Frequently asked questions
What’s included in the bookkeeping packages?
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.
What’s not included in the bookkeeping packages?
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 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.
How do I request additional services?
Once you have selected to enroll in one of the bookkeeping packages, you will have an opportunity to review additional services in more detail and select those that suit your business best. You may also request services via email at any time! We are here to help!
What qualifications does your team have?
Many of our team members are CPAs, legal professionals and Certified QuickBooks Pro-Advisors. You can rest assured that you are working with the highest quality professionals. Our team belongs 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.
What happens after I sign up for a bookkeeping package?
Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the founder of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!
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.
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.
What hours do the bookkeepers and other team members work?
Due to the flexible natural 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. Some exceptions may apply if you need to schedule a call or have an urgent matter outside of those hours. We try to be as flexible as possible so we can help you when you need it most!
Is Quickbooks Online required to sign up for a bookkeeping package?
Yes. Our team must use QuickBooks Online in order to handle the bookkeeping and your subscription is not included in prices listed 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. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer up to 50% off to our new clients for 12 months and your first month free. This is the best discount you can get with QuickBooks Online. We highly recommend signing up for Essentials or Plus to start.
Do you require a contract?
Nope! No contract is required. However, there are no prorated or partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required. You can click that you accept the terms and conditions and that will act as our engagement letter. It will be available for download from the membership site. You may be asked to sign future engagement letters via electronic signature for any additional services as well.