Frequently Asked Questions

Bookkeepers handle financial tasks such as recording transactions, managing accounts payable and receivable, reconciling bank statements, generating financial 

Hiring a bookkeeper can save you time, provide accurate financial data for decision-making, ensure compliance with tax regulations, help track expenses and revenue, and provide valuable insights into your business's financial health.

Look for a ProAdvisor with relevant education or certifications, experience in your industry, proficiency in QuickBooks, strong attention to detail, and good communication skills.

Assisted service involves using your QuickBooks subscription with additional support. Hybrid-cash accounting combines elements of cash and accrual accounting, suitable for emerging businesses. Full service accrual-accounting provides comprehensive financial management and reporting for growing businesss. 

The pricing for bookkeeping services is based on the level of service and complexity involved. Assisted service adds a bi-weekly $100 payment to your QuickBooks subscription cost. While the full service hybrid-cash and accrual accounting options have your QuickBooks subscription fees included after the first year of membership with a base price of $720 and $980 per month, respectively. All members enjoy a 30% discount on any new QuickBooks Subscription. 

The onboarding fee of one month in advance is a common practice in the bookkeeping industry. It is typically charged to cover the initial setup and transition period when a new client engages the bookkeeper's services. The fee helps compensate the bookkeeper for the time and resources invested in understanding the client's business, setting up their accounts, transferring financial data, and ensuring a smooth transition.

The onboarding fee is based on the chosen service level and is equivalent to one month's cost of the selected service. This upfront payment ensures that the bookkeeper can dedicate sufficient time and attention to properly onboard the client, ensuring accurate and efficient financial management moving forward. It helps establish a strong foundation for the bookkeeper-client relationship and allows for a seamless integration of the client's financial records into the bookkeeping system.

By charging an onboarding fee, bookkeepers can allocate the necessary resources and expertise to effectively manage the client's financial needs from the outset. It ensures that the bookkeeper is adequately compensated for the extra effort and time invested during the initial stages of the engagement.

Additional fees could be applicable for specialized services, custom reporting, additional consultations, or any specific requirements beyond the standard offering. It's important to discuss and clarify these potential charges with the bookkeeper.

Yes, we offer flexibility to tailor member unique business requirements. Please discuss your needs and preferences with your bookkeeper to determine the best fit.

The frequency of updates can vary depending on your needs and the agreement with the bookkeeper. It is common for bookkeepers to update financial records on a monthly or quarterly basis.

We understand the importance of tax compliance and preparation for your business. That's why we offer comprehensive tax preparation services to our valued members. We work closely with your existing tax preparer to ensure seamless coordination and accuracy in the tax filing process.

If you don't have a tax preparer, we can recommend one of our trusted tax partners who have a proven track record of providing excellent service. Our tax partners are experienced professionals who will work closely with you to understand your unique tax needs and help you navigate the complexities of business taxation.

Rest assured that when you work with us, you gain access to a network of experts who will assist you in achieving tax compliance and maximizing tax benefits. We prioritize your peace of mind by offering reliable tax preparation solutions and seamless collaboration with your preferred tax professional or one of our trusted partners.

We provide secure online portals or platforms where you can access your financial records, reports, and other relevant documents.

For all service levels, including Assisted, Full Service Hybrid-Cash Accounting, and Full Service Accrual-Accounting, you can expect a response to your chats, emails, or texts within 48 hours.

In addition to prompt communication, we offer enhanced support through virtual appointments. With our Assisted service offering, you are entitled to two virtual appointments per month. This allows us to address any specific questions or concerns you may have and provide personalized guidance for your financial needs.

For our Full Service Hybrid-Cash Accounting and Full Service Accrual-Accounting options, you are entitled to one virtual appointment per week. This frequent communication enables us to maintain a close working relationship, discuss financial strategies, review reports, and ensure that your business's financial health is consistently monitored and optimized.

To ensure the protection of your data, we utilize an internally encrypted system. This means that your sensitive financial information is stored and transmitted using advanced encryption techniques, adding an extra layer of security to safeguard your data from unauthorized access or breaches.

We have a notice period of 30 days for canceling or modifying services. If you decide to make changes to your service plan or cancel our services, we kindly request that you provide us with a written notice at least 30 days prior to the last date of service.

This notice period allows us to effectively manage our resources and make necessary adjustments to accommodate your request. It also ensures a smooth transition and allows us to properly conclude our financial responsibilities, ensuring that all necessary tasks and obligations are completed before the termination or modification of services.

Yes