FAQ's

 General Questions

Frequently Asked Question

I want to be a client; how do we get started?

We love to start with a phone call to get an idea of what you do and what you need in a bookkeeper. Then we will make a detailed plan of what will be done for you, whether it’s monthly, quarterly or a one-time project. We’ll have you sign an engagement letter and then we’ll get started.

What reports are included?

Our basic set of reports includes:

Net Income Summary & Detail, Balance Sheet, Statement of Cash-flows.
We can also create custom reports to fit your business.

Reports can be provided in PDF or Excel format.

Are there any client setup fees?

Yes. Client data review is $200 & New file set up is $100

Do you do taxes?

Yes! We currently do quarterly taxes such as your excise and payroll taxes. We do not do corporate or personal income taxes at this time.

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