Below are frequently asked questions that may help answer some questions you may have. Please contact us if your question is not listed, or if you have further questions.
We perform the bookkeeping one of three ways: 1) QuickBooks Online 2) Cloud hosted platform or third party login like Logmein to use QuickBooks Desktop or Enterprise or 3) Locally on our computer and send you back the file when complete.
Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. We have many clients that don’t provide any documents, we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you don’t feel comfortable with that, we will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where we are assigned our own login.
Dropbox is our preferred, we also use, Odrive, Google Drive, OneDrive, email, and snail mail. We can conform to any process that makes our clients’ life easier.
Yes, on a schedule to be determined. Daily, weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need.
Our hourly rate may apply depending on the situation.
Our base minimum rate starts at $300 per month for after the fact bookkeeping and $600 for full charge bookkeeping. The frequency of the services performed, the level of activity and the complexity of the account increases the base price. Clean up jobs may be quoted at a flat or hourly rate. Our online quote form has a section that gives more pricing.
We do not do taxes or give tax advice. We do compile and process 1099’s every January. Collect W9s from your vendors and turn them into us during the year.
We work with QuickBooks Pro, Premier, Enterprise and QuickBooks Online. We do not work with QuickBooks Self-Employed, QuickBooks for Mac or any other accounting platform that is not QuickBooks.
Chances are we will not be able to do your books. Convert to QBO, everyone is doing it.
Tsheets, Bill.com, Expensify, Paypal Sync, Aero Workflow, Minute 7, GotoMeeting, Jing, Dropbox, Google Drive, Odrive, and OneDrive. We can conform to any platform.
Our goal date is the 15th of each month for the prior month closing. Situations that can delay this process are open items, documents and questions that are waiting to be received in order to finish up. If you don’t need reports, you can indicate so in the questionnaire.
Yes! We work with CPA firms all over the United States. We ready the books for your tax people.
ACH, Credit Card, and Snail Mail Check. Note that credit cards may carry a convenience fee. Prices quoted are cash prices.
Please hire a third party payroll service for your payroll and filing taxes. It is the most cost effective solution for our clients. They are the experts and charge you one low flat fee per month based on how many employees you have. We will enter payroll and reconcile the books to the payroll reports.
If you are a monthly recurring client, payment is due on the 1st of every month. If you have a special clean up project, a retainer is due to begin work and is generally charged on an hourly basis.
We are a bookkeeping firm that specializes in bookkeeping which includes reconciliations. We prefer to own the whole process.
We don’t do any training at this time, however we do have many clients that we guide them on proper processes.
We get this alot! The short answer is YES! The long answer is that we need to gather info about your company and needs in order to accurately quote. The level of activity and the services needed differ on every client. This form asks all the right questions and we keep the information on file to refer to later.
We do not give quotes over the phone. Please fill out our get-a-quote form. It asks all the right questions. Accurately quoting is important and we appreciate you filling it out.
We understand how important it is to have trust in the company that you hire to manage your private financial information. The privacy of our customers is the utmost importance to us and we won’t share your information with third parties. Any data that we come in contact with will be held in the strictest confidence.