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Accounting Technical Support Add-On

What is Technical Support?

If your organization is an accounting and compliance service client, your organization receive up to 4 hours of technical support each year. This time may be used for work performed by anyone on our team, including the CPA. Unused time does not carry over from year to year.

You may purchase additional technical support time in 2 hour increments. Purchased technical support time may be carried over from year to year.

When the new year begins, we will apply technical support time to the time available under accounting service plan first. Once this time is used, we will apply technical support time to the paid support hours available. This way, your unused paid support time will carry over from year-to-year.

Here's how our clients use this additional support.

Answer questions about how to code transactions.
Answer tax and compliance questions as issues arise.
Help with data entry issues.
Prepare state sales tax returns.
Prepare amended payroll tax returns.
Troubleshoot account reconciliation issues.
Re-compute tax withholding requirements for ministers for changes in compensation.
One hour strategy session per year between the CPA and senior management to review the financials, discuss next year's goals, or other business matters.
Compute how much the church can afford to borrow.
Help figure out if the church can hire another worker or increase someone's pay and how will that impact the financials.
Discuss details for a new lease agreement or building acquisition.
Provide guidance for preparing an annual budget.

Technical Support Service Plan Options

Accountant Support - Technical support time may be used for help with bookkeeping, account reconciliations, amended payroll returns, cleaning-up the books and other tasks performed by the accountant.

CPA and Accountant Support - Technical support time may be used for the accountant support plan plus strategy sessions with Belinda Whitfield and/or special projects where the CPA must be involved.

Step 1:

Step 2:

Payment Authorization
You agree to the following pre-authorized checking withdrawal agreement with Whitfield & Associates LLC:

You hereby authorize Whitfield & Associates LLC to initiate debit entries to the bank account indicated below.

Enter your name or your company's name, address and account information as shown on your bank account.

Name on the Bank Account:

Address on Account:

City, State and Zip Code:

Bank Routing Number:

Account Number:

I have double-checked my bank account information and confirm it is correct.

By signing this form, I understand I waive my right to receive additional prior notice of the deduction indicated above. I also authorize a $30.00 service charge for returned unpaid drafts from my bank. I agree to the above-marked automatic checking debit and will abide by any charge that is accrued for insufficient funds.

All payments are non-refundable.

Step 3: Sign below:

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Timestamp

Audit

November 15, 2022 2:50 am CST

Accounting Technical Support Add-On Uploaded by Belinda Whitfield - support@churchcpa.com IP 40.138.137.183

July 21, 2023 7:02 am CST

Accounting Team - accounting@churchcpa.com added by Belinda Whitfield - support@churchcpa.com as a CC'd Recipient Ip: 40.138.137.183