Frequently Asked Questions

What are the fees?

We use a flat rate per month. We can talk about your specific business needs and figure out how we can best help you.

CAN YOU HELP ME SEND INVOICES TO MY CUSTOMERS?

Yes, we do invoicing as well as send memos and set deadlines for when your customer can pay the invoice.

What software do you use for bookkeeping?

We use QuickBooks Online software exclusively.

Do you send out monthly finiacial reports?

Yes, we will send out monthly financial reports by the 10th of every month.

WHAT IF I DONT HAVE A QUICKBOOKS ONLINE ACCOUNT?

If you currently do not have a QuickBooks Online account we will have to get you set up on QuickBooks Online. This is done by data transferring all your information into QuickBooks Online.

How DO I SEND YOU MY DOCUMENTS AND WHAT DOCUMENTS DO YOU NEED?

We will need your bank statements every month. We can setup your bank statements to automatically sync with QuickBooks Online.

If you feel more comfortable you can email us your documents when your statements come in at the beginning of the month.

My BOOKS ARE BEHIND AND NEED A CLEAN UP. cAN YOU HELP?

Yes, we do clean up any inaccurate records and transactions that are messy and out of place.