Please contact us if you have any additional questions.
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. You'll also use these reports to file your taxes at year-end. Unlimited email and text support is also included.
Anything above and beyond standard 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 standard bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, and payroll.
During the initial consultation, by phone or zoom, we will discuss your business financial needs and determine how we can best assist you. We will also provide you with a customized quote for our services.
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.
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. If you do not currently have a subscription, we can offer Quickbooks discounts to start one.
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.
No contract is required. However, with ongoing services, it is required that a 30 day written notice of discontinuation of services be sent via email by either party. There are no partial month refunds.