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Timeline- When will my books be ready?

Monthly Service

We will complete your monthly bookkeeping by the last day of the next month unless a different timeline is specified in your scope of service.  For example, your December books will be ready by the last day of January.

To accomplish this, we need to have all of your information by the 15th of the month (if you have a different timeline, we will need your information 5 business days in advance of your specific due date).

Weekly Service

If you signed up for weekly service, we will complete that week’s processing by the end of Friday provided we received all information by Wednesday.

 

One Time Projects

Please review the scope of service listed in your accepted proposal for the timeline.

Pending Information

We are unable to complete your books if we are waiting on information from you.  To check if there are any open transaction questions or information requests, click here to login to your client portal using the email address we have on file.

 

If we don’t receive all of your information on time…

We reserve the right to hold off working on your books until we have received all pending information.

Please note that the above timelines are no longer guaranteed if we don’t receive all information on a timely basis.  We will aim to process information received late within 5 business days, subject to availability. 

We appreciate your cooperation in helping us get your reports completed without delays.

 

In a rush?

Need it sooner?  Premium level clients get priority processing or you can opt for rush processing for one a time fee per request (subject to availability), just contact us to arrange it.

 

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