Discovery call with Lowell Lane

FAQS

What are the fees?

We use a flat rate fee per month. We will give you an estimate based on your specific business needs.

What type of bookkeeping and accounting services do you offer?

QuickBooks Online ProAdvisor working remotely, or if needed, in person. We use cloud based software for secure document uploads and transfers.

How does monthly bookkeeping and accounting work?

We use QuickBooks Online connected to your accounts to upload transactions into QuickBooks. We then categorize the transactions, reconcile your accounts and provide monthly financial statements such as P&L and Balance Sheet.

What if I need a more frequent schedule than monthly?

We are here to serve you. We can meet more often to meet your specific business needs . We can even provide weekly cash meetings to help you optimize your cash flow.

When and how do we send our documents to you?

We need your bank statements every month. We are able to setup your bank statements to automatically synch with QuickBooks Online. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

When do you provide monthly financial reports?

Our goal is to provide you with your monthly financial reports by the 10th of the month.

What if my books are behind schedule or need to be cleaned up?

We can provide clean up services to catch up or correct your records. We will be glad to discuss the details for your specific situation.

Do you prepare my tax return?

We have several CPA and Accounting partners to prepare your tax return.