Frequently Asked Questions
+ Do you do taxes?
We do not provide tax preparation services at this time. However, we have CPA contacts to refer you if you don't already have a tax professional. We will work with your tax pro to provide them with your financial reports for taxes so that you can be as hands-off as possible.
+ What is the commitment?
We do not implement annual contracts with any of our clients. We do ask that you provide us a 60 day notice before changing services for ease of workflow.
+ I already categorized my Quickbooks, do you offer just reconciliation?
Our bookkeeping is comprehensive. We provide both categorization AND reconciliation against your statements for accuracy.
+ What is your onboarding process?
After we accept the proposal, you'll be prompted to book your Bookkeeping Kickoff Call. You will meet with one of our accountants to setup & troubleshoot your financial systems and uncover your annual goals. If you have a bookkeeping cleanup project, you'll have a Money Education Session four weeks later. Thereafter, you'll be receive your monthly report every second Thursday and will meet with your accountant every quarter.
+ Do you have a team?
Yes! We have a small but mighty team of accountants will both perform your bookkeeping and host your quarterly meetings.
+ Will outsourcing my bookkeeping to you be safe and secure?
Safety is my number one practice. My computers that I work from (My desktop and laptop) are secured and have password encryption software installed. I take your financial information serious and confidential. All current and future team members sign legally binding NDA forms.
+ I only need temporary bookkeeping services. Can you help me?
We are more than happy to give you help with temporary bookkeeping. These services can be getting started with your bookkeeping system, clean-up services, or if you’re between bookkeepers.
+ I just started my business and had no idea where to start with my bookkeeping and accounting! How do I get started?!
We love helping budding entrepreneurs! This flagship service is for business owners who make about $150K a year. However, we offer bookkeeping cleanup services that can help.
+ What accounting software do you use?
We use Xero and Quickbooks Online only.
+ Do you do payroll?
Yes, our flagship bookkeeping services include starting your payroll system and managing it.
+ I already have a CPA/and or tax preparer. Can we still work together?
Yes! Both your CPA and tax preparer will appreciate you having accurate and organized books. It saves them time - and saves you money!
+ Can you perform audits?
At this time, we do not perform audits but will be adding internal audits to our services in the future.