This is up to you. You can choose to send us statements or create separate login credentials for us. Because your privacy is of utmost importance to us, we keep your statements and/or login credentials secure and only accessible to those working directly with your account.

We work with a lot of small businesses that have in-house or third-party accountants who typically focus on one aspect of accounting (AR, AP, Financial Review, etc.). As their bookkeepers, we perform the monthly reconciliation and compile all the information needed to create financial statements.

Each month we provide you with an income statement and balance sheets for you to review. Income statements give you an overview of your company’s monthly revenue, expenses, and profit. Balance sheets compile other financial information, such as cash available, assets, and equity.

As a business of our own, we understand how important it is to keep sensitive financial information private. We store files on a cloud that uses encryption technology, so you can rest assured that your sensitive information is secure with us.

Not at all. Our relationships with clients are at will, so you can decide how long you’d like to use our bookkeeping services. Maybe you’d like to work with us for a few months to get a solid foundation established for your company, or maybe you’re ready to take the plunge and utilize our bookkeepers indefinitely. Either way, it’s your decision, and you don’t have to decide upfront how long you’ll use our services.

We use QuickBooks Online exclusively, and can offer a 30% discount for new users. We log into your QuickBooks Online account using an accountant log in so you can see all the transactions we perform.

That depends. Generally, you want to establish a good set of books at the very beginning, before your business gets too big. Financials are vital at every stage of the company’s growth. We can help you establish that solid foundation from the beginning or create a reliable system if you’ve already been in business for some time.

When you outsource bookkeeping, you have more time to focus on operating and promoting your business. We handle the day-to-day accounting so you can concentrate on your business. We can also help you understand your finances so you know exactly where your business stands.