I have an Accountant that handles my taxes each year. Do I also need a bookkeeper?
Yes. A bookkeeper handles more of the daytoday tasks while a CPA or Accountant handle more of the annual tasks pertaining to taxes. Read more about it on our blog, “Bookkeeper vs. CPA: Defined”
How do I get information to you that you’ll need to complete my bookkeeping such as receipts or bank statements?
We use a secure, online portal that you can use to upload documents such as expense receipts. There is a very user friendly app that you can download on your phone and then it’s as easy as snapping a picture of the receipt and saving it to the portal. Bank statements can also be uploaded to the portal or we can download them directly from the bank for you.
What bookkeeping software does Steadfast Bookkeeping use?
We recommend and prefer Quickbooks Online; however, if you feel you already have a good system going in another software such as Wave or Xero, we can also work with those options.
Will I work with the same bookkeeper each month?
Yes! You will always have the same bookkeeper month after month. We want you and your bookkeeper to form a relationship from the start. You will be able to reach your bookkeeper via email or phone as needed.
How much do your services cost?
On average, you can expect to spend $500 for our Set Sail option which provides a full review and setup of your account. This is required for each new All Aboard client as well. The All Aboard bookkeeping costs $350 per month on average and also includes your Quickbooks Online monthly subscription.
Am I committed to a contract or length of time when I start with your bookkeeping services?
No. While we do ask you sign an agreement just agreeing to the services and terms of payment, we do not lock you into a certain amount of time. We just kindly ask that if you decide to stop your services at any point, you give us a 30 day notice.
How do I pay for my services?
If you are receiving a one time service we will send you an invoice that can be paid online via a direct bank draft or any major credit card. If you are receiving an ongoing monthly or quarterly service, your card will automatically be charged on the 1st of every month.
My books are an absolute mess and I’m afraid for anyone to even see them! Can you still help me?
Yes, don’t worry! That’s what we are here for! We’ll take your mess and turn it into a pretty set of books that are accurate and up to date all while you continue on with your regular business tasks.
Do you charge a setup fee?
If you do not currently have Quickbooks Online or another similar software, we will need to charge a setup fee to get your books started and create a custom chart of accounts. If you need us to catch up on bookkeeping, we will charge you based on the volume needed.