Designate A Point of Contact

Please designate an individual with suitable skill, knowledge, and experience as our main point of contact for all services. This person may be you, an advisor, or an employee.

Don’t Withhold Information

Please provide information about all the accounts used in your business during the sales and onboarding process. If we don’t have the information we need up front, it may be more difficult and expensive to clean up later.

Trust Us To Do Our Job

You hired us for a reason! Please fully consider our recommendations. We may recommend a different process or technology solution to improve the quality, accuracy, and timeliness of your bookkeeping.

Provide Reasonable Access

So we can do our work properly, please provide us with access to relevant logins such as bank, credit cards, sales and operational systems. Please notify our team promptly if you ever change a login or password. You agree to assume responsibility for the reliability, accuracy, and completeness of the records and information provided and for disclosing all material and relevant information.

Don’t Leave Us Hanging

Please respond to our messages within 24 hours. We will do our best to reply to your messages within the same timeframe.

Stay Engaged with Your Bookkeeping

We love when our clients are engaged and want to understand their finances. It makes for a better experience and ensures our clients get the most value out of their relationship with Bookkeeper360. Please ask questions. Don’t hesitate to schedule calls with your bookkeeper to understand your finances.

Provide Oversight of Your Employees

Other than what is designated in our agreement, you will assume all management duties, including setting policy, strategic direction, and responsibility for the actions of your employees. For example, if you have designated your employee to send invoices, you will manage that employee, and our team will not be expected to do so.

Set Realistic Expectations

Please understand that bookkeeping is complicated, and we won’t always get everything 100% correct the first time. However, we will do our best to quickly correct any errors and avoid making similar mistakes in the future. Please give us plenty of time ahead of deadlines to ensure we can meet your expectations.

Treat Others with Respect

Everybody deserves respect, no matter what their job or position. We will not tolerate harassment, bullying, or swearing at Bookkeeper360 team members. Doing so is grounds for immediate termination of our services.

Let Us Do Our Job

While it may be tempting, please don’t make changes in your accounting system without first consulting us. If something seems incorrect or you need to make changes, please communicate with your advisor in advance, so we are all on the same page about changes to your books.

Expect Your Fees To Change Over Time

As your business grows, the cost for us to manage your business accounting may also increase. So please expect your fees with Bookkeeper360 to adjust over time. We’ll do our best never to surprise you with a fee increase and will communicate any changes in advance.

Be Understanding of Scope Creep

Our proposals include the services we will provide for the agreed-upon fees. If something you request is out of the scope of our proposal or is impossible to accomplish within the budget we have established for the engagement; we may need to charge an additional fee. Please be understanding when we point out that a request is outside the established scope of services and request an additional one-time fee or to modify your ongoing engagement with us.