F.A.Q.
Frequently Asked Questions
What are the fees?
We operate on a flat rate fee structure for both catch-up services and ongoing monthly support. We would be happy to discuss your specific business needs to determine how we can best assist you.
What accounting software do you use?
We exclusively utilize QuickBooks as our accounting software and hold the QuickBooks Online ProAdvisor certification. This choice allows us to provide our clients with a streamlined experience.
How does monthly bookkeeping work?
We analyze and record all of your business transactions using QuickBooks to prepare comprehensive monthly financial statements, including Profit and Loss reports and Balance Sheets.
When and how do I send my documents to you?
We require your bank statements on a monthly basis. To enhance efficiency, we can set up automatic synchronization of your bank with QuickBooks. We utilize secure cloud-based software for document delivery, ensuring the safety and confidentiality of your information.
When do you deliver my monthly financial reports?
We will deliver your financial reports by the 15th of every month, ensuring you have the insights you need to effectively plan for your business’s success.
What if my bookkeeping is behind schedule or requires cleanup?
Rest assured, we can assist with organizing outdated transactions or inaccurate records from your past. We will discuss the specifics of your situation and tailor our approach to meet your needs.
