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Here you can find answers to the most frequently asked questions. Or just write us a message in the chat box.
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What’s included in the Basic Bookkeeping package?
Each month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
What’s not included in the Basic Bookkeeping package?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly plan above. Additional services are customized based on your needs as add-ons to your basic bookkeeping package. These add-ons include: detailed financials showing class tracking or job profitability, invoicing, bill payment, sales tax filing. Payroll, tax planning and preparation and legal help are offered through our Partners.
What qualifications do you have?
Rynae Calder is a QuickBooks Certified Pro-Advisor. We belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What is the first step?
The first step in getting started is to fill out the Business Questionnaire. After submitting, you will schedule a short call with Rynae to get to know each other and learn more about your bookkeeping needs.
What information do I need to share?
Is Quickbooks required?
Do you require a contract?
Is an engagement letter required?
