Frequently asked questions
How does virtual bookkeeping work?
We set up all clients on QuickBooks Online. This allows YOU to maintain access to your financial statements at all times while WE do the work! If you do not already have a QuickBooks Online subscription we can help you find the best rate available through our partnerships.
What qualifications does your team have?
Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What information do I need to share?
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
If I have a question, how long does it take to get an email response?
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
What hours do the bookkeepers and other team members work?
Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Is Quickbooks Online required to sign up for Bookkeeping Services?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Simple Start, Essentials, Plus, or Advanced are all acceptable. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we are able to offer 30% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online.
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
Is an engagement letter required?
Yes. We do require signed engagement letters.
Do you also offer federal, state, local, and personal income tax services?
No, we do not. However, we partner with tax accountants (who do not offer bookkeeping services). We work together to ensure tax time is stress free for you! Maintaining accurate and complete financial statements on a monthly (or quarterly) basis means you're ready at tax time and not scrambling to get your books in order!