Frequently Asked Questions
What industries do you specialize in?
We have experience in a variety of industries and can tailor our services to meet the unique needs of your business.
What services do you offer as a bookkeeper?
We handle daily financial transactions, Accounts Payable & Receivable, cash flow management, Payroll processing, expense tracking, and management. To see the entire list, click here.
How is your bookkeeping service different from an accountant's service?
Our attention, organization, and company culture are what make us different. We maintain your daily financial records while accountants analyze, interpret, and summarize this data for broader financial planning and tax purposes.
How often will we need to meet?
The frequency depends on your needs, but we typically recommend monthly or quarterly meetings to keep everything on track.
What qualifications and experience do your bookkeepers have?
Our team holds certifications and has extensive experience in various industries, ensuring we can meet your specific needs.
What are your rates for bookkeeping services?
Our pricing varies based on the complexity of your needs, with options for hourly rates or monthly retainers.
How do you ensure my financial data is safe?
We use secure, encrypted systems and follow strict confidentiality protocols to protect your data.
Can you assist with tax preparation?
Yes, we can assist with tax preparation, ensuring your financial records are accurate and up-to-date.
What information will I need to provide?
It depends on the complexity of your business. We will review this together during our onboarding phase. You’ll most likely need to provide access to some software you’re using, such as bank statements, receipts, invoices, and other financial documents, to keep your records accurate.
How will we communicate?
We offer flexible communication options including email, phone calls, video meetings, and in-person consultations.
How can I track the process of my bookkeeping?
We provide regular reports and updates, with an option for real-time access through an online portal.
Do you offer financial advisory services?
We provide basic financial advice and can connect you with financial advisors for more comprehensive planning.