Frequently asked questions
Do I need a bookkeeper if I already have a CPA?
With tax law constantly evolving, most CPAs may not have the extra time to focus on bookkeeping due to the urgency and complexity of tax filing requirements. A CPA is interested in the bigger picture of your business so they will want to know the total of all your expenses for the year to put on your tax return. Without a bookkeeper, the CPA will have to generate these details during tax season, which can be time-consuming. This may put your business at risk of having to file for tax extensions. Book a free consultation so we can chat and find out if we are a good fit for your bookkeeping needs. If not, we'll be happy to connect you with someone who can help!
What qualifications does your team have?
Our CEO has 14+ years of experience in the Accounting field. This includes working as a Financial Controller for a Fortune 500 Company. 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 happens after I sign up for bookkeeping services?
Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well!
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.
Is Quickbooks Online required to sign up for services?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. 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, the on-boarding videos will walk you through how to get that setup. 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. We highly recommend signing up for Essentials or Plus to start.
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.
