Package One

Getting Started with Quicken:

For clients who wish to get started by having their personal finances entered into the Quicken program, and either choose to continue by way of self-maintenance or hire me to keep data updated.

  • Set up of checking, savings, credit card and cash accounts on quicken program.
  • Data entry of one month’s transactions for checking, savings, credit card and cash account activity.
  • Includes reconciling above accounts, and providing financial statement for the one month of transactions entered.
  • Will come to your home and do set up directly on your computer, or can do the work on my computer, and transfer work onto yours via disk or usb.
  • Includes a 30 minute drive both to and from my home in Tecumseh.
  • Must have your own copy of quicken program for your computer.
  • Up to 5 hours of service.
  • After above package is complete, if you choose to continue to use my services for monthly maintenance, I will charge you the maintenance fees shown below.
  • A 15 minute follow up call anytime within 30 days after I set up your system, to answer any question you may have. This is included if you choose the self-maintenance option.

Fee For Package #1: $175

Monthly Maintenance Fees:

Per hour rate: $35.00

Driving time per hourly rate: $15.00


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