Is there a contract?

I offer three bookkeeping contracts. Monthly, Annual and Cleanup.

How is payment handled?

Monthly and Annual payments are scheduled to be deducted directly from your QBO account utilizing Melio payments on the 1st of the month. Cleanup projects require a 50% deposit to initiate project, and balance due upon completion. An additional $60 will be added per month outside of the cleanup completion period for the efforts of the Accountant following up for completion. If monthly bookkeeping is added to a cleanup project, a cleanup fee and period will be determined, separate from the monthly bookkeeping start date and monthly fee so that current transactions can be completed simultaneously.

Do you meet in person?

I run a virtual practice. All meetings are handled via Zoom and communication is exchanged through the Client Hub portal.

When should I expect my monthly reports?

Your monthly report is delivered by the 15th of the following month.

How do I communicate?

I utilize Client Hub as the client portal. It is web based, has an app for Apple and Android users and is secure. Through this app, we can exchange messages like a text message, upload documents, create client tasks, and maintain all files. You can always book an appointment with me on my calendar link and set up a Zoom call. Phone, email and text message are available when needed. Appointments are highly preferred so that I can prepare an answer prior to the call and respect each clients time and needs. I ask for 24-48 hours to respond, during normal business hours.

What are my client responsibilities?

In order for me to provide accurate information for you, I need you to adhere to the following:

  • Agree to monthly payment deduction through Melio

  • Provide third party user access to necessary accounts

  • Provide all supporting information and tasks through Client Hub (client portal) so that I can complete tasks and maintain organization and efficiency

  • Remove all personal transactions from business accounts

  • Review monthly reports with Accountant for accuracy and understanding

  • Make sure that your company is set up accurately with all states, counties, and cities as necessary

  • Make sure that your company has all licenses, permits, resale certificates, sales tax approval and business tax receipts as necessary

  • Report sales and receive payments per QBO workflow (if applicable)

  • Keep/upload receipts and documentation to backup your business transactions

Are all services included in one fee?

No. I strive to provide accurate information and professional services. Due to the amount of continuing education, different software's and various phone calls to different agencies, I do charge separately for bookkeeping, payroll, tax preparation, and other add-on services.

Can I cancel services?

Yes. What matters to me most is that you are staying on top of your company reports and that you are happy with the team providing the service to you. I will be sad to see you go, but if you wish, we require a 30 day written notice.

Can I be let go/denied as a client?

Yes. While I love working with my clients, in order to provide seamless services to clients across the board, I need to be able to perform my jobs and duties while remaining compliant and ethical. If a client is not providing information when needed, requesting that I do something that is not legal or ethical, or not following the client responsibilities, I will have no choice but to disengage/or deny working together.