Terms & Conditions
What’s included in the Basic Bookkeeping package?
Every month we will categorize all business related income and expense transactions and issue
you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These
reports will help you understand your business past to make decisions on your business future.
They are required in order to do any tax planning or to fund your business with mid-year loans.
Unlimited email and text support is also included.
What’s not included in the Basic Bookkeeping package?
Anything above and beyond basic tracking of income and expense items for the month is not
included in the monthly price above. However, additional services are available as an add-on to
your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed
financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax
filing, tax planning and preparation and legal help. Monthly strategy sessions are also available
for additional fees.
How do I request additional services?
Once you have selected to enroll in the Basic Bookkeeping package, you will have an
opportunity to review additional services in more detail and select those that suit your business
best. You may also request services via email at any time! We are here to help!
What qualifications does your team have?
Many of our team members are CPAs, legal professionals and Certified Quickbooks Pro-
Advisors. You can rest assured that you are working with the highest quality professionals. We
also 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 information do I need to share?
Ideally, our bookkeeping team 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
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 24 hours AT MOST (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.
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 8-5 work hours to address emails and phone calls.
Is Quickbooks Online required for the Basic Bookkeeping package?
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 are
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, the on-boarding videos will walk you
through how to get that setup. We are able to offer 50% 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.
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required. This terms and conditions documents will act as our
official engagement letter. You may be asked to sign future engagement letters via electronic
signature for any additional services as well.
What is required of me?
We do not offer refunds but you can cancel anytime. We do want to provide world class service
to you but we cannot do that without the proper documents and items requested during
onboarding and in the future. We also cannot read minds so there will be various questions asked
throughout the month to make sure we are categorizing things appropriately. Timely responses
Important things to note for various add-on services:
Basic Bookkeeping does require the use of your own QBO subscription. You own the license to
that and will retain access to the program upon termination of our working relationship, if that
Monthly or One-time Strategy Sessions will be helpful for you if you are needing to brainstorm
issues about your business or want to go over the financials in detail. Unlimited email and text
support is included in the basic bookkeeping package. We highly suggest that our clients
schedule strategy sessions monthly (or at least quarterly) to chat about the financials and discuss
future plans with your business. It’s always nice to have a fresh perspective on things. One-time
Strategy Sessions are currently $99 or you can sign up for recurring monthly sessions for
$49/month. We appreciate at least a three month commitment for our monthly rate but it is not
Legal Services are available to you for an additional cost. Our legal partners do offer a
complimentary consult to discuss any needs your business may have, including but not limited
to, automated alerts to specific due dates and reporting requirements, secured cloud storage for
all company documents, questions on entity setup, articles of incorporation, and exit strategies.
We highly recommend taking advantage of this complimentary interview. Any additional legal
services will require an additional engagement letter with our legal partners.
Tax Planning and Preparation is available to you for 50% off (subject to availability). Our CPA
tax partners prepare strategic tax planning reports based off the financials we prepare, past tax
history and your future projections. You will never be surprised at tax time again. We highly
recommend setting up a complimentary call with our CPA tax partners to review your tax
situation as soon as possible. Any tax service will also require an additional engagement letter
with our tax partners.
Payroll Setup and Support is provided through our payroll partners. All payroll submission, tax
payments and tax report filings (including year end reports and W2s) are included in one low
monthly fee. The fee varies depending on how many employees your company hires. Our third
party payroll experts take on full responsibility for all timely and accurate tax payments and
filings. Our payroll experts can even assist you with HR functions and retirement plans for
yourself, partners and employees. Any payroll service will require an additional engagement
letter with our payroll partners.
Sales Tax Filings may be a helpful item to offload. We would be happy to assist with monthly,
quarterly or annual filing of your business sales tax returns. You are required to submit the
information necessary for us to compile totals and submit online to the various state departments
of revenue. We do expect the information to be sent to our team no later than 5 business days
before the due date of the return to allow for adequate time to compile and file.
Class Tracking is available if you are looking into more detailed financial statements. This can
be helpful if you are wanting to track profitability of certain jobs, customers or large product
lines. It is also a requirement for real estate investors who have rental properties and plan to
“flip” homes for resale. In order for class tracking reports to be helpful to you, we will need to
work out a process to communicate details on each transaction so that we know how to track the
various classes, properties or departments. We have several different methods to choose from
and we can make a plan of action based on what works best for you.
AR and AP management are tasks that can be very time consuming and we would love to
streamline those processes for you. Keeping track of customer and vendor balances, sending out
invoices, processing customer and vendor payments and updating customer and vendor records
are some of the items we can do for you. This requires more communication throughout the
month and may require additional software subscription costs as well.
Clean-up/Catch-up Work is something that most of our new clients will need to add on. You will
be required to add this service on for any months that a tax return has not been completed. For
example, if you have filed your 2019 tax return already, then we need to complete and/or review
your books starting with January 2020 in order to prepare accurate financials for your upcoming
tax return. We give a one-time discounts to our new customers for this back work. We are also
happy to provide this discount on past years where you think the tax return and/or financials
We reserve the right to make changes and additions to the terms and conditions at any time.