Expecations
We love our clients! Believe it or not, we think of you as a second family. We are hear to help you learn and make sound financial decisions.
As with any relationship, family or other, it is important to establish boundaries.
When clients first hire us, many expect us to be full time accountants on call whenever needed. With the amount of clients we have, this is just not realistic. We strive to keep our fees lower than the competition by being efficient. If you need a higher level of service, please upgrade your plan with us.
Set Up Phase
Set up and onboarding can take time. In many cases, getting books completely dialed in can take 6 months. You will still be getting reports on a timely basis, but things can change as we learn about your business and the best way to report. Please be patient. Once set up is complete, we will update your transactional work on a regular basis. You can always access your QBO in real time to see where things are at.
Editing Files
If you want something changed, please e-mail us what you need. When clients take on bookkeeping themselves, we have to track down what was done. This adds time and cost. We are very strict on this. Will will discontinue service with clients who edit files on their own.
Timing
Our standard plans offer quarterly reports.
This includes Profit & Loss and Balance Sheet statements each quarter. These are normally delivered within 1 month of the quarter’s end. However, if we have outstanding requests, we cannot guarantee that reports will be complete until 2 weeks after our requests have been answered.
This also includes a detailed meeting via Zoom after Q3 to make sure you are well set up for tax purposes before the year’s end. You will get an additional review call during tax time.
If you need something that is out of scope, you can upgrade your plan or pay for hourly work that is outside of scope…
• Hourly project work: $150/hour
• Advisory Services & Education – $250/hour
The 'Quick Question" conundrum.
You have a quick question that you want answered right away. We want to help all of you. The tough part is this…
1 question takes about 15 minutes on average to answer.
Clients have about 4 questions per year. And we have 2,500 clients.
10,000 questions annually at 15 minutes is 2,500 hours of work.
If something is that important, we kindly ask that you spend the money for an hour with us.