Frequently Asked Questions
No problem – you can use the estimator to get an idea of expense, or contact us to talk about your specific requirements
Of course! We often assist clients with catching up, or with a one-time project that the internal staff can't allocate time for. We will assess the project and request a deposit to begin work. When the deposit has been exhausted, we'll request another payment (if needed) and continue on.
We will estimate the monthly fees before we begin the job, and we'll honor the fee for three months. In that time, we'll learn the business's needs and we'll learn how much time the work really takes. At the end of three months, we'll adjust the rate -- up or down -- based on actual time needed. Beyond that plan, there is no contract.
No – our price is our price, although you are welcome to mark up our services if you bill us out as a part of your team.
It is based on $75/hour, and there are a number of factors that impact how much time each client requires. Please use our estimator to get a specific quote.
There is no minimum time required, however it will take us three months to learn the business and how they like things prepared. At the end of the first three months, we'll set the ongoing rate -- it could be lower, or higher, than the original rate quote. It's based solely on the length of time it takes to do the work.
We ask for 30 days notice so we can make sure we get everything categorized and reconciled properly before we turn the account over.
During our onboarding process, you'll define who we interact with, how it's managed and when the interaction is expected. We can easily manage multiple contacts, both within the CPA firm and within the client's company, if appropriate.
Our workforce is distributed. Each staff member maintains an encrypted network that is kept up to date and their computers are patched as soon as updates are made available. We use QuickBooks Online for all our clients, so security is handled by Intuit. For files that are shared with us, we use Citrix ShareFile and they maintain maximum security for their customers.
We do have a distributed workforce. All data is secure on the Intuit network for QuickBooks and on the Citrix ShareFile network for all other files.
Yes, there is a $300 one-time setup fee. BA&B will migrate all the transactions and then compare the P&L and Balance Sheet to make sure the two installations match, before discontinuing the use of the desktop software.
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