1. Prepare a proposal for the client. You are trying to obtain this company as a client. Make up the information about yourself.
2. Assume that you are an independent contractor. You own your own business. You offer the following services to the public:
   1. Tax return preparation
   2. Financial advising
   3. Bookkeeping services (QuickBooks)
3. You wish to offer your bookkeeping services to the company known as Lynns Music Studio. The company has a CPA firm prepare the tax return but they have a need for a bookkeeper as the CPA firm charges too much. The CPA firm recommended your firm since you have a reputation for reliability and reasonable fees. You can obtain information about this company on pages 6-65 to 6-71 in your textbook. (Case 6-1).
   1. Gather all necessary information from Lynns Music Studio in the textbook.
   2. Determine all requirements necessary for the client Lynn Music Studio. You are offering only bookkeeping services. If you offer tax services you may upset the CPA firm that does the tax return and they may never refer you again.
   3. Write a proposal to the company being sure to include the following items:
      1. Cover letter
         1. Be sure to clearly identify yourself
         2. Introduce yourself as a self-employed bookkeeper. List your credentials such as a certified bookkeeping professional, any certifications such as for Microsoft or QuickBooks and the like.
         3. Be sure to state how long you have been in practice.
         4. Be sure to quote a fee for your services.
      2. Description of the organization as you understand it. Ask the client to clarify the information you have.
      3. Describe your responsibilities and the services you are offering and the services you are not offering
         1. You are not preparing the tax return
         2. You are not doing an audit
         3. Bank reconciliation?
         4. Uncollectable accounts analysis?
         5. Other items you are offering or not offering
      4. Describe your clients responsibilities
         1. Providing you with the information needed such as
            1. Checks written
            2. Sales invoices
            3. Other items you need
         2. Providing you a place to work in her office or providing you with the information so you can work in your office.
      5. A cost benefit analysis. The CPA firm is charging a certain amount (Make it up). Show how you can do the same work at a lower price.
   4. Write a thank you letter to the CPA firm for referring you to this client.