Financial Software Review and One-Time Setup/Cleanup Disclosure

As part of the onboarding process, our bookkeeper will conduct a review of your current financials via your existing financial software system (e.g., QuickBooks) during the initial onboarding call. This review is necessary to assess the accuracy and organization of your financial records. If it is determined that your financials require cleanup or correction before we can begin monthly bookkeeping services, a one-time cleanup fee will apply.

Additionally, if you are not currently using an accounting software system or are not properly set up (e.g., lacking a proper chart of accounts, bank connections, or account categorizations), a one-time setup fee will be charged to establish and configure your bookkeeping system appropriately.

These one-time fees are separate from the monthly bookkeeping service fee and will be communicated and agreed upon prior to any cleanup or setup work commencing.

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