Please reach us at chris@shamrockbookeeping.com if you cannot find an answer to your question.
Your team will take your bank records + receipts, reconcile your accounts, categorize your transactions and give you financial reports every month. To ensure everything is tax compliant, they will also make adjustments as needed.
We use QuickBooks Online for bookkeeping. If you're not using QuickBooks or if you need to migrate from another platform, we'll get you setup.
Once we receive all your documents and any other necessary input we aim to have your bookkeeping completed within 10-12 business days.
Your team is always a click or phone call away. Unlimited support is included with all our plans no surprise hourly charges.
If your bookkeeping is behind we can help — whether you're years behind or just a couple months. Catchup bookkeeping on average takes 1-2 weeks depending on how far behind you are and the average number of transactions per month. We will provide a fair price for the catch up work
We don't do corporate taxes so you'll still need an accountant. Your bookkeeping team will package up everything your accountant needs at tax time. We can also correspond directly with your accountant so that you don’t have to spend hours searching for the right documents and statements.
Accrual of course! In USA cash accounting is permitted but in Canada unless you're a farmer or fisherman your books are supposed to be prepared on an accrual basis.
Please reach us at chris@shamrockbookeeping.com if you cannot find an answer to your question.
We think it's the fairest pricing model. Revenue and expenses aren't a good measure of bookkeeping complexity. Your books are built from transactions. Bookkeeping for a company with 27 transactions a month is less complex than bookkeeping for a company with 180+ transactions a month.
A transaction is an item on a banking statement. So for example, your monthly payment for your cellphone would be a transaction. A payment to your business line of credit would also be a transaction. As part of our onboarding process, we'll look at your prior transactions and setup you up with the perfect plan.
Our plans are structured around the average number of transactions your company has a month. We look at the prior six months of bookkeeping when calculating averages. If your transactions spike one month, no worries, we won’t automatically bump you up.
You can cancel at anytime. All our plans are month to month. Our goal is to make you happy, not entangle you in paperwork and a yearly contract. Plan fees paid for elapsed or partially elapsed months are not refundable.
Copyright © 2024 Shamrock Bookkeeping - All Rights Reserved.
Call Us Today 780-475-4400
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.