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We typically bill for services monthly. On site service require payment once service is rendered. Subscriptions are billed automatically and require a credit card on file. 

Our preferred method is to receive your bookkeeping through our secure document transfer system, as this is the most secure method.  Documents are stored on an encrypted server that is password protected, allowing you to share your files over the Internet. As always, you are welcome to mail in your bookkeeping or drop off at our office.

To provide the most accurate service, we typically need the following: all bank and credit card statements, loan statements and/or amortization schedules, check stubs, deposit details, payroll information / reports, QuickBooks back up if available, merchant statements, and any other documents we may request.

Click here to see the list of items typically required