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.
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.
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. Most of our clients are "lifers" though and have been with us for many years and plan to stay with us for many more.
We create a custom option for each and every one of our clients based on your needs. We know that budgeting is important to you and we want to provide the highest value possible. Our promise is always this: you’ll never pay for anything you don’t need and/or anything that will not bring value to your business.
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.
We recommend and prefer Quickbooks Online. All of our bookkeepers not only have extensive training in Quickbooks Online but they also work in it each and every day and we pride ourselves on being experts in this software.
We use Google Drive to share and upload documents like expense receipts. There is a user-friendly app that you can install on your phone and it’s as easy as snapping a picture of the receipt and saving it to the correct monthly folder. Bank statements can also be uploaded to Drive or we can download them directly from the bank for you.
Great news! We can handle it for you. Be sure to check out our services page where we go into more detail about what we offer. In short, we diagnose the needs of your business and put together a plan to get your business on a path of financial success!
We want you to know you can come to us with your questions and any source of confusion and we’ll help you through it.
That starts here with a list of the questions we hear most:
Seriously, one of the principles of our business is