7 hours of Quarterly effort in the Copper Quarterly Ongoing Bookkeeping Services

Purpose

The Copper program is designed with a defined level of quarterly effort to ensure your bookkeeping is completed efficiently while maintaining a consistent and scalable service model. This structure clearly separates internal work from client-facing support.

What’s Included

The Copper program includes a total of 7 hours of effort per quarter, broken down as follows:

Internal Accounting Work (2 Hours per month x 3 months = 6 hours per quarter):

• Dedicated Bookkeeper (monthly bookkeeping and transaction posting)

• Accountant Review Manager (quality control review)

• Scheduling Assistant (meeting coordination)

• Internal Client Manager support

Client-Facing Support (1 Hour):

• One Quarterly Zoom financial review meeting (up to 1 hour)

This structure ensures your books are completed and reviewed each quarter, along with dedicated time to walk through your financials.

How ABBL Uses This Internally

ABBL uses the 6 hours of internal effort to:

• Complete your quarterly bookkeeping

• Perform reconciliations and internal review

• Prepare your financial reports

• Coordinate communication and outstanding items

The 1-hour meeting is reserved specifically for reviewing your financials and answering questions.

This is not hourly billing, but a guideline for expected effort within the Copper program.

If Quarterly Effort Is Exceeded

If the required work exceeds the included scope in a given quarter:

• ABBL will notify you before performing additional work

• Work may be paused and completed in the following quarter, or

• You may approve additional work as a change order

Additional work is billed as follows:

• $75 per hour for bookkeeping and internal team work

• $150 per hour for Client Manager or advisory-level support and additional Zoom meetings

All additional charges are approved in advance and billed separately from your subscription.

What This Means for You

If your business fits within the Copper program:

• Your bookkeeping and reporting will be completed within the included scope

• You will have a dedicated quarterly meeting to review your financials

• You should not regularly experience additional charges

If additional hours are frequently required, it typically indicates:

• Increased transaction volume

• Greater business complexity

• A need for additional services or a higher-tier program

What Is Not Included

This feature does not include:

• Unlimited internal work time

• Unlimited meetings or additional live support

• Ongoing out-of-scope work without approval

When a Change Order or Upgrade May Apply

A change order or upgrade may be recommended if:

• Internal work consistently exceeds the 6-hour quarterly allocation

• Additional meetings beyond the included 1 hour per quarter are required

• Business complexity grows beyond Copper scope

Why This Matters

This structure ensures ABBL can deliver consistent, high-quality service while keeping pricing predictable and fair. It also clearly defines how time is allocated between completing your work and supporting you directly.

The Bottom Line

Each quarter includes 6 hours of internal accounting work + 1 hour of live support.

If your business stays within scope, everything runs smoothly. As your needs grow, ABBL provides clear options to expand your support without disrupting your workflow.