Frequently Asked Questions

What are the fees?

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.

What type of bookkeeping services do you offer?

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.

How does monthly bookkeeping work?

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

What if I need a more frequent schedule than monthly?

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.

When and how do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements to automatically synch with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

When do you deliver my monthly financial reports?

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

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

Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

What if I need assistance for special projects?

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

What if I need tax preparation?

We also have a CPA to provide all of your tax preparation, consulting, & strategy for your business!