What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions. We include your A/R and A/P on a monthly basis at no extra charge! We will 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 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-on's include: detailed financials showing class tracking or job profitability, payroll, sales tax filing, tax planning and preparation. Monthly strategy sessions are also available for additional fees.

How do I request additional services?

When you have your 30 minute consultation, I will discuss these needs with you and provide pricing. If you’d like to have an estimate of what these additional services might cost, you can use our Quoting Tool, however we will discuss the final price in that meeting.

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

We will schedule an onboarding meeting with you to get you started!

What information do I need to share?

Ideally, we 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. We will also need accountant access to your QuickBooks Online subscription. If you do not currently have a QuickBooks Online account, we can help you get one at a discounted rate! If you would prefer not to allow read only access to bank accounts, we do have some requirements for your statements/deposit slips/check copies that we can discuss. Keeping your information confidential is of utmost concern to us, therefore we utilize a secure client portal to keep your information safe.

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.

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

Yes. We must use QuickBooks Online in order to handle the bookkeeping at the prices quoted. QuickBooks versions - Essentials, Plus, or Advanced are all acceptable, unfortunately we cannot work with Simple Start or Self Employed. If you have a current subscription, check off that box. If you do not currently have a subscription, we will walk you through how to get that set 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?

We do require a service agreement be signed by all owners of the business before work can start. We will have this ready for you in your secure client portal within 4 hours of signing up and receiving your final price quote. This is not a contract and work is priced on a month to month basis, however, we do not offer partial or full month refunds. There is a discount available to those who agree to a 1, 2 or 3 year contract.

Do you outsource your work?

No! I oversee all accounts and do the majority of the work myself. I have one person who works with me that does part time work on books and she is also QuickBooks certified. She is also available to everyone on any occasions I am out of town so there is never a lapse in our services.