FAQs
What services do you offer?
Our ideal client: a small business operator that wants to focus on business growth. That is perfect because we want to focus on accurate and timely bookkeeping and accounting for the business.
By specializing in QuickBooks Online cleanups, we transform messy books into accurate financial information. If your records need order, contact us for a cleanup consultation and gain peace of mind!
Reconciliation: We categorize your daily transactions and perform bank and credit card reconciliations to ensure your records match your financial institutions.
Financial Reporting: We prepare monthly, and annual statements, including a balance sheet and income statement. We like to collaborate with your tax return preparer to ensure that we align your bookkeeping processes with their requirements. This way, we can make sure everything is submitted correctly and efficiently. If you are looking for a tax preparer, we can refer a great one.
Customized Solutions: We understand that every business is unique, so we can tailor our services to fit your specific requirements.
Consultation Services: We offer insights and advice on financial strategy, helping you make informed decisions.
What is your experience in bookkeeping?
Small business is our thing. After a lifetime of being involved in numerous businesses, experience accumulates. As CFO of several businesses, there isn’t anything in the realm of small business accounting that we aren’t acquainted with.
Comprehensive Knowledge: We understand key financial principles and tax regulations, which helps ensure compliance and informed decision-making.
Continuous Learning: We are certified Quickbooks Online ProAdvisors and stay updated with the latest trend and regulations in bookkeeping and accounting.
What software do you use?
We use Quickbooks Online exclusively: There are a couple of reasons for this. First, Quickbooks Online is the most used and respected accounting software by small businesses. Second, our world has moved almost everything to the cloud. This allows you real-time access to your financial data from anywhere.
What are your fees?
We use a monthly flat rate fee. Our minimum is $300 per month. Some businesses are larger and require more services and we can discuss pricing suitable to your needs.
How do you handle confidentiality and data security?
Your business data never leaves Quickbooks and our agreement for services protects you. Our document storage uses bank-grade encryption and all files are secured with encryption in transit and end to end to keep client data safe. We are committed to your confidentiality.
How often will we communicate?
Regularly and as needed. We will use your preferred method of communication.
What is your turnaround time for monthly reports?
You can expect your profit and loss and balance sheet reports just a few days following the month end.
How do you handle discrepancies or issues?
We quickly correct errors, both yours and ours. The idea of “bean counting” is to be accurate, timely, and always compliant!
What happens if I need to terminate our agreement?
Our agreement for services is month to month so you can drop out at any time.
What if my business records are inaccurate?
When an accounting records clean-up is required, it generally takes a lot of time to bring up to current, but we can handle it and will be happy to do so. After all, your business must be cleaned up! Business owners can’t make good financial decisions until their books are accurate and compliant. Being tax ready is what we want!