Question 1

What are your fees?

Accepted Answer

We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.

Question 2

What type of bookkeeping services do you offer?

Accepted Answer

We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document uploads and transfers.

Question 3

How does monthly bookkeeping work?

Accepted Answer

We analyze and record all of your business transactions through QuickBooks Online to compile monthly financial statements such as P&L and Balance Sheet reports.

Question 4

What if I need a more frequent schedule than monthly?

Accepted Answer

We provide excellent customer service, and we are here to serve you. We can absolutely meet more often to meet your specific business needs. We can even provide weekly cash meetings to help you optimize your cash flow.

Question 5

When and how do I send my document to you?

Accepted Answer

We can sync your bank and credit card accounts to QuickBooks Online so that we receive them on a monthly basis to reconcile your accounts. We can also set up an email in QuickBooks Online or you can scan receipts on your phone using the app.

Question 6

When do you deliver my monthly financial reports?

Accepted Answer

We will have your financial reports delivered by the 10th of every month so that you can better plan your business.

Question 7

When do you deliver my monthly financial reports?

Accepted Answer

We will have your financial reports delivered by the 10th of every month so that you can better plan your business.

Question 8

What if my books are behind schedule or need a clean-up?

Accepted Answer

We can help clean-up any messy transaction or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

Question 9

What if I need assistance for a special project?

Accepted Answer

Let's talk about it. We love innovation and we are constantly trying new concepts. Let's work together to improve your special projects and optimize your business.

Question 10

Can I use my own QuickBooks?

Accepted Answer

Yes-If you bring your own active copy of QBO we will take $100 of your bill per month for monthly bookkeeping services.

Question 11

What if we have lots of transactions?

Accepted Answer

Over 500/mo or >2 accounts may add $100 per tier.

Frequently Asked Questions