No contract is required.

Yes, an engagement letter is required.  If you select to use Brookstone Bookkeeping, we will send you an electronic document to review and sign, which will outline the services you selected, as well as other important details we discussed.

Every month we will categorize all business-related income and expense transactions and present monthly financial statements, consisting of a Balance Sheet and a Profit & Loss.  These reports will help you understand your business past to make decisions on your business future.  They are required to do any tax planning or to fund your business with mid-year loans.  Unlimited email and text support are also included.

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price.  However, additional services are available as an add-on to your basic bookkeeping package.  These add-ons include accounts payable, accounts receivable, tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation.  Monthly strategy sessions are also available for additional fees.

Our CEO holds a bachelor’s degree in accounting and a Master of Business degree, as well as years of experience in the accounting industry.  Additionally, all team members are Quickbooks Certified Pro-Advisors.  You can rest assured that you are working with the highest quality professionals.  We also belong to a large network of financial professionals.  If there is a question that we have not encountered, we have a lot of resources in our back pocket to find an answer quickly.

Ideally, our bookkeeping team will need access to your business bank and credit card accounts to efficiently complete your monthly financials.  Many banks allow for accountant (read only) access to bank accounts.  This access helps us to keep our fees affordable and our efficiency high.

We pride ourselves in being very responsive to our client’s important inquiries.  We strive within 24 hours AT MOST (except over weekends and holidays).  If we are busy, we will respond to let you know we have received your email and will address it shortly.