You are looking at the proposal exactly as Logix Bookkeeping would send it. Switch to Client portal above to see the same proposal through the prospect's private link.

LOGIX

CLEAN BOOKS. CLEAR DECISIONS.

getlogix.ai

A bookkeeping plan built around your practice

Prepared for Maple Street Dental (sample) · Dr. Dana Whitfield
Prepared by Jordan Ellis, Owner, Logix Bookkeeping
October 15, 2026

Sample proposal · Sample data

We heard you

From our discovery call on Wednesday, October 14 (sample), in your own words:

"I am doing invoices on Sunday nights, and the books are still five months behind."

Dr. Dana Whitfield, Maple Street Dental (sample)

So this plan starts with a full catch-up, then closes your books by the 10th every month. Sunday nights are yours again.

"I honestly could not tell you which services make us money. The reports might as well be in another language."

Dr. Dana Whitfield, Maple Street Dental (sample)

So every close comes with a one-page summary in plain English that shows profit by service line, no accounting degree required.

"Payroll is me, a spreadsheet, and a prayer every other Friday. One mistake and my team feels it."

Dr. Dana Whitfield, Maple Street Dental (sample)

So payroll moves to Logix Bookkeeping completely, for all 9 team members, with taxes and filings handled.

What Logix Bookkeeping will do

✓Catch-up cleanup. June through September 2026 brought current, account by account, so you start clean and stay that way.
✓Monthly bookkeeping and close. Every account reconciled and your books closed by the 10th of the following month.
✓One-page monthly summary. Cash, profit by service line, and anything that needs your attention, written in plain English.
✓Payroll, handled. All 9 team members paid every other Friday. Payroll taxes and filings included.
✓Weekly cash snapshot. A short email every Monday: cash on hand, money owed to you, and bills coming due.
✓Quarterly tax check-ins. Estimated payments calculated and calendared ahead of each deadline, so April holds no surprises.

Engagement terms

Monthly bookkeeping, payroll and reporting	$850 per month
One-time catch-up and setup	$1,500
Starter term	3 months, then month to month
Start date	Monday, November 2, 2026
Billing	ACH on the first of the month
Ending the engagement	Either side may end with 30 days notice after the starter term

Sample figures — for illustration only. These placeholder numbers match the sample questionnaire in Jordan's example hub. They are not Logix Bookkeeping's confirmed pricing: a live proposal is only generated after Jordan confirms the pricing in the Brand & Profile.

How the first weeks run

Week of Nov 2Kickoff call. QuickBooks access is set up and your document checklist opens in your portal.
Week of Nov 9Catch-up cleanup begins with June and July.
Week of Nov 16Cleanup finishes August and September. Your first payroll run with Logix Bookkeeping lands Friday, November 20.
Thu, Dec 10Your first monthly close, with the one-page summary in your inbox.

Next steps

1Book your kickoff call below, for the week of November 2.
2Upload the starter documents in your client portal. The checklist is short, and most of it is statements you already have.
3Logix Bookkeeping starts the catch-up cleanup right after the kickoff call.

Ready when you are, Dana

Booking your kickoff call starts the plan above on Monday, November 2, 2026. No payment is taken today. On the call we walk through everything together and open your client portal, where your starter-document checklist is waiting.

Mock button: in the live version this opens Logix Bookkeeping's booking calendar. Booking notifies Logix Bookkeeping and puts the lead at "Kickoff call booked" in the Logix CRM.

✅ Kickoff call booked (mock). Thank you, Dana. Jordan at Logix Bookkeeping gets a notification and a calendar invite is on its way. Use the Client portal view at the top of this page to see what happens next.

Proud Member

Logix Bookkeeping is a proud member of the Bookkeepers Growth Network.

Sample proposal generated with the Logix Bookkeeping Proposal Guide (concept preview). The client, quotes, and numbers on this page are sample data for review.

Maple Street Dental · Client Portal (sample)

Hi Dana, welcome to your portal

Your proposal from Logix Bookkeeping is ready below. This page is home base for your bookkeeping: documents, messages with Jordan, and your monthly summaries all live here.

Your proposal from Logix Bookkeeping

PlanMonthly bookkeeping, payroll and reporting

Monthly fee$850 per month

One-time catch-up and setup$1,500

Start dateMonday, November 2, 2026

StatusAwaiting kickoff booking

Sample figures — for illustration only, from the sample questionnaire. Not Logix Bookkeeping's confirmed pricing.

Mock buttons: in the live version, booking opens Logix Bookkeeping's booking calendar. Nothing is sent or stored in this preview.

Starter documents

What Logix Bookkeeping needs to start your catch-up cleanup. Upload what you have; the list keeps track for both of you.

📄

Bank statements, June to September 2026From your bank portal, PDF is perfect.

Needed

📄

Payroll reports, most recent quarterYour current spreadsheet is fine to start.

Needed

📄

2025 business tax returnThe full return, including schedules.

Needed

✅

QuickBooks access inviteSent by Dana on October 14 (sample).

Received

Upload documents

⬆️

Drop files here, or click to choose files

Uploads go straight into your Logix Bookkeeping client folder. Jordan sees them right away in her hub.

Mock upload: in this preview, files are listed here only. Nothing is stored or sent anywhere.

Proud Member

Logix Bookkeeping is a proud member of the Bookkeepers Growth Network.

Sample client portal (concept preview). The client, documents, and numbers on this page are sample data for review.