What services do you provide?

We offer monthly bookkeeping (recording transactions, reconciling accounts, categorizing expenses), financial statement preparation, QuickBooks setup and support, and tax-ready financial reports prepared in coordination with your CPA/Tax preparer. We also offer tax preparation for recurring monthly clients.

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Can you work with me remotely, or do we need to meet in person?

We are a remote consulting firm that can serve clients nationwide. Almost all communication can be done virtually through email/phone/video. For local clients we do offer in-person consultations.

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What accounting software do you use, and can you support what I already have?

Currently, our clients are primarily using QuickBooks Online, but we can support other accounting software as well. If you do not currently use accounting software, we offer help with QuickBooks set up to ensure everything is running efficiently.

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How much do your services cost, and how is pricing structured?

We offer flat-rate pricing for our recurring monthly bookkeeping clients. The pricing is based on the number of accounts and the complexity of the work. Work outside of the scope of the monthly agreement (clean-up work, software set up, etc.) will be discussed and priced separately.

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How often will I receive financial reports, and what will they include?

 We provide financial reports monthly, or quarterly, depending on the preference of the client. We include three standard statements: an income statement, balance sheet, and a statement of cash flows. ​

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What information or access do you need from me to get started?

Book a free consultation to get started! A typical consultation is between 30 – 60 minutes and we will discuss the specifics of your company and your needs. Once that is complete, we will generate a service agreement/proposal for review.

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Will you work directly with my CPA or tax preparer?

Absolutely! Collaboration between the preparer and the bookkeeper can be a crucial part of the process. We will work with your preparer directly to be sure any adjustments/changes to the books can be made.​​

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How do we communicate, and how quickly do you respond?

Communication is done through phone, email, and video conferencing. The standard response time to emails and voicemails is 1-2 business days unless I am out of the office.

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What happens if I need to switch bookkeepers or software down the road?

The great thing about QuickBooks Online (and other accounting software) is that it allows you to easily reassign access if you do need to switch bookkeepers at any time. If you are unhappy with the current accounting software, we can assist in helping you transition to software that better suits your needs.

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Do you offer a written agreement or engagement letter?

Yes, we provide a clear proposal and service agreement to prospective clients. We require the agreements to be signed and payment methods to be submitted before any work is done for a new client.