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hein
Level 1

If a client only requires Annual Financials, how can we make use of a package which we can use multiple times if the client does not want to become a customer?

In some instances, clients move from accountants and we do not want to carry the cost for a year. Is there a package available fur this type of "walk-ins"?
1 Comment 1
JessT
Moderator

If a client only requires Annual Financials, how can we make use of a package which we can use multiple times if the client does not want to become a customer?

Thank you for visiting the Community today, hein!

 

I understand that there are businesses that do not regularly monitor their books and solely rely on their accountants. Currently, the available packages we have requires a monthly or annual payment. We do not offer a package with a flexible payment or renewal that will suit your client.

 

Feel free to let me know if you have any other concerns. I'm just around to continue to help.