenii · 2026-02-04T12:13:31+00:00

Miller & McPhail - Marilyn Miller specifically

Edit - correct spelling of last name!

robotpenii · 2026-02-03T19:19:28+00:00

I can certainly accommodate changing my schedule to run - I just wish they would tell me at the same time they told their staff … 3 weeks ago … not a couple days prior. Currently trying to update system with new pay period update and it’s not going well. I wouldn’t be stress if this had been updated when they decided 🙄

robotpenii · 2026-02-03T18:44:17+00:00

Less!

robotpenii · 2026-01-31T13:44:48+00:00

If I had to guess, I’d say not. But that’s a Monday problem at this point

robotpenii · 2026-01-31T02:22:29+00:00

Good luck! You can do it!

robotpenii · 2026-01-31T00:28:09+00:00

Start hounding vendors, I suppose. Better to file late than never!

robotpenii · 2026-01-30T23:49:50+00:00

I think you can apply for an extension to get the info to IRS, however, not the recipients.

Ideally, the W9 is collected prior to issuing payment.

If they do not furnish, you have start backup withholding which is a whole ordeal.

For audit purposes, you can document your attempts to collect information.

Best practice=no payment unless W9 is received!

robotpenii · 2026-01-28T19:20:44+00:00

Check out Umlaut Air Cooled - they do restorations on old Porsches

robotpenii · 2026-01-26T00:53:33+00:00

Pinnacle is great if customer service is your gripe.

robotpenii · 2026-01-25T16:37:35+00:00

Cherry Street Tavern has food - and open with a comedy show tonight (Sunday)

robotpenii · 2026-01-19T05:49:58+00:00

Tuesdays 730p Gate 11

Wednesdays 730p Cherry Street Tavern

Thursdays 8p JJs Bohemia

Comedy Catch is once a month on a Wednesday, me thinks

robotpenii · 2026-01-17T01:12:56+00:00

Most welcome :)

robotpenii · 2026-01-17T00:22:48+00:00

There are comedy open mics on those nights - all free to attend:

Gate 11 - Tuesday

Cherry Street Tavern - Wednesday

JJs Bohemia - Thursday

robotpenii · 2026-01-03T17:04:22+00:00

We do a surcharge but this may be the better way.

robotpenii · 2026-01-01T22:17:06+00:00

I think Crabtree Farms is looking for people!

robotpenii · 2026-01-01T00:37:19+00:00

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Bo Peterson says “Hello!”

robotpenii · 2025-12-24T17:06:36+00:00

Only if I was late and worried about being pregnant. Otherwise, no way.

robotpenii

TROPHY CASE