Frequently Asked Questions

What are your 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 services do you offer?

We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. 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 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 reports.
What if I need a more frequent schedule than monthly?

We provide excellent customer service, and we are here to serve you. We can absolutely 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 I send my document to you?

We can sync your bank and credit card accounts to QuickBooks Online so that we receive them on a monthly basis to reconcile your accounts. We can also set up an email in QuickBooks Online or you can scan receipts on your phone using the app.
When do you deliver my monthly financial reports?

We will have your financial reports delivered by the 10th of every month so that you can better plan your business.
When do you deliver my monthly financial reports?

We will have your financial reports delivered by the 10th of every month so that you can better plan your business.
What if my books are behind schedule or need a clean-up?

We can help clean-up any messy transaction or inaccurate records from your past. We will discuss the details as necessary for your specific situation.
What if I need assistance for a special project?

Let's talk about it. We love innovation and we are constantly trying new concepts. Let's work together to improve your special projects and optimize your business.