What Quickbooks® Online Versions do you provide?
If you are new to QuickBooks Online, contact us to find out what deals we are able to offer you. Otherwise, Jamie's Bookkeeping, LLC does not provide the QBO Online subscription. Please contact us with any questions you have about your QBO subscription. Click here to see a feature list of each Quickbooks® Online Version.
What does it mean to be an advanced certified quickbooks® online proadvisor?
Intuit offers accountants and bookkeepers the opportunity to become certified and advanced certified in QuickBooks® products. To become certified, one must pass a series of tests to show proficiency in the particular product. For an advanced certification, more rigorous tests must be passed. These certifications must be kept current by re-testing yearly. When you work with Jamie's Bookkeeping, you will always be working with a bookkeeper who is Advanced Certified in QuickBooks® Online.
WHAT IS YOUR DOCUMENT SCANNING SERVICE?
Even in this online world, there are still instances of paper documents. Simply mail them to Jamie's Bookkeeping and we'll scan them for you. There is also a free pick-up service if you're in the Lehi, UT area.
WHAT DO YOU USE FOR ONLINE STORAGE?
In most cases, Hubdoc and QBO itself offer sufficient online storage space and features. If further features are needed, we also use Google Workspace Drive and Dropbox.
WHAT MONTHLY MANAGEMENT REPORTS DO YOU PROVIDE?
Standard reports provided are the Bank Reconciliation Reports, Balance Sheet, Income Statement, Cash Flow Statement, AR Aging and AP Aging. Other standard reports are also available upon request.
WHAT IS THE SETUP FEE?
The setup fee is charged to offset the increased amount of time that is spent up front to get a new client up and running with Jamie's Bookkeeping. However, this fee will be waived if you sign a 6-month contract with us.
WHAT IS YOUR BILLING POLICY?
If you decide Jamie's Bookkeeping is a good match for your business, we will send a contract to be signed. As part of this contract, there is an automatic payment authorization. Once the contract is signed, we bill the first month or quarter's fee, and setup fee if applicable, and run the payment as authorized. Work begins once the first invoice is paid.
Then, for the Advanced and Premium Packages, we bill, and run the authorized payment, on the 1st of each month for that month's work. For the Basic Package, we bill, and run the authorized payment, on the 1st of each quarter for that quarter's work. In all cases, if the payment is returned, work ceases until payment is made. Late and Return Payment fees also may be applied.
Any work done outside the scope of the signed contract will be billed at $50/hr. Hourly fees will be billed with the next period's invoice. (For the Basic Package, if hourly billing is excessive, we reserve the right to bill hourly work on a monthly basis.)
Then, for the Advanced and Premium Packages, we bill, and run the authorized payment, on the 1st of each month for that month's work. For the Basic Package, we bill, and run the authorized payment, on the 1st of each quarter for that quarter's work. In all cases, if the payment is returned, work ceases until payment is made. Late and Return Payment fees also may be applied.
Any work done outside the scope of the signed contract will be billed at $50/hr. Hourly fees will be billed with the next period's invoice. (For the Basic Package, if hourly billing is excessive, we reserve the right to bill hourly work on a monthly basis.)
WHAT IS YOUR SECURITY POLICY?
Jamie's Bookkeeping takes online security very seriously. We make sure every tool we use is safe and secure for your data. Then we implement these tools in the most secure way possible, including 2 factor authorization and using a password manager. We recommend you take the same precautions.
For apps that integrate with QBO, Jamie's Bookkeeping only uses those listed on apps.com. In order for an app to be listed on apps.com, they must at least meet these requirements set by Intuit to insure security. For further security information on the other tools we use, click on the links below.
G Suite
Dropbox
For apps that integrate with QBO, Jamie's Bookkeeping only uses those listed on apps.com. In order for an app to be listed on apps.com, they must at least meet these requirements set by Intuit to insure security. For further security information on the other tools we use, click on the links below.
G Suite
Dropbox