Terms & Policies

What we ask of you

Keeping your books right depends on hearing back from you. We ask that you:

Give us access to your accounts. Connect us once to your QuickBooks and the bank and credit card accounts your business runs through.

Answer our questions promptly. If a transaction needs your input, a quick reply keeps your books on schedule.

Tell us about big changes. A new loan, a vehicle or equipment purchase, or a new bank account can affect your books.

How we protect your information

We work only in your best interest, and we keep your business and personal information secure and private.

We never send sensitive information by text, email or messenger, and we ask that you don't either.

Client communication, document sharing and questions happen through our secure client portal, Financial Cents.

Your engagement letter

Terms specific to your business are spelled out in the engagement letter you sign when you start with us.

QuickBooks

We work in QuickBooks Online, Simple Start or higher. QuickBooks Solopreneur (formerly Self-Employed) won't work because it doesn't let you add a bookkeeper. You own your QuickBooks subscription and keep it if we ever stop working together.

QuickBooks referral disclosure

Cast Iron Bookkeeping may earn a referral fee when you sign up for QuickBooks through our partner link. It doesn't cost you anything extra, and you never have to hire us to get the discount. Discount terms are set by QuickBooks and its partners and may change.

Questions about any of our terms? Call, text or email us anytime.