Terms & Conditions
Do I get financial reports every month?
Every month we will issue you monthly financial statements consisting of a Balance Sheet, Income Statement and any other tailored reports we have discussed with you for your firm. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
What qualifications does your team have?
Our team members are CPAs, CFOs, Certified Bookkeepers and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we’ve not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What are your prices?
Your investment with us is discussed with you during our free consultation.
In order to take part in your guarantee, do I need to stay with you for any length of time?
Good question! The short answer is yes. If we agree to work together and you take part in our guarantee to get your books organized in 30 days (or less!), you also agree to a 3 month term of service – so if you decide for some reason you don’t like us, you’re stuck with us for 3 months. ;0)
What happens after I sign up with Talliers Bookkeeping Inc.?
Once you partner with us, you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP.
What information do I need to share?
We would need access to your business bank and credit card accounts in order to efficiently complete the job we’ve been hired to do. Many banks allow for accountant access to bank accounts with certain restrictions – we will discuss this with you when the time comes.
If I have a question, how long does it take to get an email response?
We prideallers to get ourselves on being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.
What hours do the bookkeepers and other team members work?
Due to the flexible nature of accounting work, we work various hours of the day and evening.
However, we use our regular business hours of M-F 8-5 to address emails and phone calls.
What software subscriptions are required to work with Talliers Bookkeeping Inc.?
Our team must use Quickbooks Online (Plus or Advanced versions) with LeanLaw or Clio (Leanlaw or Clio is for law firms only) and Quickbooks Receipt Capture in order to handle the work efficiently.
If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we will walk you through this.
If there are other apps needed to streamline your firm or business, we would discuss this with you beforehand.
All subscription costs are the responsibility of the client but are always discussed with you first.
Do you require a contract?
Nope! No contract is required unless you have taken part in our 30 day guarantee, then you are required to remain with us for 3 months – this will be in our engagement letter.
Is an engagement letter required?
Yes, an engagement letter is required.
What is required of my team?
We want to provide world class service to you but we can’t do that without the proper documents and items requested during on-boarding and in the future.
We also can’t read minds so there will be various questions asked throughout the month to make sure we are categorizing things appropriately.
Timely responses are appreciated.
Important things to note:
We Do Not Issue Refunds, but you can cancel anytime unless you’ve taken part in our 30 day organization guarantee, then you would need to remain with us for 3 months.
Strategy Sessions are helpful for you to brainstorm issues about your business or want to go over the financials in detail. We highly suggest that our clients schedule strategy sessions at least quarterly to chat about the financials and discuss future plans for your business. It’s always nice to have a fresh perspective on things.
Tax Planning and Preparation Our CPA tax professionals prepare strategic tax planning reports based off the financials prepared, past tax history and your future projections. You will never be surprised at tax time again. We highly recommend setting up a complimentary call with our CPA tax professionals to review your tax situation as soon as possible.
Payroll Setup and Support is provided through us and our payroll partners. All payroll submission, tax payments and tax report filings (including year end reports) are included. Our payroll experts take on full responsibility for all timely and accurate tax payments and filings. Our payroll experts can even assist you with HR functions and retirement plans for yourself, partners and employees.
Class Tracking or Job Costing is available if you are looking into more detailed financial statements or need to keep track of specific jobs. This can be helpful if you are wanting to track profitability of certain areas of your business. In order for class tracking or job costing reports to be helpful to you, we will need to work out a process to communicate details. We have several different methods to choose from and we can make a plan of action based on what works best for you.
AR and AP management are tasks that can be very time consuming and we love streamlining those processes for you. Keeping track of client and vendor balances, sending out invoices, processing client and vendor payments and updating client and vendor records are some of the items we do for you. This requires more communication throughout the month.
We reserve the right to make changes and additions to the terms and conditions at any time.