Clean-up special when you sign up for monthly services for 6 months or longer.
Frequently Asked Questions
What is included in a Basic Bookkeeping package?
What is not included in the Basic Bookkeeping package?
What is not included in the Basic Bookkeeping package?
A basic bookkeeping package includes monthly categorizing of all business related income and expense transactions and provision of monthly financial statements consisting of a Balance Sheet and Profit and Loss. These reports will help you understand your business in order to make decisions that will affect your business and assist in your
A basic bookkeeping package includes monthly categorizing of all business related income and expense transactions and provision of monthly financial statements consisting of a Balance Sheet and Profit and Loss. These reports will help you understand your business in order to make decisions that will affect your business and assist in your tax planning and loan funding. Unlimited email and text support is also included.
What is not included in the Basic Bookkeeping package?
What is not included in the Basic Bookkeeping package?
What is not included in the Basic Bookkeeping package?
Anything that is above and beyond basic tracking of income and expense items for the month is not included in the monthly price. However, additional add-on services are available. These add-on's may include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payments, payroll, sales tax filing, and tax planning.
How do I request additional services?
What is not included in the Basic Bookkeeping package?
What happens after I sign up for the Basic Bookkeeping package?
Once you have enrolled in the Basic Bookkeeping package, you will have an opportunity to review additional services that you may require and select those that suit your business needs.
What happens after I sign up for the Basic Bookkeeping package?
What happens after I sign up for the Basic Bookkeeping package?
What happens after I sign up for the Basic Bookkeeping package?
Once you enroll, you will review and sign the engagement letter outlining the services that will be provided and agreeing to the payment terms. You can install QuickBooks Online and add me as your accountant and I will be able to access your files and get to work. Payment is made through QuickBooks Online, Square, PayPal, or E-Transfer. Work will begin upon receipt of payment.
What areas do you service?
What happens after I sign up for the Basic Bookkeeping package?
What if I don't use QuickBooks Online?
Remote services are provided Canada wide. Administrative services are available in the Fraser Valley area. Depending on the type of administrative service, this may also be available and processed through preparation and transcription with any documents printed from your office; therefore, Canada wide. Other areas may be accepted dependi
Remote services are provided Canada wide. Administrative services are available in the Fraser Valley area. Depending on the type of administrative service, this may also be available and processed through preparation and transcription with any documents printed from your office; therefore, Canada wide. Other areas may be accepted depending on the type of service. Extra fees for travel may be added.
What if I don't use QuickBooks Online?
What happens after I sign up for the Basic Bookkeeping package?
What if I don't use QuickBooks Online?
QuickBooks Online is a very important program in providing a virtual office that saves time and money. It offers your business more freedom to have me take care of your bookkeeping needs, while you focus on running and growing your business. Discounts may be available if you are starting QuickBooks for a 12 month term. I will also help
QuickBooks Online is a very important program in providing a virtual office that saves time and money. It offers your business more freedom to have me take care of your bookkeeping needs, while you focus on running and growing your business. Discounts may be available if you are starting QuickBooks for a 12 month term. I will also help you with basic training to help you get started and understand the program.
Do you require a contract?
What payment methods do you accept?
What payment methods do you accept?
I understand that your needs may change so there is no contract. However, there are no partial month refunds. Additionally, an engagement letter signed by both parties stating the services that will be provided and the services that will not be provided or are for an additional fee will be required. This ensures we both know what is included in your package.
What payment methods do you accept?
What payment methods do you accept?
What payment methods do you accept?
Payment is required before the work is to begin.
Accepted Payment Methods:
- Directly through QuickBooks Online;
- Credit card through Square (Processing fee required);
- PayPal; and
- E-Transfer.
- Payment by cheque is accepted, but will need to clear before any work is started.
Need more information?
What payment methods do you accept?
Need more information?
Contact me for other questions you may have.