Bookkeeping Process | Payroll Processing

Nope, not at all. In fact, our agreement with you will just outline what each party is responsible for, but it specifically states that you can terminate the agreement at any time.

You are free to switch to a different service package at any time. Although, you likely won't need to ask to switch packages. If we see that a different package would suit your needs better, we will let you know (even if it means we lose some money).

When changing to a different package during the middle of a billing period, you will be billed at a prorated amount based on the date that the new package takes effect.

Generally speaking, most payroll and bookkeeping errors can be quickly and easily corrected without any financial repercussions. With that being said, we still do carry professional liability insurance also known as errors and omissions (E&O) insurance. We would be happy to provide an Association for Cooperative Operations Research and Development (ACORD) certificate of liability insurance (COI), just let us know if you would like one.

We password protect all of your QuickBooks data, which we store on a software-encrypted virtual machine (that is also password protected). The virtual machine is running on a hardware-encrypted computer (that is also password protected). Which is all housed within our firewalled network. To sum it up, we are protecting your data with a firewall, three layers of password protection, software encryption, and hardware encryption.

And, to ensure that we never lose any of your data, we also keep backup copies of your QuickBooks data in the cloud. We do this in real-time so that as we make changes on our computers here locally, the cloud backup is always perfectly in sync. This cloud backup data is encrypted both in-transit (going to the cloud) and at rest (in the cloud). This cloud data is also protected with multi-factor authentication (MFA), so it can't be accessed merely by hacking the password.

To share sensitive files, we will provide you with a link to a cloud-based folder that will allow either party to upload and download files. Just like the cloud backups, these files are encrypted both in-transit and at rest and are also protected with multi-factor authentication.

Yes......it can be, at least we try to make it as easy as possible. In most cases, you can get a QuickBooks backup file (.qbb) from your current bookkeeper. This file will allow us to import all of the information just as your previous bookkeeper had it. If you aren't able to obtain a backup file, or the QuickBooks version is incompatible, we can use your latest balance sheet and income statement to get things set up.

You bet! We don't even charge extra for this service. You just pay the regular monthly bookkeeping rate for each month that you are behind. We will start from your most recent balance sheet and income statement and then we will reconcile and categorize your transactions month-by-month until we get you caught up. This service can take some time, so we will need to discuss specifics with you to see how we can best accommodate your needs.

Depending on what your needs are, we may be able to get most or all of the information that we need from your bank and credit card statements. We will also create a shared folder in the cloud that will allow you to upload documents so that we can access them. In many cases, you can obtain digital versions of itemized invoices directly from your vendor(s) and upload those. Other times you may be able to scan receipts or even upload pictures of receipts (if they are clear enough to read easily). But, if the shoe box method of storing receipts works best for you, we can certainly make arrangements.

We can file (and pay on your behalf) your federal and state payroll-related tax forms and associated taxes (e.g. W-2, 1099, 940, 941, etc.), but we don't file income taxes. However, we do work closely with a local CPA firm that specializes in taxes and tax planning. We provide our payroll and bookkeeping services to many of their tax clients and they provide tax services for our clients. If it’s easier for you, we can work directly with them to provide them with your tax-ready QuickBooks files when they need them to ensure your taxes get filed on-time.

As long as we have all of the right information, it’s easy to transition from another payroll service provider. Depending on when you transition over, we may need a few reports in addition to the typical documentation. Please reach out to us and we will let you know what information we need to get everything set up.

Absolutely! When we email your invoice each month, we will include a payment button inside the email. Clicking that button will allow you to pay via credit/debit card or a transfer directly from your bank account via the Automated Clearing House (ACH).