What’s included in the Basic Bookkeeping package?

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's past to make decisions on your business's future. They are required to do any tax planning or fund your business with mid-year loans. Unlimited email and text support is also included. 

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-ons 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 the Basic Bookkeeping package, you can review additional services in more detail and select those that suit your business best. 

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. 

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens allowing you to add additional services if necessary. Then you will be given access to the membership portal to watch a short series of onboarding videos. Simply follow the video's directions, and we will get to work ASAP. The final step in the onboarding video series is to book a call with the CEO 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 complete your monthly financials efficiently. 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 on 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 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. 

Is Quickbooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use Quickbooks Online to handle the bookkeeping at the prices 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 have a subscription, the onboarding videos will walk you through setting that up. 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. 

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service, which will act as our engagement letter.