Frequently Asked Questions
What are the fees?
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We use a flat rate fee per month based on your business needs. We can talk about your specific business needs and figure out how we can best serve you during your free quote!
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What type of bookkeeping services do you offer?
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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. In addition to basic bookkeeping, we offer Bill Pay and Payroll services, along with fractional CFO advising. Schedule your free quote to discuss which of our options best serves your needs! Schedule Here
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How does bookkeeping work?
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We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet. Due to our efficiency, we are usually able to beat the price of a standard accountant. To see if we can save you money, schedule a free quote! Free Quote
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When and how do I send my documents to you?
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We will need your bank statements every week. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents via email or USPS if you prefer. We use secure cloud based software and email for document delivery.
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When do you deliver my monthly financial reports?
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We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.
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What if my books are behind schedule or need a clean-up?
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Don’t worry about that! We have plenty of experience with complicated financial cases. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation. Book Here
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What if I need assistance for special projects?
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Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimize your business. Contact Us
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What is fractional CFO advising?
It is an innovative service designed to give you "on-the-go" CFO business guidance. We provide financial planning for your business goals and bring many years of experience to the table. COO advising is also available. More details can be discussed during your free consultation.