Accounting Services for Non Compliance
Accounting Services is a period that allows you the opportunity to meet compliance and the terms of CFO Services, prior to being ineligible for CFO Services.
Accounting Services for Non-Compliance
Excessive or continuous non compliance will result in your Services being downgraded to Accounting Services for a period of 90-days, or the end of the current tax year, whichever is sooner.
CFO Services may resume once all compliance, and terms of services, are met.
CFO Services
The following CFO Services will continue during the 90-day Accounting Services period.
- Monthly Karbon requests
- Bookkeeping Rules
- Bell Solutions will download statements that a login has been provided for.
Accounting Services do NOT include:
- Weekly Bank Feed Maintenance
- Document Control, including Uncategorized Transaction reporting.
- Monthly reconciliations
- CFO Support
- Strategy/tax consulting
- Assistance with audits
- CFO Meetings
- Year End Services
- Income Tax & 1099 Support Services
Support Services
The following Support Services will continue during the 90-day Accounting Services period, providing that compliance and terms of services are met.
- Payroll Support Services
- Sales Tax Support Services
- Contractor Support Services
Tax & Audit Ready
To Save Money & Ensure Accuracy:
- Send your receipts weekly. (Notes are not receipts.)
- Send, or provide online access to, your business account statements each month.
- Never enter, or edit, cash transactions in your QuickBooks system, even if your app tells you to categorize transactions.
- Never alter the settings in your QuickBooks system.
- Notify Bell Solutions when new users need access to your system.
