Frequently asked questions.

What are the fees?
We offer a straightforward flat monthly fee. Let’s discuss your specific business needs, and we’ll tailor our services to best support you.

What type of bookkeeping services do you offer?
We specialize in QuickBooks and are certified QuickBooks Online ProAdvisor’s. Our services are offered remotely, or we can arrange in-person meetings to help you gain a deeper understanding of your bookkeeping. We also use cloud-based software for seamless and secure document uploads and transfers.

How does monthly bookkeeping work?
We review and record all your business transactions through QuickBooks and generate monthly financial reports, including Profit & Loss statements and Balance Sheets.

What if I need a more frequent schedule than monthly?
We pride ourselves on providing excellent customer service and can adjust our schedule to meet your unique needs. Whether you need weekly cash flow meetings or another frequency, we’re here to support you.

When and how do I send my documents to you?
We’ll need your bank statements each month. We can set up automatic synchronization with QuickBooks, allowing you to focus on your business while we manage your bookkeeping. If you prefer, you can also send your documents directly to us via our secure cloud-based platform or email.

When do you deliver my monthly financial reports?
You’ll receive your financial reports by the 10th of each month, giving you ample time to plan and make informed decisions for your business.

What if my books are behind schedule or need a clean-up?
No worries! We’re here to help clean up any inaccurate or disorganized records. We’ll review the details with you and create a plan to get everything back on track.

What if I need assistance with special projects?
Let’s chat! We love exploring new ideas and concepts. Together, we can work on your special projects and find ways to enhance and optimize your business.

What if I need tax preparation?
You can continue working with your current CPA or Tax Advisor, or choose to collaborate with our trusted partners who offer expert tax preparation, consulting, and strategic planning tailored to your business.