Who Do You Work With?
Here we are focused on GROWTH. We are looking for businesses that are outside the 1-2 years of growing pains. They are established but ready to JUMP. We want business owners that are passionate about what they do, but understand the value of a good team. Here we are down to earth, easy to talk to, and quick to smile. We are looking for the same
Can I Add on to the Essentials Bookkeeping Package?
The Essentials Bookkeeping package is exactly how it sounds- it's the base foundation, or "Essentials" to running a business that has the finances managed.
We anticipate however, that our clients will need more so we customize services to meet their needs. Some of the most common ways is through custom reporting or Accounts Payable entry. Other examples are below-
The Less Obvious Stuff- Additional Services:
- QuickBooks Set-up & Chart of Accounts build out
- Detailed financials showing class tracking or job profitability
- Bill Payment Services
- Payroll Management
- Sales Tax Filing
- Custom Reporting to include: Statement of Cash Flows, Unpaid Bills Etc etc.
Just tell us what it is you need, and we will work to accommodate you. If you require additional services beyond the Essentials, we encourage you to schedule a strategy session with Morgan so you can go over your needs together.
Ready to Get Started?
What Happens After I Sign Up?
Since we will need access to your online business banking, credit cards, loan accounts, and third party e-commerce payment systems, (as is the industry standard practice), we will be reaching out to you for a meeting to begin that on-boarding process.
For peace of mind, most institutions allow for “read only” status to be given upon your permission. We prefer at least this level of access as it this allows for optimal efficiency for us to be able to perform the tasks you are hiring us to do!
We will formalize the relationship by sending your our engagement letter, initial invoice, and help resolve any further obstacles.
Is QuickBooks Online required to sign up for the Essentials Bookkeeping package?
We use QuickBooks Online as our software of choice to handle your bookkeeping needs; this includes Simple Start, Essentials, Plus, or Advanced. Please keep in mind, not all of these software's offer the same features- and each business has different bookkeeping requirements. Please consult with our firm before selecting a software type if you have any questions. If you do not currently use QuickBooks Online we can help you obtain a subscription. When allowing us to help you sign up, we can get you 30% OFF your subscription for 12 months! Contact us to see how! ** At this time we do Not support QuickBooks Self Employed (upgrade required)
How long does it take to get an email response? What are acceptable forms of Communication?
At Papillon House we are here for you! You will not have to wait to get a response for an email or have to "get on a calendar" just to ask a question! Our best methods of communication are email or text. Text's are usually answered within the hour and emails are typically by the end of the day.
What are your Qualifications?
Papillon House Bookkeeping employs and is partnered with some of the top industry professionals. Our trusted partners are CPAs or Certified PRO-Advisors. We have positioned ourselves to be well connected to a very large network of financial professionals, and industry resources, which allow us to find solutions fast and give our clients powerful tools.