What’s included in the packages?
Each month, I categorize all business income and expenses, and include accounts receivable (A/R) and accounts payable (A/P) at no extra charge. You’ll receive monthly financial statements (Profit & Loss and Balance Sheet) to help guide business decisions and support tax planning or financing needs. Unlimited email and text support is also included.
What’s not included in the packages?
Services beyond monthly income and expense tracking are not included but may be added for an additional fee. Optional add-ons include job or class-level reporting, payroll, sales tax filing, tax preparation, and monthly strategy sessions.
How do I request additional services?
We’ll review any additional needs during your 30-minute consultation and provide a custom quote.
What happens after I sign up?
You will get our onboarding form in email and then set up your onboarding meeting.
What information do I need to provide?
I typically request read-only access to your business bank and credit card accounts, along with accountant access to your QuickBooks Online file. If you don’t already have a QuickBooks subscription, I can help you get started at a discounted rate. If you prefer not to grant access, I can provide an alternative checklist of required documents. All information is shared securely through our encrypted client portal.
If I have a question, how long does it take to get an email response?
I aim to respond to all client inquiries within 24 hours, excluding weekends and holidays. If I need more time, you’ll receive a confirmation that your message has been received and is in the queue.
Is QuickBooks Online required to sign up for the Basic Bookkeeping package?
Yes. I require QuickBooks Online (Simple Start, Essentials, Plus, or Advanced) to maintain consistency and efficiency. We cannot support the Self-Employed or Solo-Prenuer versions. New clients are eligible for a 30% discount for 12 months. We recommend starting with Essentials or Plus.
Do you require a contract?
Yes, all business owners must sign a service agreement before we begin. Services are billed month-to-month with no partial month refunds. A 30-day cancellation notice is required.
Do you outsource your work?
No. All work is handled in-house, and I personally oversee and complete every account.
