Q: What are your fees?

A: Although we use a flat monthly rate, some businesses may require custom hourly, monthly, quarterly, or yearly plans. To determine the best plan for your business, we'll discuss your specific needs and tailor our services accordingly.

Q: What type of bookkeeping services do you offer?

A: We specialize in QuickBooks and provide comprehensive bookkeeping services. We can work remotely or schedule in-person meetings to ensure you understand your financial data. We utilize secure, cloud-based software for easy and safe document uploads and transfers.

Q: How does your monthly bookkeeping service work?

A: We analyze and record all your business transactions in QuickBooks to generate monthly financial statements, including your Profit & Loss (P&L) statement and Balance Sheet.

Q: What if I need a more frequent schedule than monthly?

A: We pride ourselves on excellent customer service and are here to meet your needs. We can absolutely accommodate more frequent schedules. We even offer weekly cash flow meetings to help you optimize your cash management.

Q: When and how do I send my documents to you?

A: We require your bank statements monthly. We can set up automatic bank synchronization with QuickBooks so you can focus on your business. Alternatively, you can send documents through our secure cloud-based software or via email.

Q: When do you deliver my monthly financial reports?

A: We deliver your financial reports by the 15th of each month, providing you with timely insights for better business planning.

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

A: Don't worry! We can help clean up any messy transactions or inaccurate records from your past. We'll discuss the specifics of your situation and create a plan to get your books in order.

Q: Do you offer tax preparation services?

A: Currently, we only provide bookkeeping services. However, we're happy to collaborate with your CPA or accountant to ensure your financials align with your tax preparation needs.

Q: I don't have a CPA or accountant. Can you help?

A: Yes, we can! We'll do our best to find a reputable local company that can assist you with your tax preparation needs.