FAQs

How much are your fees?

We charge a flat rate fee per month. We can discuss your business needs to determine the services that you will suit your business needs. Fee for services outside of bookkeeping will be determined by the scope of the need.

What bookkeeping software do you use?

We specialize in QuickBooks Online. We work remotely, or we can set up in person meetings to help better serve your bookkeeping needs. We utilize cloud based software. This allows 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 Profit & Loss and Balance Sheet.

What if I need assistance more often than monthly?

No problem! We can get together once a month or more frequently than that to discuss specific needs.

How do I send my documents to you?

We’d love to work with you to make managing your bookkeeping as smooth as possible. One option is to set up automatic syncing of your bank statements with QuickBooks, so you can focus more on running your business. If you prefer, you’re also welcome to send your bank statements and other documents to us directly each month. We use secure, cloud-based software and email to ensure your information stays protected.

When are my monthly financial reports provided?

By the 10th business day of every month.

What if my books are a mess and I don’t know what I need?

No need to worry — we're here to help tidy up any past transactions or fix any inaccuracies in your records. We'll go over the details with you and tailor our approach to fit your specific situation.

Do you provide consulting services?

We do! We can get together to clearly define what your needs and expectations are.

What if I need tax preparation?

We’re looking forward to expanding and will be offering Individual Income Tax preparation services soon.