FAQs

Do I need to reside in a specific state/area?

No, all communication will be virtual.

Do I need to sign a contract?

No contract is required. However, there are no partial month refunds.

Do I need to sign an engagement letter?

Yes, an engagement letter is required before work can begin.

What information do I need to share?

Ideally, I 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 or we can directly link your accounts to QBO. This access helps us to keep our work streamlined and our efficiency high.

Is QuickBooks Online required to sign up?

Yes, I only use Quickbooks Online - Essentials, Plus, or Advanced subscriptions are all acceptable. 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, I can get your account set up for you. I am able to offer 30% off to new clients for 12 months. This is the best discount you can get with Quickbooks Online. I generally recommend signing up for Essentials or Plus to start. You can click here to purchase QBO through my link to get your discount, even if you don’t sign up for bookkeeping services!