What information do you need from me?
Depending upon what services you’d like for us to perform, we’ll need some information from you. We’ve listed the usual items we ask for when Onboarding or providing Accounting Clean up Services here.
I use the Desktop version of QuickBooks. Can you still do my bookkeeping?
While BHC is a huge supporter of the QuickBooks Online software, there are times when the Desktop versions are a better choice due to unique functionality required or cost concerns. We’d love to walk you through all your options, but if you decide you prefer QuickBooks Desktop, YES, we can absolutely still handle your bookkeeping. We can show you how to set up a Remote Desktop connection that would allow us to work directly within your local QB file, or we can talk to you about some of Intuit’s hosting partners, listed here:
What is a QuickBooks certified ProAdvisor?
Berryhill Consulting LLC is a QuickBooks Advanced certified ProAdvisor. This means we’ve demonstrated in-depth knowledge of QuickBooks software solutions by passing Intuit’s certification exams for each product. BHC is currently certified for the following solutions. (Advanced Desktop certification discontinued in 2019, but never fear! We’re still advanced-trained!)
Some of the stuff you’re asking for contains personal information. Can you guarantee my files will be secure?
The security of your data is of utmost importance to us. If you use QuickBooks Online or Xero, you’re covered until Intuit’s Online security policy or Xero’s Online security policy, respectively. You can view Intuit’s security policies here and Xero’s policies here.
We use ClientHub for our practice management system. ClientHub handles our document storage, deliverables, workflow, scheduling, and client communication. Each of our clients are given their own online “space” that allows them to reach out to their dedicated accountant for questions, file sharing, software training, and to-do items. We limit the access to your “space” to the BHC staff members working on your account, and a list of users you provide so that only the people who NEED access to your personal and business information have it.
ClientHub uses ISO and SOC compliant hosting and service companies, and all files are secured with 256-bit encryption, so we do our best to avoid email and do most of our file sharing via ClientHub. You can read about ClientHub’s security policies here.
For short-term, non-recurring engagements, we retain your documents on ClientHub for a maximum of 60 days after your engagement ends.
We also practice a minimal-print, clean desk policy to reduce the possibility your personal information is compromised, and to protect your passwords.
My Business is not located in Tulsa. Can you still help me?
Absolutely! We have several out-of-state clients for which we provide services. We do our work nearly 100% electronically, so we can serve as your outsourced accounting office no matter where you’re located. Most regulatory filings (payroll taxes, sales and use taxes) we file directly from your QuickBooks account. However, there are circumstances in which there might be certain city or county taxes that require manual filings. If this is the case, we’ll let you know during our initial consultation.
In addition to bookkeeping, I also need help filing my business or personal taxes. Can you help me with this?
For this question, our motto is “Just because we CAN, doesn’t mean we SHOULD.” Our primary goal is to help you make your business successful. We will typically review your books for potential tax savings, and if we find areas in which we think there are opportunities for you to legally reduce your tax liability, we’ll include this information in our financial presentation. For larger businesses, complex situations, or tax-reduction opportunities that might be available only for businesses in your industry, we’ll try to refer you to an expert in that field, because they will be able to provide you with more valuable advice, and can typically find ways to save you lots of money! For tax services, we highly recommend Marty McCutchen, CPA P.C., or Milam and Associates PLLC.
Can you help me find financing for my business?
If you are one of our accounting clients, we can definitely put you in touch with folks who can help you obtain financing for your company. However, we do not provide loans or financing in-house.
How does invoicing work?
For Monthly Accounting Services, we’ll email a bill to you on the 1st of each month, and payments are due no later than the 15th calendar day. We accept business checks, most major credit cards, or bank transfer. For all other services, we bill 50% upfront, and the remaining balance once the engagement is complete.