- What should I do if I forgot my password for the client portal?
- How do I securely access my bookkeeping files?
- Can I give my accountant access to my bookkeeping?
- How do I update my email address or other contact information?
- How do I update my bank details?
- Is my financial data secure with Sound Bookkeepers?
- Who can access my files?
- What should I do if I suspect unauthorized access to my information?
- How often are my books updated?
- How do I submit receipts and invoices?
- How do I categorize a transaction I'm unsure about?
- Will my bookkeeper review my accounts for errors?
- How are adjustments and corrections handled?
- Can I see real-time updates to my books?
- How do I check the status of an ongoing project?
- What's the process for month-end closing?
- When will I receive my monthly invoice?
- What payment methods do you accept?
- How can I set up automatic payments?
- What should I do if I have a billing discrepancy?
- How do I update my payment method?
- What happens if my payment is late?
- Are there any late fees?
- Can I receive a statement of my account balance?
- How often will I receive financial statements?
- Can I request additional reports?
- What's included in my standard monthly report?
- How do I interpret my financial statements?
- How do I get reports for tax filing?
- Can I see year-to-date comparisons?
- Do you offer cash flow projections?
- How can I track my expenses my category?
- Can I add payroll services?
- I need to cancel my contract. What steps should I take?
- I am thinking of selling/closing my business. What role does my bookkeeper play?
- My bookkeeping needs are increasing/decreasing. Can our agreement be changed to reflect that?
- Can the scope of work contained in my agreement be changed?
- Choosing a payroll provider in 2025