First off, ask yourself if your valuable time is worth being spent on accounting instead of in your own business. Then ask yourself what you most desire from an accountant and what you want to know from your financial data. Next, schedule a call with us - the only real way to know if we’ll be a good fit for you and you for us is to get to know each other.

You can reach out during business hours via email, phone, the Client Portal, Slack, or text; however, we may not always be immediately available.

If your question is more than a quick response and it is outside of the monthly financial review, you are always welcome to schedule a meeting through the Client Portal.

Based on your business needs, we will choose the best subscription plan for you. In summary, your plan will include a minimum of bookkeeping, bank account reconciliations, financial reporting, and access to your accountant for an analysis and review of the financial statements.

You will have access to your published financials in the Client Portal for your reference at any time.

After the contract is fully executed, you’ll receive your first monthly invoice. From this invoice, you'll be able to set up recurring payments.

For non-recurring invoices, such as tax prep, you can use the same payment method as above.

Should you need to have your payment method changed or are having billing issues, you can contact us at info@beyondthebooks.co and we will assist you as soon as we can.

YES! Beginning with the tax year ending on December 31, 2023, we will be offering individual and business tax returns.

Our services are on a month-to-month basis and you can cancel at any time (details of cancelation policy will be included in the service contract).