FAQ
Got Questions?
We love questions! We've provided a list of the most frequently asked questions. If you still have questions, please reach out to us.
As your bookkeeper we reconcile your accounts, categorizes transactions, and prepares your financial statements. We also make necessary adjustments to ensure your books are tax-compliant.
Absolutely! Our consultations are completely complimentary with no hidden fees.
We understand unforeseen circumstances can occur. However, we are a service based business so we would not be able to offer a refund once a service request has been agreed to and payment has been made. As a service based business once an agreement has been made for services we start working on your account/request. This is the reason we have a no refund policy. We cannot allow our Accountants/Bookkeepers to work for free.
This is also covered in our Terms and Conditions policy under the "Fees" section on our website. You agree to these terms by using our services or website, or agreeing to use our services.
Typically, consultations last around 30 minutes, but the duration can vary based on your needs.
Our experienced team of finance professionals will guide you through the consultation.
Yes, each consultation is personalized to address your specific financial concerns and goals.
We offer consultations both online and in-person, based on your preference and convenience.
We only use Intuit QuickBooks because we are QuickBooks ProAdvisors.
Absolutely! We can review your books, assess what’s needed, and develop a plan to get you back on track. We offer a Bookkeeping Cleanup/Catchup service designed to bring your records up to date, no matter how far behind you are—even if it’s several years. If your bookkeeping and taxes are overdue, we can help you catch up quickly.
Yes! We offer assistance with invoicing, bill payment, and inventory management. We will discuss your custom needs during your free 30-minute consultation.
Yes, we provide services to all businesses within the United Stated.
When we receive all the required documents, we'll typically complete your bookkeeping for the month within 30 business days. This timeframe allows us to make any necessary adjustments to ensure your records are accurate and up-to-date.
Bookkeeping provides a clear view of your financial inflows and outflows. When your records are current, you gain an accurate understanding of your business's financial health, enabling better financial decisions.
Accurate bookkeeping is also beneficial during tax season. With up-to-date records, you can avoid last-minute rushes to prepare for tax deadlines and ensure you don't miss out on any deductions.
We use accrual accounting methods.
The timeframe depends on the number of months of Catch Up bookkeeping required, but generally, it takes will a few weeks to complete a year's worth of overdue bookkeeping once we have all the necessary documents from you.
You'll be assigned a dedicated, in-house bookkeeper based in the United States as your main point of contact. Our bookkeepers are certified through Intuit QuickBooks. We are certified as QuickBooks ProAdvisors which makes us experts in Bookkeeping and Payroll services.