FAQs

Should you have a specific need or situation, feel free to contact us.

FREQUENTLY ASKED QUESTIONS

How do I get started?

Call us for a free consultation. It takes less than an hour, and is the best way to see if we can meet your needs.

How do you charge for your services?

We charge a fee based upon your needs. At startup, we review the complexity of your financial situation and determine a fee commensurate with the need. There are no commissions or other fees except for overnight or certified mail.

How do my bills and other financial documents get to you?

In most cases, we change the mailing address on the bills so they come directly to us. That speeds things up considerably. But we also provide you with postage-paid business reply envelopes you can use to send us bills from your home or office.

If my bills go directly to you, when will I see them?

At the end of every month, we send you a package containing all the paid bills along with a cover sheet summarizing everything. Also, we scan every bill that comes to our office, so some clients opt to have the bills sent to storage, knowing that the scans are always available.

Do I lose control of my accounts?

Clients tell us that with our services they actually feel more in control. They use our cash flow reports to better understand where their money goes. All you really lose are the headaches associated with writing checks every month.

How can I get information from you when I need it quickly?

We have a secure messaging system by which we send encrypted files to you or your advisors whenever needed.

How do you know what to pay?

Most bills just have to be paid in full. If you think about it, your utilities, mortgage payments, car leases, etc., don’t have any “wiggle room” so we just pay them. In other cases, such as credit cards and gardeners’ bills, we get your approval prior to payment.

What if I go out of town for the summer or winter?

That’s when you enjoy one of the major benefits of our service. Because your bills come to us directly, you don’t have to worry about mail going where you’re not. And because you let us know where you will be at any given time, we can send reports, paid bills, etc. to you there.

Will you try to sell me other financial products & services?

No. We are an accounting and reporting service that is not registered to sell investments or provide advice. We have relationships with other firms and can make suggestions as needed, but we only provide the bookkeeping services described here.

What if I decide not to continue?

While we sign an engagement letter that runs for one year and renews automatically, you are free to cancel the service at any time. Having said that, we have quite a number of clients who have used our services for over 25 years.

Are you interested in working with us?

Call us at 800-648-5369 or email info@myaccountant.com
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