If you are signing up for a membership, your level of QuickBooks Online subscription will determine your monthly subscription package with SBK. For example, if you are using QBs Online Essentials, you would need to sign up for the “Say Essentials” membership.
For full-service accounting, your pricing plan is determined through an in-depth needs assessment which is performed prior to signing a contract. Our sales team will take an in-depth look at your books and discuss the scope of work to determine your monthly cost.
For memberships, yes. Your monthly membership is billed every 30 days. If you notify us in advance of the next billing cycle, your membership can be cancelled at the end of the current cycle.
For full-service accounting, it depends on the terms of your contract. Typically, the cancellation period is 30-60 days, but each business can negotiate different terms. Please discuss with your sales representative at the time of your consultation.
For memberships, you can upgrade your membership at any time. You may also negotiate a conversion to full-service if your bookkeeping needs evolve or change as your company grows.
For full-service clients, you can increase the scope of work under your agreement at any time. Additional costs associated with the change in scope will be attached to your contract as an additional fee schedule.
Absolutely! Say Bookkeeping works with clients in both methods of accounting. For memberships and full-service you will be responsible for providing the documentation necessary to maintain your books in accrual basis accounting. This process will be established once you become an active client of the firm.
For memberships, we do not provide any of these services as part of the subscription. These services are only available under full-service and are defined under the scope of work during your needs assessment.
Not directly. Say Bookkeeping offers personal and business tax preparation through sub-contracted CPAs whom we have established relationships with. The billing for this service can be arranged to be directly through Say Bookkeeping.
Although we can offer suggestions on how to better manage your financial operations and bookkeeping, we do not provide tax, legal or financial advice.
We have partnered with a reliable outsourced CFO company who can help with financial strategy, planning and budgeting. If you are interested in these services, please ask your sales representative for more information!
A clean set of bookscan give you valuable insight into the financial condition of your business. This information can be used to make smarter business decisions and can allow for you to have a stress-free tax time at the end of the year.
Your bookkeeper compiles your financial data by importing, categorizing and reconciling your bank and credit card accounts. We also adjust your books to ensure you are tax compliant.
Your books are updated on a weekly basis, but we reconcile and close the books by the 15th of the following month. This gives us enough time to gather all the necessary information to ensure your books are as accurate as possible.
Your bookkeeping team consists of 2 professionals including your dedicated Account Manager and a backup support representative who steps in when your primary Account Manager is not available. We do our best to keep your bookkeeping team the same. If there is any change, we will let you know right away!
We help businesses catch up with their bookkeeping all the time. It is part of the normal onboarding process to have some catchup/cleanup work involved. In order to assess your needs, you should have an honest conversation about the state of your books with your sales representative.
It depends on how many months/years of bookkeeping work you need to catchup on. Your bookkeeping team can give you a more accurate time estimate before you sign up. Be sure to have an honest conversation with them about the state of your books at the time of your Free Consultation.
Bookkeeping is the process of compiling financial data into usable information. Accounting is the act of using the financial information to produce results.
All of bookkeepers work out of our headquarters in Miami Beach. We train our bookkeepers in-house, and always look for candidates to join our team who are trustworthy, detailed and dedicated to helping small to midsize business owners succeed.
For memberships, we use QuickBooks Online to complete your books. The cost of the QBO is included in the subscription price, and you won’t need any other software to work with us.
For full-service, our preferred software is QuickBooks Online, but we may work with other types of accounting software depending on the needs of your business. This is something that would be determined at the time of your Free Consultation so make sure to have an honest discussion with your sales representative.
Your bank and credit card accounts will be linked to QBs Online through a secure connection. We ask all our clients for view only access to applicable accounts, so we can pull the necessary information to keep you up to date. Additionally, we use Drobox to share important documents we need in order to keep your books accurate. The Drobox file is created as part of the onboarding process for all clients.
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