How do I disengage from your services?

We believe in keeping our relationships transparent and respectful. If at any point you decide to move on from our services, the process is simple: you can let us know in writing, and with 30 days’ notice we’ll work together to ensure a smooth transition. Likewise, if there ever comes a time when our firm […]

Who owns my accounting data?

At Beyond, we know that Privacy and Security are essential to earning and keeping your trust. That’s why every Letter of Engagement we issue spells out exactly how your information is handled and who owns what. As our client, you remain in control. You own all of your original source documents as well as the […]

What Advisory Services does your firm provide?

Our Advisory Services are future-focused, so you can confidently move forward in determining what the next chapters of your business will look like. These services are available only to clients who are already working with us on a monthly basis and are ready to take the business to the next level of growth and profitability. […]

What is involved in pricing your Ongoing Bookkeeping Services?

We know you want to ensure that your bookkeeping never gets out of control again. Ongoing services are vital for you to maintain up-to-date and accurate records. In order to provide quality ongoing services that address your business needs, we will be asking you a lot of questions about the details of your business and […]

How much does a Setup cost vs a Cleanup?

For an established business (3 years or more), we will recommend a Cleanup of your existing QuickBooks Online (QBO) or Xero account, or recommend a Setup of a brand new accounting file. Before we can provide you with the price for a Setup, we will need to determine the following factors: The number of bank […]

How much does it cost to do a Checkup?

The purpose of the Checkup is to assess the current status of your records so that we are best equipped to provide you with our recommendations. The main factor that can affect the cost of the checkup is how many months or, in some cases, years need to be reviewed. If we are accessing the […]

What does working with your firm look like?

Most new clients will go through three main phases when they begin working with us: A Checkup of their existing accounting records A Cleanup or Setup project to get their books back on track Ongoing Bookkeeping Services (with or without Advisory Services) To learn more about our services and what is involved in the process, […]