Frequently Asked Questions

   Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. We also provide a quick video review of your financial reports highlighting the important numbers to look at. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. We also book a monthly or quarterly strategy session, depending on your business' needs, with you to review these documents. Unlimited email and text support is also included.   

 Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, and sales tax filing. 

Book a "Bookkeeping Consultation" appointment with us on the Home page or Contact Us page to review and setup bookkeeping packages and additional services.

 All of our team members are Certified QuickBooks Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.  

 Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.  

 We pride ourselves in being very responsive to our clients' important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.  

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 9-5 work hours to address emails and phone calls.

 Yes. Our team must use QuickBooks Online in order to handle the bookkeeping. Versions - Simple Start, QuickBooks Self Employed, Essentials, Plus, or Advanced are all acceptable. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our clients! This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.  

 Nope! No contract is required. However, there are no partial month refunds. 

Yes, an engagement letter is required. The terms and conditions document will act as our official engagement letter. You may be asked to sign future engagement letters via electronic signature for any additional services as well.