Frequently Asked Questions
What’s included in the Basic Bookkeeping package?
What’s not included in the Basic Bookkeeping package?
What qualifications does your team have?
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?
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 bookkeeping services?
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 will walk you through how to get that set up.
As a bonus, 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?
Personalized Service
We offer personalized accounting solutions for your unique needs. We provide expert guidance and we ensure that your financial goals are met with accuracy and efficiency.
Integrity and Trust
We have built our reputation over the years by delivering quality service. Honesty is the core of everything we do, so you can be confident in choosing us as your partner.
Purpose-Driven
We are committed to helping you achieve your financial goals with purpose-driven strategies. Our focus is on delivering meaningful results that align with your success.
Call us for a Free Consultation
Ready to take control of your finances? Contact us today to schedule a free consultation to learn how we can help you achieve your financial goals. Our team is here to provide personalized solutions for you. Reach out today and let’s start building a successful financial future together!
