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✔ You will receive all your monthly financial reports as well as regular updates on your financial status. So that you will clearly understand our billing practice, we will also provide you with a pro forma invoice reflecting what the charges would have been had we billed you.
✔ If you like our service, we will start billing you at the beginning of the 3rd month. If for whatever reason you do not wish to continue with us during and after the free trial, we will download your bookkeeping data into an Excel Spreadsheet that is usable by any bookkeeper.
Once you sign up for the Free Trial, we will start the initial setup. We do the setup for free, but we need your full cooperation getting it done. The account managers will work with you every step of the way. During the setup and free trial, we will learn the intricacies of your business and automate the bookkeeping process as much as possible. Once we get the setup done and get through your two months free trial, your future participation should be reduced to a minimum.