BOOKKEEPING FAQ

Biz Essential with QuickBooks Online
What's Included?

Your dedicated manager, a QuickBooks Pro-Advisor, will get your QuickBooks Online completely setup with your help and teach you the basics.  Each month we'll categorize all the transactions automatically downloaded into your QBO.  At the end of each month we'll reconcile your bank and credit card accounts and prepare your financials for you, which include at least a Balance Sheet and a Profit & Loss statement.

Is Support Available?

Absolutely.  Your dedicated manager, a QuickBooks ProAdvisor, is available Monday through Friday from 9am to 5pm PST.

What's Not Included?

Our Biz Essential bookkeeping plan does not include your QuickBooks online subscription, vendor bills or accounts payable, customer invoices or accounts payable, inventory, financial or tax advice, advanced QuickBooks training, income,  sales or business tax preparation or filing, 1099's, payroll nor any other tasks other than outlined above in the "What's Included?" area.  

Please see our other bookkeeping plans if you're looking for more than our "Biz Essential" plan.  Thank you.

Is There A Contract?

No. Biz Essential bookkeeping services are on a month-to-month basis and you may cancel at any time.

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