FAQs

Still have questions?

General

What does a bookkeeper do?
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Can you clean up my messy or outdated books?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.