Question 1

What’s included in the Basic Bookkeeping package?

Accepted Answer

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

Question 2

What’s not included in the Basic Bookkeeping package?

Accepted Answer

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly plan above. Additional services are customized based on your needs as add-ons to your basic bookkeeping package. These add-ons include: detailed financials showing class tracking or job profitability, invoicing, bill payment, sales tax filing. Payroll, tax planning and preparation and legal help are offered through our Partners.

Question 3

What qualifications do you have?

Accepted Answer

Rynae Calder is a QuickBooks Certified Pro-Advisor. We belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.

Question 4

What is the first step?

Accepted Answer

The first step in getting started is to fill out the Business Questionnaire. After submitting, you will schedule a short call with Rynae to get to know each other and learn more about your bookkeeping needs.

Question 5

What information do I need to share?

Accepted Answer

Ideally, Sunrae Bookkeeping will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts if you prefer. This access helps us to keep our fees affordable and our efficiency high.

Question 6

Is Quickbooks required?

Accepted Answer

Yes. Our team must use Quickbooks Online and Quickbooks Desktop in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we are able to offer 30% off to our clients with a new subscription. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.

Question 7

Do you require a contract?

Accepted Answer

No contract is required. However, there are no partial month refunds.

Question 8

Is an engagement letter required?

Accepted Answer

Yes, an engagement letter is required. A link will be emailed to you to fill out the Monthly Engagement Letter & Bank Authorization Form.