FAQ

  1. What are the fees?
    We use a flat monthly fee based on your business needs. Let’s discuss your specific requirements to determine the best solution for you.

  2. What type of bookkeeping services do you offer?
    We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. Our services are fully remote, but we can also arrange in-person meetings if needed. We utilize secure, cloud-based software for seamless document uploads and transfers.

  3. How does monthly bookkeeping work?
    We categorize and record all your business transactions in QuickBooks and generate essential financial reports such as your Profit & Loss Statement and Balance Sheet.

  4. What if I need more frequent updates than monthly?
    We’re flexible and can tailor our services to your needs! If you require more frequent updates, we can meet as often as necessary. We also offer weekly cash flow meetings to help you optimize your finances.

  5. When and how do I send my documents to you?
    We require your bank statements each month. To streamline the process, we can set up automatic syncing with QuickBooks so you can focus on running your business. If you prefer, you can also send documents manually via our secure, cloud-based system or email.

  6. When do I receive my monthly financial reports?
    Your financial reports will be delivered by the 10th of each month, ensuring you have the insights needed to plan effectively for your business.

  7. What if my books are behind or need cleanup?
    No worries! We specialize in cleaning up inaccurate or outdated records. We’ll review your situation and develop a plan to get your books in order.

  8. Can you assist with special projects?
    Absolutely! We love innovation and problem-solving. Let’s discuss your project and explore how we can support your business goals.

  9. Do you offer tax preparation services?
    Yes! We work with a CPA who provides tax preparation, consulting, and strategic planning for your business.