Terms and Policies

Much of our ability to complete work accurately and timely is highly dependent on effective communication and prompt responses from our clients. To ensure seamless service delivery, we kindly request that clients:

Provide Necessary Documents: submit (or grant us direct access to) all required financial documents (e.g. bank statements, invoices, receipts, etc.) by the agreed deadlines

Respond to Queries Promptly: address any questions or clarifications we may have within a reasonable timeframe.

Notify of Changes: Inform us of any significant business changes that could impact bookkeeping (e.g. new loans, asset purchases, etc).

As professionals in the financial industry, we hold our responsibilities as a trusted fiduciary with great importance.

Our pledge to our responsibility of fiduciaries is to work solely in the interest of our clients for the exclusive purpose of providing benefit and support.

Additionally, we agree to protect all your business and personal information. Prudently keeping all information secure, safe, and private.

We will never send sensitive information to you via text, email, or messenger. We advise all clients to do the same.

The majority of client communication will be done through our secure Client Management System, Liscio and our client/firm collaboration tool, Keeper.app. We ask that you communicate with us in the same manner.

(Liscio features an easy & convenient app for cellular access & website account login for desktop. Keeper.app facilitates expedient communication & collaboration utilizing a unique & client specific link that we provide to each clients.)

We will keep all financial account usernames, passwords and security questions stored in our Client Management System, Liscio - that will be accessed only under triple factor authentication on secured internet servers.

Terms & Policies specific to our general service packages are specified on our 'Services' web page.

Terms & Policies that are client specific are outlined in the client 'Engagement Letter' provided to the client at the time of 'Onboarding'.

If you have any questions on any of our Terms/Policies, please message us.

Google Analytics Tracking Disclosure

At Cast Iron Bookkeeping, we utilize Google Analytics, a web analytics service provided by Google LLC ("Google"), to analyze and track user interactions with our website. Google Analytics employs cookies - small text files stored on your device - to collect information such as your IP address, browser type, device type, operating system, and pages visited. This data is transmitted to and stored by Google on servers in the United States.

Purpose of Google Analytics:

1. Website Analysis: Google Analytics helps us understand how users engage with our website, including but not limited to, traffic sources, time spent on pages, and interactions. This information enables us to optimize content, improve usability, and enhance your browsing experience.

2. Reporting: We use Google Analytics reports to measure the performance of our website and marketing campaigns, and to make informed decisions about future enhancements.

Google's Data Usage:

Google Analytics data is subject to Google's Privacy Policy, which governs the collection, processing, and storage of user information. For more details on how Google uses data when you use our website and how you can control the information collected by Google, please review Google's Privacy & Terms.

Opt-Out Options:

You have the option to prevent your data from being collected and used by Google Analytics by installing the Google Analytics Opt-out Browser Add-on. This add-on is available for most modern web browsers and allows you to opt-out of Google Analytics tracking across all websites.

Your Consent:

By continuing to use our website, you consent to the processing of data about you by Google Analytics in the manner and for the purposes set out above.

Updates to this Disclosure:

We may update this disclosure to reflect changes in our use of Google Analytics or regulatory requirements. We recommend periodically reviewing this page for any updates.

If you have any questions or concerns about our use of Google Analytics, please contact us through our 'Contact Us' page.

Thank you for visiting Cast Iron Bookkeeping and for your understanding.

Frequently Asked Questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business-related income and expense transactions and issue you a monthly financial statements consisting of a Balance Sheet and Profit & Loss Report. These reports will help you understand your business past - to better make decisions on your business future. They are required to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price package. However, additional services are available as an add-on to our basic bookkeeping package. These add-ons include: detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax preparation, accounts receivable, accounts payable, and legal help. Monthly strategy sessions are also available for additional fees.

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services at our company website 'services page' – where our services are listed in more detail and you may select those that suit your business best. You may also request services via email at any time! We are here to help!

Is QuickBooks Online required for the Basic Bookkeeping package and/or Cleanup Services?

Yes. Our team must use QuickBooks Online to handle the bookkeeping. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or QuickBooks Self Employed are not. If you have a current and acceptable subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding instructions will walk you through how to get that setup. We can offer 50% off to our new clients for 12 months. This is the best discount you can get with QuickBooks Online. We highly recommend signing up for Essentials or Plus to start. You own the license to that and will retain access to the program upon termination of our working relationship if that ever happens.

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. You can cancel anytime by providing a 30 day written notice to our firm.

Is an engagement letter required?

Yes, an engagement letter is required. Our Terms and Conditions are included as part of our official engagement letter. You may be asked to sign future engagement letters via electronic signature for any additional services as well.

What is required of me?

We do want to provide world class service to you, but we cannot do that without the proper documents and items requested during onboarding and in the future. We also cannot read minds so there will be various questions asked throughout the month to make sure we are categorizing things appropriately. Timely responses are appreciated.

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts to efficiently complete your monthly financials. Many banks allow accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.

If I have a question, how long does it take to get an email response?

We pride ourselves in 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 inquiry and will address it shortly.

What hours do 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 standard M-F 8-5 work hours to address emails and phone calls.

Limitations of offered discounts

All offered discounts are one-time offers, unless otherwise specified. After the initial discounted work is completed, the fees return to full price.

What qualifications does your team have?

Many of our team members are CPAs, legal professionals, and Certified Quickbooks Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We 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.

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