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What's included in the Basic Bookkeeping?

Every month we will categorize and reconcile all business-related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss report. 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 to fund your business with mid-year loans. Unlimited email support is also included. We can include phone calls and/or zoom meetings depending on the needs of the business.

What isn't included in monthly bookkeeping?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price. 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. Monthly strategy sessions are also available.

Is Quickbooks Online Required?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed is 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 can set you up. We are able to offer 30% off to our new clients for 12 months. This is the best discount you can find for Quickbooks Online.

Do you have a QBO discount code?

Yes. We are partnered with Quickbooks so we can offer you a link with 30%-40% off of any QB memberships for the first 12 months. Including QBO, QB Time, QB Payroll, QB Payments (invoicing)...etc. You do not need to be our client to receive this discount. Just email us as if you want it and we'll send you all the info.

Do you require a contract?

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

If I have a question, how long does it take to get a response?

What hours do the bookkeepers and team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. We typically use standard M-F 8-5 work hours to address emails. However, we do still respond earlier, later, and on weekends.

Do you do one-time cleanup work or only for ongoing monthly clients?

We do offer one-time cleanup services! As many months or years as you need.

We pride ourselves on being very responsive to our clients' important inquiries. We strive to respond asap, typically same business. If we're very busy, we will respond to let you know we've received your email and will address it shortly.

Do you do Quarterly Bookkeeping or just Monthly?

Due to our demand, we do not have room anymore for Quarterly bookkeeping clients. For customized cases combined with a lot of cleanup, we may be able to accommodate you. Please make sure to notify us when you reach out.

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