Frequently Asked Questions
We use a flat monthly fee tailored to your business needs. During our consultation, we’ll discuss your specific requirements and determine the best way we can serve you.
What bookkeeping services do you offer?
We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely, but we can also schedule in-person meetings to help you better understand your bookkeeping. To ensure convenience and security, we utilize cloud-based software for easy document uploads and transfers.
How does monthly bookkeeping work?
We record and analyze all of your business transactions in QuickBooks to compile monthly financial statements such as the Profit & Loss (P&L) Statement and Balance Sheet.
What if I need bookkeeping more frequently than monthly?
We’re here to meet your specific needs! Whether it’s weekly financial updates or regular cash flow meetings, we’ll work with you to create a schedule that supports your business goals.
When and how I send documents or provide access to data?
To facilitate our monthly accounting process, we require your bank statements. For your convenience, we offer two options. Automatic Bank Sync: We can set up your bank accounts to sync directly with QuickBooks, streamlining the process, OR Manual Upload: Alternatively, you can securely upload your statements via our cloud-based software or email.
Please select the option that best suits your needs.
When will I receive my financial reports?
Your monthly financial reports will be delivered by the 10th of each month so you can plan and make informed decisions for your business.
What if my books are behind or need clean-up?
No worries! We specialize in cleaning up messy or inaccurate records. We’ll review the details with you and get your books back on track efficiently.
Can you assist with special projects?
Absolutely! Whether it’s a unique project or an innovative business idea, we’re ready to collaborate and find solutions that optimize your business.
Do you provide tax preparation?
Yes, we partner with a CPA who can handle all your tax preparation, consulting, and strategic planning needs.
What is your hourly rate?
We offer flat-rate pricing for all services. For large projects with an undefined scope of work, we may request a deposit to cover an initial block of hours.
What is the onboarding process like?
Our onboarding process is simple and straightforward. You’ll receive a 1-page bookkeeping agreement to sign. You’ll then fill out a client information spreadsheet so we have the most current and accurate details for your business.
What happens if I need help?
No. We operate on a month-to-month or quarterly basis with no long-term commitments. If you need to cancel, just provide us with a 30-day notice, and we’ll wrap up any remaining work for the current billing period.
Am I locked into a long-term contract?
You’ll have direct contact with your bookkeeper via phone or email. We pride ourselves on prompt responses.
