A: Upon completing our Client Service Provider (CSP) Agreement, a link to our secure server will be provided to you. There you may securely upload all of your financial information as you see fit. If you prefer not to transfer your information electronically (upload or email), you may send it by fax or snail mail (US Postal Service). We encourage you to visit our
Bookkeeping Made Easy page for tips and tricks on bookkeeping Best Practices.
A: We bill twice monthly. Our rate for in-office visits is $120/hr, plus travel time if the meeting is in your office. Our rate for day-to-day bookkeeping and accounting services is only $34/hr, billable in 15 minute increments. Rates for full-time staff and
Corporate Solutions are lower. Additional billing terms are provided in our Client Service Provider (CSP) Agreement.
A: While only doctors and lawyers enjoy legally privileged confidentiality (CPA's do not), we will not disclose your financial information without your written authorization or a valid court order requiring us to do so. To view our Email Privacy Policy,
click here or the link at the bottom of this page.
A: Yes! Volume discounts begin as soon as your monthly billing exceeds 125 hours. Discounts are also provided under our Corporate Solutions programs.
A: No! While we would hope that you would trust your accountant with your pertinent financial information, you are not required to disclose any information you do not feel comfortable disclosing.
A: Yes! Whether the mess was caused by you or your last bookkeeper, our accountants are highly skilled mess fixers! With an average of more than 7 years accounting experience, they have all had many opportunities to fix messes just like yours. So relax!