Frequently Asked Questions

Getting started

  • Absolutely! In fact, many of our clients started out with a clean-up and then became monthly recurring clients. We will assess any catch up fees and provide those once we have had a chance to look at your current books.

  • Simple. Once your accounts are connected to Quickbooks Online and your Client Organizer (which we will send) is completed, we will begin working on your books.

  • Depends on your business. We will send a Client Organizer which will ask questions and request documents. Typically, we need bank and credit card statements. However, if your business has fixed assets, we would need additional information to properly record it in QuickBooks.

Bookkeeping

  • Generally, within 30 days. However, upon review of your books, we can provide a more accurate estimate.

  • We are QuickBooks Online Certified ProAdvisors and exclusively specialize in QuickBooks. We provide set-up and maintenance, expense review and categorization, bank and credit card reconciliation, and financial statement preparation and reporting. Click here to see further details.

  • We charge a monthly fee. Our average client spends $450 in bookkeeping fees. To give you a tailored quote, we will request to review your three most recent bank and credit card statements to understand the amount and nature of your transactions, as well as the complexity of your specific business.

  • We review and categorize all of your business transactions through QuickBooks in order to compile monthly financial statements (i.e., income statement, balance sheet, and statement of cash flows). Having clean financials, on a monthly basis, can help you better prepare for tax preparation and enable you to have a clear understanding of your business’ financial health each month for growth and planning purposes.

  • We will securely set up your bank and credit card statements so that they automatically feed into QuickBooks. This will allow us to have the information we need to prepare your financial reports and it eliminates one task for you to worry about.

  • You can expect to receive your month-end financial statements by the 15th of the following month, so you’ll have a pulse on the financial health of your business.

  • Schedule a consultation today so we can learn more about how we can help.