If you have any updates to your business (e.g. changing tax structure, hiring new employees, purchasing fixed assets, etc), please let us know. And when in doubt, just check in with us, we are always happy to help!
Rate increases & what can trigger them
We look at our our pricing on a yearly basis and will notify you of any increases if necessary. In addition to that, we adjust our pricing at any time during the year if we offer any additional services to you and your business.
Elevated services we offer
We also offer services beyond regular bookkeeping - some of the more common ones are Financial Analysis, Budgeting & Forecasting as well as Cash Flow Analysis. Reach out if you are interested in additional services and want to learn about how they could help you & your business!
Good habits
Separating business & personal funds
Separating your Business expenses from your Personal expenses is crucial for running your business the right way.
Setting up separate business bank accounts and business credit cards from the start will set you up for success!
How to manage receipts
While we don't offer any receipt management services, it's important for you to keep your receipts in case the IRS is auditing your business. There are different ways to accomplish this, feel free to reach out for any suggestions!
Referrals
Happy? Refer our services & earn
Feel free to inquire about our referral program. We would love for you to refer our services if you are a happy client and wanted to extend a thank you for your efforts once the referral has signed up with us.
