Frequently asked questions
What’s included in the Basic Bookkeeping package?
Every month we will categorize all business related income and expense
transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit
and Loss. These reports will help you understand your business past to make decisions on your business
future. They are required in order to do any tax planning or to fund your business with mid-year
loans. Unlimited email and text support is also included.Â
What’s not included in the Basic Bookkeeping package?
Anything above and beyond basic tracking of income and expense items for the
month is not included in the monthly price above. However, additional services are available as an
add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed
financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax
filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for
additional fees.Â
How do I request additional services?
Once you have selected to enroll in the Basic Bookkeeping package, you will
have an opportunity to review additional services in more detail and select those that suit your
business best.Â
What qualifications does your team have?
Many of our team members are CPAs, legal professionals and Certified
Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all
also belong to a large network of financial professionals so if there is a question we have not seen
before, we have a lot of resources in our back pocket to find an answer for you fast.Â
What information do I need to share?
Ideally, our bookkeeping team will need access to your business bank and
credit card accounts in order to efficiently complete your monthly financials. Many banks allow for
accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and
our efficiency high.Â
If I have a question, how long does it take to get an email response?
We pride ourselves in being very responsive to our clients important
inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are
very busy, we will respond to let you know we've received your email and will address it shortly.Â
What hours do the bookkeepers and other team members work?
Due to the flexible nature of bookkeeping work, many team members work various
hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone
calls.Â
Is Quickbooks Online required to sign up for the Basic Bookkeeping
package?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at
the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or
Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No
need to get another subscription.
We are able to offer 30% off to our new clients for 12
months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up
for Essentials or Plus to start.Â
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.Â
Is an engagement letter required?
Yes, an engagement letter is required. You can click that you accept the terms
of service and that will act as our engagement letter. It will be available for download from the
membership site.Â