These are the essential topics you need to know to work with us should you not want to read every word on our website, which we’d love for you to do. However, we know you rather know what’s essential, so we hope all of the points below cover it.

Services

Our Services

• • Bookkeeping Services – this can be full-time, part-time, or pay as needed to keep your QBO file in order.

  • Set-up – Quickbooks Online (QBO), payroll, and other software to enhance QBO.

  • Back work and Clean-up Work – either one you need to get up-to-date, and we’re able to help you do that on a flat fee project rate.

  • Business Advisory – cash flow analysis to help manage, run, and grow the business. We see something. We say something and offer recommendations and valuable resources to help streamline your business admin.

  • Software Stacking – QBO is robust software; however, it may not be enough for your business. Therefore I sometimes advise what other apps you may need to reach your optimum business and financial goals. 

  • Troubleshooting – you know QBO; however, you run into problems from time to time. We are providing real solutions and not bandaid fixes. Let us be your customer support. 

  • Incorporation – we support you in starting your company. We help you decide on the type of entity you need to move forward with starting your business. Get the guidance you need for the beginning and build from there.

Important Policies

Payment Policy

All sessions must be prepaid since your payment confirms your appointment. All services must be paid in advance to acquire them. All sales are final. Sessions and services are non-refundable, exchangeable, or transferable. We accept ACH, credit card payments, Mastercard, Visa, American Express, Discover, and Apple Pay. The customer pays all merchant fees.

Late Policy

We always initiate contact with you based on the phone number you provide while making your appointment. We’ll call you three times in five minutes. After 5 minutes, it’s your responsibility to call us back. Unfortunately, we cannot make up for the lost time if you are late. Please accept our call from 1-212-281-3295.

Cancellation and No Shows Policy

Sessions rescheduled more than 12 hours in advance will be credited to your account for future use (we do not offer refunds). Sessions rescheduled within 12 hours will be forfeited. Missed sessions will be forfeited. Cancellations can be made online 12 or more hours before your appointment.

The Terms of Service

• • It is a binding agreement that consists of the Terms of Service and the Privacy Policy.

  • It does not include this summary, which is merely intended to help emphasize key sections of the Terms of Service.

  • Business Pipeline may modify all policies without notice on the website at any time.

The Privacy Policy

• • Explains that we will not sell your personal information to third parties.

  • Notifies you of how we collect and use your personally identifiable information.

  • Assures you how we protect your information that you do not otherwise make publicly available, such as your banking details, credit card information, EIN, and social security number.

To use the Services, you:

• • Must be at least eighteen (18) years old.

  • Must comply with our Terms of Service.

  • You may need to create an account to use some of our Services.

The content that already exists on the Site:

• • None of the content placed on our Site is legal advice. You should contact the proper authorities and do your due diligence before adopting or using any product or service.

  • It is made accessible on the Site, subject to all rules and restrictions outlined in terms of service.

Our Customer Profile

• • We seek partnerships which means it takes two to reach your business goals.

  • We’re here for the long haul and would prefer you to be also.

  • We seek companies that want full charge full-time and part-time bookkeepers and or business managers.

  • We love clients who desire to learn about proper financial record keeping and seek to grow their businesses.

Hours of Operation

Our Business Hours

• • We’re open Monday to Thursday, 10 AM to 7 PM, at regular billable rates shown on our calendar. 

Our Extended Business Hours

• • Access to our extended hours is an additional $75 fee to the rates shown on our service calendar. 

  • Our extended hours are accessible by appointment only directly booked by calling us. 

  • Our extended hours are Monday to Thursday, 7 PM to 9 PM, and Friday to Saturday, 10 AM to 2 PM.