Prepare your receipts and financial statements for tax time with our bookkeeping package. We are now booking cleanup services to help you get organized in QuickBooks Online.
Basic Bookkeeping Services FAQs
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 the monthly categorization of all business-related income and expense transactions, along with the provision of monthly financial statements, such as a Balance Sheet and Profit and Loss report. These financial statements will help you gain a better understanding of your business, enabling you to make i
A basic bookkeeping package includes the monthly categorization of all business-related income and expense transactions, along with the provision of monthly financial statements, such as a Balance Sheet and Profit and Loss report. These financial statements will help you gain a better understanding of your business, enabling you to make informed decisions that can impact your operations, assist in your tax planning, and facilitate loan funding. Additionally, unlimited email and text support is included, making it easier for you to manage your finances through QuickBooks Online.
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 goes beyond the basic tracking of income and expense items for the month is not part of the monthly price of our bookkeeping package. However, we offer additional add-on services that can enhance your financial management. These add-ons may include accrual basis accounting, detailed financial statements showing class trackin
Anything that goes beyond the basic tracking of income and expense items for the month is not part of the monthly price of our bookkeeping package. However, we offer additional add-on services that can enhance your financial management. These add-ons may include accrual basis accounting, detailed financial statements showing class tracking or job profitability, invoicing, bill payments, payroll, sales tax filing, and tax planning, all of which can be seamlessly integrated with QuickBooks Online.
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 bookkeeping package, you will have the opportunity to review additional services that may be required, including options for managing your financial statements and support with QuickBooks Online, allowing you to select those that best 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 in the bookkeeping package, you will review and sign the engagement letter that outlines the services provided and agrees to the payment terms. You can install QuickBooks Online and add me as your accountant, allowing me to access your files and get to work on your financial statements. Payment can be made through QuickBoo
Once you enroll in the bookkeeping package, you will review and sign the engagement letter that outlines the services provided and agrees to the payment terms. You can install QuickBooks Online and add me as your accountant, allowing me to access your files and get to work on your financial statements. Payment can be made through QuickBooks Online, Square, PayPal, or E-Transfer. Work will commence 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?
Our remote services are available across Canada, including specialized bookkeeping packages that can help you manage your financial statements effectively. Onsite services are offered in the Fraser Valley area as needed, while other regions in BC may be considered depending on the specific service requested, and travel fees may apply, particularly for QuickBooks Online support.
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 an essential program that provides a virtual office, saving you both time and money. This bookkeeping package offers your business greater freedom, allowing me to manage your bookkeeping while you concentrate on running and expanding your business. If you're starting with QuickBooks for a 12-month term, discounts may
QuickBooks Online is an essential program that provides a virtual office, saving you both time and money. This bookkeeping package offers your business greater freedom, allowing me to manage your bookkeeping while you concentrate on running and expanding your business. If you're starting with QuickBooks for a 12-month term, discounts may be available. Additionally, I will assist you with basic training to help you get started and understand how to generate financial statements using the program.
Do you require a contract?
What payment methods do you accept?
I understand that your needs may change, so there is no contract required for our bookkeeping package. However, please note that we do not offer partial month refunds. Additionally, an engagement letter signed by both parties will be necessary to outline the services included in your bookkeeping package, as well as any services related to
I understand that your needs may change, so there is no contract required for our bookkeeping package. However, please note that we do not offer partial month refunds. Additionally, an engagement letter signed by both parties will be necessary to outline the services included in your bookkeeping package, as well as any services related to financial statements that are not covered or may incur an additional fee. This ensures clarity on what is provided, including support for QuickBooks Online.
What payment methods do you accept?
What payment methods do you accept?
Payment is required before the work on your bookkeeping package begins. Accepted Payment Methods include: Directly through QuickBooks Online; Credit card through Square (Processing fee required); PayPal; and E-Transfer/Direct Deposit for your financial statements.
Need more information?
Need more information?
Feel free to contact me if you have any questions about our bookkeeping package, financial statements, or QuickBooks Online.