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.

In a rush?

Sometimes you may need your books closed earlier than your standard processing timeline if you need to provide reports to an outside source, we encourage you to plan ahead for these cases to ensure we can honor your request.

Clients on our Premium service tier get priority processing.  All other clients can opt for rush processing for a one-time fee per request.

Rush processing requests are subject to availability and require a minimum of 5 business days’ notice, the more notice you can give us, the more likely we are to be able to accommodate your request.

We structure our capacity very carefully in advance and are unable to honor last-minute requests for rush processing.

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 books completed without delays.

Holiday and Vacation Schedule

We are closed on Federal holidays and post our vacation schedule in the front page of the client portal. Keep in mind that late submissions during those times will be processed on a first-come, first-served basis upon our return.

One-Time Projects (Setup, Clean Up, and Catch Up Bookkeeping)

Please review the scope of service listed in your accepted proposal for the timeline.  Keep in mind that the timeline begins when we receive all information requested.

If your project begins over 7 days late due to delays in providing your information, the timeline in your proposal will no longer be guaranteed, and we will process the information on a first come-first served basis.