Personal Bookkeeping Services FAQs
How do we get started?
After reaching out to us or being referred to us, we'll have an initial meeting to explore your needs and explain how our client advocate services work. Once you've decided to move forward, we will pair you with a dedicated Client Advocate. You'll then enjoy a free consultation with your Client Advocate to get acquainted, share additional information, and discuss your needs in more detail. Following this, we will send you the necessary client paperwork to complete and sign. You will then begin collaborating with your Client Advocate, ensuring financial transparency throughout the process and discussing options like our competitive hourly bookkeeping rates.
Are there any timely commitments to your contract?
No. New clients are asked to sign a new client agreement that outlines the terms of the working relationship. However, there is no contractual commitment to work with us for a specific length of time. We prioritize financial transparency in our client advocate services, and our hourly bookkeeping rates are clearly communicated to ensure you understand the costs involved.
How can I see my finances you work on?
The software we use is cloud-based, ensuring both you and your Client Advocate have access to it. We prioritize financial transparency in all our client advocate services.
How Do You Charge?
We provide client advocate services by charging hourly for our work and ensuring financial transparency through monthly invoicing, reflecting our competitive hourly bookkeeping rates.
Are you insured?
Yes. If you have questions about the type of policies we carry, feel free to ask to see our certificate of insurance. We prioritize financial transparency in our client advocate services, ensuring you have all the information you need, including our hourly bookkeeping rates.