Frequently Asked Questions

What type of bookkeeping services do you offer?

We specialize in QuickBooks and are QuickBooks Online Certified Pro Advisors. We work remotely with businesses while handling their daily bookkeeping tasks. We utilize cloud-based software for easy and secure document uploads and transfers.

How does monthly bookkeeping work?

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet.

When and how do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud-based software and email for document delivery.

When do you deliver my monthly financial reports?

We will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

What if my books are behind schedule or need a clean-up?

Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.