Needs Assessments — This Week
4
↑ 1 from last week
Proposals Generated
3
1 pending processing
Avg. Generation Time
6 min
↓ from 62 min before AI
Hours Saved This Week
14 hrs
Across 4 reps
Recent Meetings — Ready to Process
View all →
Pending (1)
Generated (3)
Sent (8)
Hartmann Group
Today, 9:15 AM · 38 min
Auto-Extracted from Transcript
✨ AI
Company
Hartmann Group
Industry
Professional Services
Entity Type
S-Corporation
Software
QuickBooks Online
Bank Accounts
2 (Chase, BofA)
Monthly Transactions
~150
Credit Cards
3 cards
Employees (Payroll)
4
Services Identified
Bookkeeping · Monthly Reporting · Payroll
Pricing Calculator — Auto-Populated
20-Year Model
Bookkeeping
150 transactions/mo · 2 bank accounts · 3 credit cards
Tier 3
$1,450/mo
Monthly Reporting
P&L, Balance Sheet, Cash Flow · Standard package
Standard
$275/mo
Payroll Processing
4 employees · bi-weekly · direct deposit
4 EE
$385/mo
Monthly Total
Billed monthly · cancel anytime · price locked 12 mo
Proposal Pipeline
Full pipeline →
| Client | Rep | Monthly Value | Stage | Time Saved |
|---|---|---|---|---|
Hartmann Group Today · Pending |
Diane D. | $2,110 | Processing | 56 min |
Kellner & Associates Yesterday · Sent |
Marcus R. | $1,680 | Proposal Sent | 54 min |
Teal Bay Services Apr 18 · Presentation Scheduled |
Diane D. | $3,240 | Presentation | 58 min |
Rivera CPA Group Apr 16 · Closed Won |
Sarah M. | $1,920 | ✓ Closed | 61 min |
Supporting Strategies — Northeast Florida
April 21, 2026
Hartmann Group
Bookkeeping & Payroll Services Proposal
Scope of Services
✓ Full-charge bookkeeping (150 transactions/mo, 2 bank accounts, 3 credit cards)
✓ Monthly financial reporting — P&L, Balance Sheet, Cash Flow
✓ Payroll processing for 4 employees, bi-weekly, direct deposit
✓ QuickBooks Online management & reconciliation
✓ Dedicated bookkeeper + operations support team
Investment
Fixed Monthly Fee
$2,110
Per month · price locked 12 months · no surprises
Next Steps
1 Review this proposal together on our follow-up call
2 Confirm scope and sign the engagement agreement
3 Meet your dedicated bookkeeper — onboarding in 48 hrs
This proposal was generated in 6 minutes from the Google Meet transcript. Scope, data fields, and pricing were extracted and populated automatically.