A bookkeeper records and organizes your business' day-to-day
financial transactions such as income, expenses, payroll, and
bank reconciliations. This helps keep your
financial records accurate
and up to date, ensuring you're ready for tax season and
business planning.
How much do services cost?
Our monthly service pricing varies based on the size and
complexity of your business. After completing a comprehensive
review, we'll provide a detailed recommendation for ongoing
monthly services along with customized pricing.
What do I need to provide to get started?
We'll typically need access to your QuickBooks, bank and credit
card statements, prior financial records, and relevant business
documents. We'll provide a checklist during onboarding to make
it easy.
How do we communicate and share documents?
We use secure cloud-based tools for document sharing, and we're
available by email, phone, or virtual meetings. You'll always
know how to reach us and how your bookkeeping is progressing.
Do you work with businesses in my industry?
Most likely, yes. We've worked with a variety of industries
including retail, service-based businesses, consultants,
contractors, and more. During our consultation, we'll learn more
about your business to ensure we're the right fit.
Payroll
Do you file payroll taxes for my business?
Yes. We calculate, file, and remit all required federal, state,
and local payroll taxes on your behalf. This helps ensure your
business stays compliant and avoids late fees or penalties.
Can you track employee benefits and deductions?
Absolutely. We handle tracking for health insurance, retirement
contributions, garnishments, and other deductions, ensuring
everything is properly recorded and reported.
How often can you run payroll?
We can process payroll on your preferred schedule. Weekly,
bi-weekly, semi-monthly, or monthly. During onboarding, we'll
determine the best frequency based on your team and cash flow
needs.
Is payroll a standalone service or bundled with bookkeeping?
We offer both options. Payroll can be added as part of a monthly
bookkeeping package or provided as a standalone service
depending on your needs.
QuickBooks and Cleanup
Can you clean up my messy or outdated books?
We specialize in bookkeeping cleanup. Whether you're behind a
few months or a few years, we can bring your books current and
accurate so you can move forward with confidence.
What happens if I fall behind again after a cleanup?
We're here to support you long-term. After cleanup, we offer
monthly maintenance to help you stay on track. If things ever
get off course again, we can quickly help you catch up.
Do you offer QuickBooks training?
Yes. We offer personalized QuickBooks training for business
owners and their teams. Whether you're brand new or just need a
refresher, we'll help you feel confident using QuickBooks to
manage your finances.
Can you help me switch from spreadsheets or another system to
QuickBooks?
We offer full setup and migration services, including data
transfer, account mapping, and training to help you make a
smooth transition to QuickBooks.