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FAQS
What are the fees?
We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.
What type of bookkeeping and accounting services do you offer?
We are a QuickBooks Online ProAdvisor. We work remotely, or we can set up in person 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 and accounting work?
We analyze and record all of your business transactions through QuickBooks Online to compile 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 resource partners to prepare your tax return.