Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's can include services such as: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing.
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, or you can just call us!
You will be provided with a list that details out what we need so that you can get us the information we need to get started in the client portal. You will not be able to access the client portal however, until we have added you. This will come in the form of an email from CLIENT HUB.
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 48 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your inquiry and will address it shortly.
You will have a client portal that you will have access to in order to send direct messages and upload files for us 24/7.
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 9-5 work hours to address client inquiries and phone calls.
Yes and no. 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 do not hold include your QuickBooks subscription you will need to sign up and add us on as an accountant user. See next question if you do not have QuickBooks Online.
We can accommodate most options however there may be additional fees in relation to access and/or learning new accounting systems. Please call us so that we can ask some important questions to see if we are able to accommodate your software.
We can start as soon as you are ready however, there are no partial month fees or refunds.