Bookkeeping Agreement FAQs

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Frequently Asked Questions

Why am I signing an agreement?

It is a best practice in our industry that all work undertaken is covered by an up-to-date and relevant engagement letter. This letter ensures we both have a common understanding of what is required to be delivered, for what charge and also lists our general terms of doing business. It also details anything specific to the services you have requested.

Is the payment system safe?

Yes, our proposal provides a secure, automated direct payment system which will automatically collect all one-time and monthly payments. Your payment information is encrypted, meaning we can’t see your details or share them with anyone else.

If we are doing consulting and/or project work for you that is to be charged at our hourly rates we will invoice you separately. These invoices will need to be paid manually. Not by direct debit.

Will I have to enter my payment information?

We do require payment for our services up front. You simply enter your bank account details once and we will take care of all the billing automatically, meaning you don’t have to take care of setting up direct debits, paying from an invoice or transferring individual payments. It also means no awkward phone calls from us about overdue invoices!

By automating this process, we can focus on the things that matter: you.

Will I receive a copy of the signed contract?

Yes, you’ll receive a copy as soon as you accept the proposal. We will store one on file if you ever misplace it.

Will I receive a copy of each invoice?

Invoices are generated on the 1st of each month and are emailed to the email address we have on file.

When are payment deducted from my nominated bank account?

Our trading terms are for payment to be made 7 days following the invoice date.

Bank deductions are processed on the due date of the invoice

You will receive a notification when the payment has been processed

What if I have queries about the invoice?

If you have queries about the invoice please get in touch with us to discuss your queries.

If adjustments to the invoice are required we will make the changes prior to the due date which will be reflected in the payment