FAQ

Is there a faster way to get started than scheduling a meeting?

Yes! Click here to complete our online Client Interview Questionnaire: https://accountingforjewelers.com/client-interview/

We will reach out to you if we need additional information and schedule a free consultation if needed.

Do you provide free consultations?

Yes! But first, we need to evaluate where you are at in your business:

Complete and Submit our Client Interview Online here: https://accountingforjewelers.com/client-interview/
We will reach out to you to schedule a consult.

If you don’t have a system in place, or aren’t happy with your current system, then please take a moment to move in the right direction and book an appointment or complete our online questions.

Free Consultations are offered by phone, or in our online meeting space via Zoom. We work with clients throughout the United States.

Do you offer Bookkeeping Services?

Reliable and timely bookkeeping services for the jewelry industry are a given with us. All of our reporting, tax compliance and advisory services rely on this. ookkeeping is the foundation of a healthy business.

We offer full service Bookkeeping Services using Xero Online Accounting Software.

To get started, we first have to get to know you.
You can click here to fill out our online Interview: https://accountingforjewelers.com/client-interview/
or click here to schedule a free consultation: https://calendly.com/accounting/consult/

If you or someone on your team wants to do it yourselves in house, we train you our methods through the Online Accounting Made Easy Masterclass for Xero: https://diy.accountingforjewelers.com/

What is your refund policy?

For annual support, you can cancel your membership anytime during the year, but once your payment is processed for the following year it cannot be refunded.

For one-on-one trainings and online courses, we have worked hard to provide the best service available to jewelers who want to do their accounting efficiently themselves using cloud-based software. Because we know this works and we train specifically to make it easy for you and provide everything you need to do so, we do not offer refunds on these services. If you have any questions or concerns, please email support@accountingforjewelers.com and let us know what’s up.

For Bookkeeping and Accounting Services, please refer to your service agreement signed before services were rendered.

For additional Terms and Conditions, go here: https://accountingforjewelers.com/terms-and-conditions/

How do I login? I forgot my username and/or password.

To login to our main website and reset your password, visit https://accountingforjewelers.com/my-account/lost-password/

If you forgot your username, we’d be happy to assist you. Please email support@accountingforjewelers.com

How do I log in to the Course site?

To access the Impact Accounting Made Easy Masterclass website, please go here:  https://diy.accountingforjewelers.com/users/sign_in

Bookmark this page in your browser for easy access. 

I placed an order, how do I download the files?

We want to make the material we share as easy as possible for you to access. Please note that the link to your downloads is sent to the email entered on our site, and this email address may be different than your PayPal email if you used PayPal at checkout. Please check your spam folder if you don’t see an email from us.

If you’re having trouble downloading the material or simply did not receive a link to access the material, please e-mail support@accountingforjewelers.com.

If you received an error message, then please include what it said, so we may troubleshoot and send you the material. We apologize in advance for any inconvenience.

Do you offer support for jewelers that do the bookkeeping themselves?

Yes, we offer 4 ways we can work together if we don’t do your bookkeeping for you. You can do any or all of the following:

1) Purchase our email and phone support package: https://diy.accountingforjewelers.com/courses/help
2) Join our Monthly Activation Group Calls, Accountability with an Accountant: https://diy.accountingforjewelers.com/courses/activate
3) Work with us one on one through Monthly Meetings: https://accountingforjewelers.com/product/monthly-review/
4) Work with us one on one through Quarterly Meetings: https://accountingforjewelers.com/product/multi-faceted-quarterly-review/

If you use Xero, you should also check out our Online Accounting Made Easy Masterclass, IMPACT.

Impact stands for Internal systems, Management, Profits, Accountability, Costs, Taxes. This is a complete step by step course in how to use Xero for proper bookkeeping and business management. It includes all the procedures for any type of transaction, our Best Practices, Examples, Issue Resolution, and tons of Bonus Materials and Resources. If you’re doing your bookkeeping, but not sure it’s correct, this will give you the confidence you need to understand it and do it right. Our Gold and Platinum Course Bundles include 1&2 above: Help and Monthly Activation calls with Lifetime access, while individually, Help and Calls are recurring each year. That’s how much we believe in our course.

Can I have someone setup Xero for me?

Our Fresh Start Setup starts at $399 and conversion from another program and importing historical transactions starts at $699. Setups are based on the size and complexity of your business, including the number of bank accounts, volume of transactions, and integrations.

Please complete our online interview here: https://accountingforjewelers.com/client-interview/