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 include: 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!
Many of our team members are 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.
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.
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.
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 emails 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 have had clients that use Xero, Freshbooks, and QuickBooks Desktop to name a few.
We can start as soon as you are ready however, there are no partial month fees or refunds.
Yes, an engagement letter is required. This will be sent for electronic signature when you sign up, it will list our terms and conditions, including cancellation policy.