Greenspace Bookkeeping Plans
HOW IT WORKS: Each reporting period you will send any relevant documents from the previous month (invoices, receipts, statements, etc.) using your custom document email, a prepaid envelope or by connecting your accounts to our backend system. Make sure to submit everything to Greenspace by the due date you are assigned! Any documents you send by mail will be returned the next reporting period, along with your customized and detailed Financial Reports.
WHAT WE DO: Each reporting period Greenspace will categorize your transactions and, using the available documents and information, will classify and generate Financial Reports (Profit and Loss, Balance Sheet, and others). If there are any unknown transactions, Greenspace will categorize these into an account labeled “Ask Client Transactions”. A report of these unknown transactions will be generated and included in your reports for you to review. In order to resolve these unknowns, there are several options:
Send an e-mail to your custom document email with information on each unknown transaction
Mark up your paper report with details about each unknown transaction and include it in the next reporting period’s package
Log into your online dashboard and comment on your report with details about those transactions.
THE FINE PRINT: If new documents are not submitted (by envelope, email, or in person) by your designated due date, Greenspace may not be able to categorize all transactions and, as a result, your financial reports will lack information. It is important to get documents in on-time in order to receive consistent and accurate financial reports and to prevent additional “Catch-Up” bookkeeping and/or fees. We will make no audit or other verification of the data you submit. We may provide reports that contain portions of financial information; these reports are for internal management use only. We will not perform any compilation, review or audit of any of the financial information. We do not at any time provide legal services of any type. We have not been requested to discover errors, misrepresentations, fraud, illegal acts, or theft. Therefore, we have not included any procedures designed or intended to discover such acts, and you agree we have no responsibility to do so. Client information will only be shared with authorized representatives. Either the client or Greenspace Xenodochio, LLC may terminate this Agreement upon receipt of 30 days written notice for any reason. Greenspace may implement, without notice, any changes to its services and report format that do not affect the essential service.
PAYMENT: Greenspace requires acceptance of terms and payment on file before services can begin. By signing the authorization form provided or checking the appropriate box on your online payment submission, you are acknowledging that you are an authorized representative of the company and are agreeing to our Terms and Conditions as stated above and online at www.greenspaceteam.com/terms-and-conditions.
THANK YOU: Thank you for joining Greenspace! We look forward to having you as part of the Greenspace Team!