General Questions

What bookkeeping services do you offer?

We offer comprehensive bookkeeping services including:

• Monthly transaction categorization and bank reconciliation
• Accounts payable and receivable management
• Financial statement preparation (P&L, Balance Sheet)
• Cash flow monitoring and projections
• 1099 tracking and preparation
• Sales tax report organization
• Budget creation and variance analysis

How does the pricing work?

We offer three transparent pricing tiers based on your transaction volume:

• Foundation Package ($297/month): Up to 75 transactions
• Growth Package ($497/month): Up to 150 transactions
• Premium Package ($697/month): Unlimited transactions

Each package includes core bookkeeping services, with higher tiers adding features like accounts payable management, payroll support, and advanced reporting.

What’s included in the monthly financial summary?

Our monthly financial summary includes:

• Plain-English overview of your financial position
• Profit & Loss statement
• Balance Sheet
• Cash flow overview (money in vs. money out)
• Red flag alerts for unusual transactions
• Quarter-over-quarter growth comparison

Getting Started

How do I get started?

Getting started is easy:

1. Request a free financial health check
2. We’ll review your current books and discuss your needs
3. Choose the package that fits your business
4. We’ll onboard you and get your books organized!

What do you need from me to get started?

To get started, we’ll need:

• Access to your business bank and credit card accounts
• Any existing accounting records or QuickBooks file
• Information about your business structure and industry
• Details about any specific reporting requirements

How long does onboarding take?

Most clients are fully onboarded within 1-2 weeks. This includes:

• Initial consultation and needs assessment
• QuickBooks Online setup (if needed)
• Historical data cleanup and organization
• Chart of accounts customization
• First month of bookkeeping

Working Together

How often will we communicate?

We believe in proactive communication. You’ll receive:

• Monthly financial summaries via email
• Direct text/email access for questions (24-hour response guarantee)
• Quarterly review calls (Growth and Premium packages)
• Bi-weekly check-ins during busy periods (Premium package)

Can I upgrade or downgrade my package?

Absolutely! You can change your package at any time based on your business needs. We’ll prorate any changes to ensure fair billing.

What accounting software do you use?

We primarily work with QuickBooks Online, the industry standard for small business accounting. We can also help you migrate from other systems or set up QuickBooks if you’re starting fresh.

Security & Privacy

How do you protect my financial data?

We take data security seriously:

• Bank-level encryption for all data transfers
• Secure, password-protected client portals
• Regular data backups
• Strict confidentiality agreements
• Limited access to only essential team members

We also offer enhanced IT security services for businesses with advanced security needs.

Who will have access to my books?

Only our core bookkeeping team will have access to your financial data. We never share your information with third parties without your explicit consent.

Still Have Questions?

Don’t see your question here? Contact us and we’ll be happy to help!