FAQs

• How do you determine the final price for bookkeeping?
  We base pricing on the service tier you choose — Seed, Sprout, or Bloom — along with your transaction volume. To ensure fairness, we review the last 3 months of bank and credit card activity to gauge complexity. As your business grows, pricing may increase, but we’ll always communicate changes in advance.

• What’s included in each package?

  Seed – Essential bookkeeping for solo entrepreneurs and startups: accurate books, simple financial reports, and reconciliations for up to 2 accounts.

  Sprout – For growing businesses: everything in Seed, plus reconciliations for up to 4 accounts, more detailed categorizations, and regular check-ins.

  Bloom – For established businesses: everything in Sprout, plus customized reporting, priority support, and fully managed bookkeeping across all accounts.

  • Can I switch packages later?
  Yes! Many clients start with the Seed level and later move up to Sprout or Bloom as their needs grow.

  • Do you offer custom packages?
  Absolutely. Every business is unique, and we’re happy to adjust services to fit your specific needs.

Q: How do you bill for services?
We bill a flat monthly fee based on your bookkeeping package. Invoices are issued at the beginning of each month and are due upon receipt.

Q: What if I don’t provide my documents on time?
We ask for bank and credit card statements (and any other source documents) by the 5th of each month. If documents are delayed, your financial reports may also be delayed — but we’ll always do our best to keep you on track.

Q: Is there a contract or can I cancel anytime?
Our services are billed month-to-month with a 30-day cancellation notice, so you have flexibility without being locked into a long-term contract.

Q: What if I don’t pay my invoice on time?
Payments are expected by the due date on the invoice. If an invoice remains unpaid, services may be paused until the account is brought current. Continued non-payment may result in termination of services.

Q: How do you prefer to be contacted?
The best way to reach me is by email at anah@bloombalanceaccounting.com.

I check emails frequently and prioritize clear and timely responses. Communication is my priority!

Q: Do you offer phone or video calls?
Yes — we can schedule a call or Zoom when needed, but email is always the quickest way to reach me.

Q: When can I expect a response?
I do my best to reply within 1–2 business days. For anything urgent, please note that in your email subject line.

Q: What is the client portal and how does it work?
Our secure client portal is where you can:

Upload and access documents safely/ E-sign engagement letters/ Pay invoices/ Track deliverables all in one place

You’ll receive an invitation to join the portal once we begin working together.