Frequently Asked Questions

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items, reconciliation of bank and loan accounts, and basic financial statements is not included in the package. However, additional services are available as an add-on to your basic bookkeeping package. These add-on’s include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll management, sales tax filing, and new business set-up. Monthly review and recap videos are also available for additional fees.

What qualifications does your team have?

Our owner and team leader is a CPA and has years of real-world experience in the accounting industry, spanning from public accounting, to agriculture, to manufacturing and distribution. In addition, we are committed to continuing our education and training to ensure that we are knowledgeable about whatever unique accounting scenarios we come across. You can rest assured that you are working with the highest quality professionals. We also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.

What hours do the bookkeepers and other team members work?

Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.

Is QuickBooks Online required to sign up for bookkeeping services?

It is not required, but it is preferred. Our team is most efficient when working in QuickBooks Online, which allows us to provide accurate, streamlined bookkeeping at the prices listed on our website. However we are open to working in other accounting softwares.

Versions – Essentials, Plus, or Advanced are all acceptable. Simple Start or QuickBooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we will walk you through how to get that set up.

As a bonus, we are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with QuickBooks Online. We highly recommend signing up for Essentials or Plus to start.

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds.

Is an engagement letter required?

Yes, an engagement letter is required. An engagement letter is not a long-term binding contract. It simply identifies the details of the engagement so everyone understands the services being provided, the boundaries of the work, and what each party can expect throughout the process.

Personalized Service

We offer personalized accounting solutions for your unique needs. We provide expert guidance and we ensure that your financial goals are met with accuracy and efficiency.

Integrity and Trust

We have built our reputation over the years by delivering quality service. Honesty is the core of everything we do, so you can be confident in choosing us as your partner.

Purpose-Driven

We are committed to helping you achieve your financial goals with purpose-driven strategies. Our focus is on delivering meaningful results that align with your success.

Call us for a Free Consultation

Ready to take control of your finances? Contact us today to schedule a free consultation to learn how we can help you achieve your financial goals. Our team is here to provide personalized solutions for you. Reach out today and let’s start building a successful financial future together!