HOW DO I GET STARTED IF MY BOOKKEEPING IS BEHIND?

Getting started is simple. We'll begin with a consultation to review your current bookkeeping situation and determine how much catch-up or cleanup work is needed. From there, we'll create a customized plan, prioritize the most important time periods, and keep you informed throughout the entire process until your books are back on track.

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WILL I STILL HAVE ACCESS TO MY FINANCIAL INFORMATION?

Yes! We work exclusively with QuickBooks Online, allowing you to access your financial information anytime, from anywhere. Because QuickBooks Online offers industry-leading security, functionality, and app integrations, you'll always have full visibility into your financial records while we keep everything accurate and up to date.

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HOW MUCH DO YOUR BOOKKEEPING SERVICES COST?

Our pricing is customized based on the size of your business, the complexity of your books, and the services you need. We offer competitive rates while delivering personalized bookkeeping solutions that help keep your finances organized, support informed business decisions, and provide long-term value for your business.

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HOW DOES MONTHLY BILLING WORK?

Before we begin, we'll provide a written agreement outlining the services included and your monthly investment. Your payment method will be securely charged on the 1st of each month, allowing us to manage your bookkeeping without interruption so you can focus on running your business with confidence.

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DO I NEED TO BE USING QUICKBOOKS ONLINE?

QuickBooks Online is our preferred bookkeeping platform because of its security, flexibility, and ease of use. If you're not currently using QuickBooks Online, we can help you get set up and make the transition as smooth as possible.

 

CAN YOU WORK WITH MY CPA OR TAX PREPARER?

Absolutely. We work closely with your CPA or tax professional to ensure they have accurate, organized financial records, making tax preparation more efficient and helping eliminate unnecessary stress.

 

WHAT TYPES OF BUSINESSES DO YOU WORK WITH?

We proudly serve small and medium-sized businesses across a variety of industries. Whether you're a startup, established business, or manage multiple companies, we customize our bookkeeping services to fit your specific needs.

 

HOW OFTEN WILL MY BOOKS BE UPDATED?

The frequency depends on your business and the services you choose. Most clients receive monthly bookkeeping services, ensuring their financial records remain accurate, organized, and up to date throughout the year.

 

WHAT BOOKKEEPING SERVICES DO YOU PROVIDE?

We offer transaction recording and categorization, bank and credit card reconciliation, financial reporting, catch-up bookkeeping, and cleanup bookkeeping. Every service is designed to keep your financial records accurate, organized, and ready when you need them.

 

IS MY FINANCIAL INFORMATION KEPT CONFIDENTIAL?

Yes. Protecting your financial information is a top priority. We use secure bookkeeping software and follow industry best practices to ensure your financial data remains private and protected.

 

HOW LONG DOES IT TAKE TO GET MY BOOKS CAUGHT UP?

Every business is different, so timelines vary depending on how far behind your books are and the complexity of your records. After your consultation, we'll provide a clear timeline and keep you updated throughout the process.

 

WHY SHOULD I HIRE A PROFESSIONAL BOOKKEEPER?

Professional bookkeeping saves you time, reduces costly errors, and gives you accurate financial information to make informed business decisions. By outsourcing your bookkeeping, you can focus on running and growing your business while knowing your finances are in experienced hands.