IS QUICKBOOKS ONLINE REQUIRED TO SIGN UP FOR A BOOKKEEPING PACKAGE?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping and keep the costs low for you. Versions – Simple Start, Essentials, Plus, or Advanced are all acceptable. 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 get you set up with the most affordable rates possible. We are able to offer 30% 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.
IS AN ENGAGEMENT LETTER REQUIRED?
Yes, an engagement letter is required and it will be sent for signature by the bookkeeper and the client once you accept our proposal.
WHAT INFORMATION DO I NEED TO SHARE?
Ideally, we 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.
WHAT HAPPENS AFTER I SIGN UP FOR A BOOKKEEPING PACKAGE?
Once you sign and return the engagement letter, you will receive a welcome email that will include further instructions on how to get you onboarded so we can start working on your books ASAP.
WHAT QUALIFICATIONS DOES YOUR TEAM HAVE?
Quickbooks ProAdvisor Certification. Kaila is also a certified Community Bank Credit Analyst and holds a Bachelor’s Degreed. We belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
WHAT HOURS DO THE BOOKKEEPERS AND OTHER TEAM MEMBERS WORK?
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 9-4 work hours to address emails and phone calls.
IF I HAVE A QUESTION, HOW LONG DOES IT TAKE TO GET AN EMAIL RESPONSE?
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within a commercially reasonable period of time but no longer than 3 business days (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.