FAQs

How do you determine the final price for bookkeeping?
Monthly bookkeeping is priced based on transaction volume, complexity, and the overall condition of your books. To ensure fair and accurate pricing, I review the most recent 2–3 months of bank and credit card activity. As your business grows or activity increases, pricing may adjust — and any changes are always communicated in advance.

Can I switch services later?
Yes. Services can be adjusted as your business evolves, whether that means increased activity, additional accounts, or more hands-on support.

Do you offer custom bookkeeping services?
Absolutely. Every business is different, and services are tailored to fit your specific needs rather than forcing you into a preset services.

How is tax pricing determined?
Tax pricing is based on return type, volume, and complexity. You’ll always receive a clear, upfront quote before we move forward.

How do you bill for services?
Bookkeeping services are billed as a flat monthly fee, determined by transaction volume, complexity, and the condition of your books. Invoices are issued at the beginning of each month and are due upon receipt.

Tax services are billed separately and quoted upfront based on the type and complexity of the return.

What if I don’t provide my documents on time?
We ask that bank statements, credit card statements, and any other requested documents be provided by the 5th of each month. If documents are delayed, your financial reports may also be delayed. We’ll always do our best to keep things moving, but timely documents help ensure accurate and on-time reporting.

Is there a contract or can I cancel anytime?
Bookkeeping services are billed month-to-month with a 30-day cancellation notice, giving you flexibility without a long-term commitment.

What if I don’t pay my invoice on time?
Payment is expected by the due date listed 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.

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!

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.

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.

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.