All of our clients are set up on QuickBooks Online for bookkeeping and Hubdoc for collecting paperwork. Setup and/or migration from another system is included in our onboarding, as is the subscription fee for as long as you work with us. If we part ways, we will transfer ownership of it all to you.
Quarterly, monthly, bi-weekly, or weekly - This includes maintenance of bank feeds, matching & recording your income and expenses, asking you for receipts and invoices to support your expenses, and making sure your data is reliable.
We fully support our clients who manage their finances with the Profit First Method, which means we know you might have at least 5 bank accounts. We also have bank relationships for those who want to use this method.
If you pay rent, attorneys, or other service providers for work done in yoru business (as contractors), you may be required to issue 1099s. We’ll help you determine who needs one and create those filings for you.
We’ll also check on your annual corporate report (LLC) in your state each year to make sure you’re in good standing.
If you’re an S-Corp or have employees, we will set up you up on Gusto for payroll. You’ll be responsible for running payroll and paying the subscription fee, but we’ll manage the integration and help trouble shoot when needed.
We don’t ever want you to feel like you can’t reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that’ll be billed separately.
