Our service is focused on accurate and up-to-date bookkeeping. However, it does not include:

(i) Sending invoices or paying bills,

(ii) Managing inventory, accounts receivable, or accounts payable,

(iii) Financial advisory or investment services,

(iv) Providing or filing tax returns,

(v) Creating or sending 1099s,

(vi) Payroll management (QBO Full-Service Payroll is available separately).

Yes. You can subscribe to qbsimplify’s bookkeeping services whether you’re already using QuickBooks Online or just getting started. The process is simple:

(i) Sign in to your QuickBooks Online account,

(ii) Choose the qbsimplify service plan that fits your needs,

(iii) Contact our team for setup assistance and pricing details if needed.

This flexibility ensures you can start receiving expert support without switching platforms.

There’s no strict time cap. Many small businesses typically schedule one or two video check-ins per month to review results and ask questions. Here’s what you can expect:

(i) You’re limited to one scheduled session at a time,

(ii) You can share documents with your bookkeeping team anytime,

(iii) Chat and communication support are available outside of meetings.

This balance allows for both structured check-ins and flexible on-demand support.

Yes. With qbsimplify, you maintain full control of your subscription. You can:

(i) Cancel at any time before your next billing date without penalty,

(ii) Switch between plans as your business needs change,

(iii) Adjust your subscription so your service grows with your company.