Each month we'll categorize all business income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss Statement. These reports will give you a concise overview of where you are from month to month which can assist you with decision making and improvements that aid in the success of your business. They're also required and detrimental for tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
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 (AR), bill payment (AP), payroll, sales tax filing, 1099 filing and Vendor Master cleanse. Monthly strategy sessions are also available for additional fees.
If you would like to add additional services, please contact us and one of our trusted associates will reach out to go over the terms of service and get you setup.
Our team is made up of Accounting Specialists, CPAs nd Certified Pro-Advisors. You can rest assured that you're working with highly qualified professionals. We also belong to a large network of financial professionals so for those unique instances, we have extra resources ready to assist right away.
Once you enroll, you'll receive an onboarding email. Simply complete, sign and upload all required documentation and we'll get to work ASAP. The final step 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!
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 and streamlined.
We pride ourselves in being very responsive to our client's inquiries. We strive to respond within 24 hours at the latest (except over weekends and holidays).
Our business hours are Monday - Friday from 9am - 7pm.
Yes, Quickbooks Online is the primary Accounting software used 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're able to offer 50% 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.
No contract is required. However, there are no partial month refunds.
Yes, an engagement letter is required. This will be sent in your On-boarding email.
We are reselling well known tax software at a discounted price. We do not own our own tax software.