The Wren Group, Inc. - Frequently Asked Questions

Frequently Asked Questions

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Do I have to sign a contract?
Do you keep my business information confidential?
Are you licensed?
Are you insured?
How do I know what services I need?
Who keeps the actual checkbook?
Are bills sent directly to you?
How often will we meet?
How are prices calculated?
How will I be billed?
How do you address the need for increased or decreased services?
What happens if my business grows and I need someone full-time?
Are there any services you don't provide?

Answers

Do I have to sign a contract? Yes, but not one that ties you to our services for one moment longer than you want to be. Our contract protects your confidentiality, provides details on payment terms, and most importantly, specifically lays out our services to you.
Do you keep my business information confidential? Absolutely. Your business contract contains a specific and strict confidentiality policy: "We will not discuss, disclose or communicate any of your personal or professional business plans, strategies, opportunities, pricing or other financial data, clients, transactions, conversations, inventions or documentation not known to the public with anyone in any form or fashion, without your prior electronic, verbal or written consent."
Are you licensed? We are licensed to do business by Walton County.
Are you insured? Absolutely. A copy of our policy is available for your review at any time. We carry not only general liability but errors and omissions insurance as well.
How do I know what services I need? When we meet, we will discuss your current business arrangements, as well as the quantity and volume of invoices you generate, bills you receive, and number of employees. We will then create a business service plan tailored for you, your business, and your needs. Our services will be detailed for you so you'll know exactly what to expect. Your service plan will be part of the your business contract.
Who keeps the actual checkbook? It's up to you; it's your company. We have clients who want us to handle everything, clients who want to hold the checkbook, and clients in between. We will handle it however you want, and the way we handle your checkbook will be documented in your business contract.
Are bills sent directly to you? It depends on the type of service you choose. We can come to your office and pick them up, you can mail them to us, or we can set up a post office box to receive them. This is another option that will be documented in your business contract.
How often will we meet? We will meet on a regular basis, but no less than monthly. We will also schedule meetings during quarterly tax season and allocate time to meet with your accountant or CPA during tax season.
How are prices calculated? The cost for our services are based on the depth of service you require, as well as the volume of accounting paperwork we'll handle. We charge either an hourly rate or a flat fee, depending on what services you require and which method you prefer.
How will I be billed? We invoice our clients on a periodic basis based upon our level of service. For clients with regular visits, we bill monthly on the first of every month. For clients who use our services periodically, we bill upon completion of the service. Payments are due upon receipt of the invoice.
How do you address the need for increased or decreased services? As your business needs change, our services for you can change. We are in business to work WITH you not hold you to services you no longer need or want. Your business contract can be rewritten at any time your services need to be changed.
What happens if my business grows and I need someone full time? We hope this happens! If you're successful, we've been successful. We can continue to handle your business full time, or if you prefer to have someone in your offices, we can hire, train, and transition the work to them. We can also give a new hire part of your accounting and business work and keep some of the more complicated parts, like quarterly taxes. No matter what, we'll be available to help wherever we can on your road to success.
Are there any services you don't do? We are not tax professionals or certified public accountants, and as such, we do not handle your tax returns. We also will not participate in any activities which are unlawful, harmful to people, or cruel to animals. We are an ethical business and will work with only other ethical businesses. We also reserve the right to refuse to do business with any company based on their operating principles.

The Wren Group, Inc. is an independently owned and operated business located in Loganville Georgia and provides accounting and bookkeeping services for Barrow, Walton, and Gwinnett counties. As a QuickBooks Pro Advisor®, we have extensive knowledge and experience with the use of QuickBooks software for small business management. All images, descriptions, and text on this web site are the sole property of The Wren Group, Inc. Copy or use of the images and descriptions from this web site without prior written permission from The Wren Group, Inc. is strictly prohibited.

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