FAQs
What are your fees?
We offer flat monthly pricing based on your business needs. Every business is different, so we’ll talk about what works best for you and create a plan that fits your business.
What type of bookkeeping services do you offer?
We specialize in QuickBooks Online and are certified QuickBooks Online ProAdvisors. We work remotely and also offer virtual meetings to help you better understand your bookkeeping. We use secure cloud-based software to make sharing documents easy and safe.
How does monthly bookkeeping work?
What if I need help with a special project?
Each month, we review and record your business transactions in QuickBooks and prepare financial reports like Profit & Loss statements and Balance Sheets so you can stay updated on your business finances.
What if I need bookkeeping more than once a month?
When and how do I send my documents?
When will I receive my financial reports?
No problem. We can create a schedule based on your business needs, including weekly bookkeeping or cash flow meetings if needed.
We use secure cloud-based software for easy document sharing. Your bank accounts can also be connected directly to QuickBooks to automatically import transactions. If you prefer, you can also send documents manually.
What if my books are behind or need cleanup?
Monthly financial reports are usually delivered by the 10th of each month so you can stay organized and make informed business decisions.
That’s okay — we can help catch up your bookkeeping, clean up old transactions, and organize your records. We’ll work together to get everything back on track.
We’re always happy to discuss special projects or unique business needs. Let’s work together to find the best solution for your business.