My business is not a law firm, can we still work with you?
Absolutely! Talliers specializes in law firms but has many other clients as well!
We are located in the USA, can we still work with you?
Yes you can! Talliers serves clients in both the US and Canada.
Usually virtual companies charge in US dollars. We are located in Canada, in what currency will we be charged?
Great question! When working with clients in the US, we charge US dollars. When working with clients in Canada, we charge CAD.
Do I get financial reports every month?
Every month we will issue you monthly financial statements consisting of a Balance Sheet, Income Statement and any other tailored reports we have discussed with you for your business. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans.
What qualifications does your team have?
Our team members are CPAs, Certified Bookkeepers and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What happens after I sign up with Talliers Bookkeeping Inc.?
Once you partner with us, you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP.
What information do I need to share?
We would need access to your business bank and credit card accounts in order to efficiently complete the job we've been hired to do. Many banks allow for accountant access to bank accounts with certain restrictions - we will discuss this with you when the time comes.
If I have a question, how long does it take to get an email response?
We pride ourselves on being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
What hours do the bookkeepers and other team members work?
Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use the regular standard work hours of M-F, 8am-5pm (PST) to address emails and phone calls.
What software subscriptions are required to work with Talliers Bookkeeping Inc.?
Our team must use Quickbooks Online (Plus or Advanced), LeanLaw or Clio (for law firms) and Receipt Bank in order to handle the work efficiently.
If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we will walk you through this. We offer discounts on subscriptions for Quickbooks Online and the Leanlaw app - Receipt Bank we provide to our clients for free!
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required.