To provide the most accurate service, we typically need the following: all bank and credit card statements, loan statements and/or amortization schedules, check stubs, deposit details, payroll information / reports, QuickBooks back up if available, merchant statements, and any other documents we may request.
All work is typically done at the client's location. However, we offer the option to send your bookkeeping documents through our secure client portal, as this is the most secure method. We also use Dropbox and Team viewer, whichever is more convenient for you. You are always welcome to mail in your bookkeeping or drop it off at our office.
We bill based on an hourly rate with a minimum of 3 hours per appointment. We accept all standard methods of payment including checks and credit cards. We expect payment at the end of every appointment visit.