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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.<\/p>\n\n\n\n
Yes, an engagement letter is required and it will be sent for signature by the bookkeeper and the client once you accept our proposal.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
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.<\/p>\n\n\n\n
\u200bWe 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. <\/p>\n\n\n\n
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