Frequently Asked Questions
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How often is my bookkeeping done and bank, and credit card records reconciled?
We complete bookkeeping activities on a monthly basis, when bank and credit card statements become available.
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Will I receive financial statements?
Yes, they will be available in your client portal.
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If I have a question regarding a major purchase or investment will you consult me?
Yes, we also do not charge for consultations that will help you make informed decisions in your business.
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Will the bookkeepers contact me to inform me of problems they uncover?
Yes, they will call you and advise you on any issues they see while updating your books.
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Are my fees billed monthly?
Yes, they will automatically get billed every month for the agreed upon subscription fee during our contract period. Ask us about the discounts available for prepaying a year in advance.
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Will you do my tax returns?
No, we partner with an outside firm that will complete those for a separate fee.
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How do you determine my monthly fee?
We base our fees, strictly on the complexity on the accounting management of your business (number of transactions per month, cash receipts, multiple credit cards with various banks, etc.). Our job is to make sure your job is easier and we are extremely transparent in our approach.
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How do I determine which bookkeeping program is best for me?
One of our accounting advisors will discuss the options that are available to you. While most clients will want their books and records reconciled on a monthly basis, some request more frequent activity (weekly and/or daily).
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Do you do anything else other than bookkeeping?
Yes, we are able to provide expert CFO and Treasury Management Services, Billing services (A/R invoicing and collection), Payables management, Payroll Processing (through Gusto or ADP), and Strategy Consulting. Call us for more detailed information.
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If I already use Quickbooks, Xero, or Freshbooks (or another accounting software program) are you able to use those software programs?
Yes, we will utilize the software accounting program that you use and are comfortable with. Monthly subscription costs for these software accounting programs are passed on and billed directly to the client.
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Can I get a discount if I refer another client to you?
Absolutely. Our business is built on loyalty and trust and appreciate all referrals! We are happy to offer existing clients a 2-month credit on their accounting/bookkeeping services, for every successful client sign-up they refer to our Company.