What are your fees?

We use a flat rate fee per month. We can talk about your current situation to better understand you needs and how we can serve you.

What does your monthly process look like?

We analyze and record all your business transactions in QuickBooks. We will reconcile your accounts and provide financial reporting such as Profit & Loss and Balance Sheet.

What if I need services outside the scope of the process?

We are here to serve you. We can meet more often throughout the month to meet your specific business needs.

Are taxes included in the bookkeeping?

We do not do taxes or give tax advice. We do process 1099’s every January.

What accounting software do we work with?

We work with QuickBooks Pro, Premier, Enterprise, and QuickBooks Online. We do not work with QuickBooks Self-Employed, QuickBooks for Mac, or any other accounting platform that is not QuickBooks.

What can I expect my financial reports?

We will have your financial reports delivered by the 10th of every month. Some items that could delay this are open questions and documents that are waiting to be received in order to finish up.

Will you work with my CPA for filing taxes?

Yes, we will provide a packet you can give to your tax preparer at the end of the year.