FREQUENTLY ASKED QUESTIONS

Why Use QuickBooks Online?
We use QuickBooks Online for bookkeeping because it gives you the flexibility to switch services and choose your preferred tax preparer in the future.

How Do I Get My Documents to You?
We prefer Dropbox/Box, but also use Google Drive, OneDrive, and email. We’re happy to adapt to your preferred method.

Are AP/AR Services Included in Bookkeeping?
AP/AR services are not included by default, but can be added to any plan. Let us know during our initial meeting!

Are Taxes Included in Bookkeeping?
We don’t handle taxes or provide tax advice, but we collaborate with your tax preparer to ensure timely filing. Need a recommendation? Just ask!

When Can I Expect My Financial Reports?
We aim to deliver reports by the 15th of each month for the prior month’s closing. Delays may occur if we’re waiting on documents or information from you.

How Do We Communicate if You Are Virtual?
We’re flexible and available via call, text, email, FaceTime, Zoom, Google Meet, or whatever method works best for you.

How Much Do You Charge for the Services? Typically, we charge a flat monthly amount based on your business requirements and nature/volume of your transactions. This will be discussed with you once we gain an understanding of your business following our initial meeting.

Are monthly subscriptions to QBO included in the monthly recurring fees?No. You will be responsible for paying subscription fees to those platforms.

What types of businesses do you serve? We offer services to a variety of clients in different industries including Professional Services, Construction Businesses, Real Estate, Health & Wellness, and many others.