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: 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.

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.

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.

Yes. Our team must use QuickBooks Online to handle the bookkeeping. Versions: Essentials, Plus, Advanced, or Simple Start are acceptable. 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 would assist you in getting set up as well as offer a discount to our new clients for 12 months!

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

Yes, an engagement letter is required. As soon as the engagement letter is signed, we can begin work and the magic will begin!