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What to expect when you hire a bookkeeping services contractor in Citrus Heights

How Marina's Bookkeeping Services Inc. works

  1. Consultation

    We talk through where your books stand and what you need.

  2. Books Review

    We look over your accounts and past records.

  3. Setup & Cleanup

    We reconcile accounts and clear any backlog.

  4. Monthly Bookkeeping

    Every transaction categorized and reconciled.

  5. Monthly Reports

    A P&L and Balance Sheet, every month.

Typical project, not a quote

These are general figures for a typical bookkeeping services contractor project, not a quote and not a promise from Marina's Bookkeeping Services Inc.. Your project may differ.

  • A first visit to look at the work usually takes 30 to 60 minutes.
  • Small jobs often take a day or two. Larger projects take longer, and an estimate should say how long.
  • Weather, deliveries and permits can move a start date or a finish date, so ask how delays are handled.
  • If the work changes, ask for the change in writing before it is done.
  • Ask what is and is not included, such as cleanup, disposal and repairs to anything that has to be opened up.
  • Prices, dates and terms for your project belong in a written estimate. Ask for it in writing.

Questions to ask any bookkeeping services contractor

  1. Can I see your license number and proof of insurance?
  2. What does the written estimate cover, and what is left out?
  3. How long will the job take, and what happens if the schedule slips?
  4. Who will be on site each day, and who do I call with a question?
  5. What is not included, and what happens if the scope changes?

Preparing and scheduling

How long does the first visit take?

A first visit to look at the work usually takes 30 to 60 minutes. Bring your questions and ask for the estimate in writing.

How should I get ready before work starts?

Clear a path to the work area, move valuables and fragile things out of the way, and tell the crew about pets and who will be home.

How far ahead should I book?

Schedules vary by season and by contractor. Ask for a start date and an estimated finish date in writing, and ask what happens if weather or a delivery moves them.

What if the work changes once it has started?

If the work changes, ask for the change in writing before it is done.

Ready to talk about your project?

Marina's Bookkeeping Services Inc. can answer these questions for your job in Citrus Heights. Call (916) 750-1971.

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