Membership Access

Believe it or not, it is common AND encouraged for you to have both a bookkeeper AND a CPA. While Elevate does have a CPA on our team, we can also connect with your CPA to ensure that all aspects of your bookkeeping are taken care of.

Our monthly bookkeeping contracts run on an annual basis. This allows for multiple advantages; one of them being that you get to have one, locked-in, steady rate for one full year. Having an annual contract also ensures that we are able to stay in business as we are building long-term relationships that are beneficial to our clients. If you have signed a monthly contract, you will be asked to pay out the remainder of your contract if you desire to cancel.

Your initial 50% deposit is non-refundable, meaning that we are not able to refund for any of the initial work that we have already done. If you cancel in the middle of a project, you will be billed on an hourly basis regarding the remainder of the hours we have spent working on your project.

For all services, we ask for 45 business days to complete all aspects of the project. While our projects seldomly take that long, we do want to let clients know of our timeframe especially as we hit our busy months.

How often we update and reconcile your book depends on the package that you purchase. At the very least, ALL accounts in the lowest package are reconciled on a monthly basis. Reports for all three packages will be sent out by the 15th of each month, along with the invoice for the prior month’s services.