What are the fees?

We use a flat rate fee per month based on the volume and complexity of the business.   Schedule a quick 10 minute call to discuss your business to start the process of understanding the size and complexity of your Bookkeeping needs.

 

How do you determine the fees? 

This is discussed in our initial call and we will request to review all current accounts in depth to determine a timeline

 and an upfront one-time or monthly estimate.

 

How long does it take to receive a quote?

Once we receive the information, we will immediately analyze  the volume and complexity of the business and once the analysis is complete, 

a quote will be sent to your inbox immediately.

 

What type of bookkeeping services do you offer?

We specialize in QuickBooks and are a QuickBooks Online ProAdvisor.  We work remotely, or we can set up Zoom 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. 

 

Do you need to be onsite in order to do bookkeeping?

No, we don't need to be onsite.  All bookkeeping is done remotely.

 

How are you able to do the bookkeeping remotely?

Once we are invited in as an "Accountant User", we will have access into your Quickbooks Online account.  This will allow us to 

categorize your transactions on a weekly basis which provides real time data for the business owner.   We will also be able to reconcile your accounts

 on a monthly basis which provides us the ability to run accurate financial reports which are provided by the 10th of each month.

 

When and how do I send my documents to you?

We will need your bank and credit card statements each month in order to reconcile your accounts and have accurate financial reports. You can send us 

your statements and 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?

No need to 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.

 

Do you handle Accounts Payable and Accounts Receivable (especially past due invoices and collecting them) ?

Yes we offer Full-service A/P & A/R management. We will create your bills & invoices and track payments.

 

What if I need tax preparation?

We work with a CPA that can handle all of your tax preparation, consulting and strategy for your business.

 

I'm embarassed that I haven't kept up with our books and I know they are inaccurate or missing a lot of information.

No need to be concerned or embarassed at all !  This ia a "no judgement" zone and we will always be that way.  One of our clients felt this way which is why she hesitated to reach out to a bookkeeper.  She was stressed and desperate to get her books in order.  Now she is happily growing her business and her books are in order.