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    • Home
    • QUICKBOOKS
    • BOOKKEEPING
      • How Does It Work?
      • Accounting Services
    • SERVICES
      • Tax Services
      • Getting Started Program
      • Catch Up Accounting
      • FAQ
    • Contact Us
  • Home
  • QUICKBOOKS
  • BOOKKEEPING
    • How Does It Work?
    • Accounting Services
  • SERVICES
    • Tax Services
    • Getting Started Program
    • Catch Up Accounting
    • FAQ
  • Contact Us

Frequently Asked Questions

How do I get started?

schedule a 15 minute consultation

What is the Cost?


Monthly plan fees are based on Transaction Volume and the options selected. Unlimited advice and support are always included!  


There is a 3 month trial activity period to which hourly rates will apply. A flat fee structure is then proposed, hourly fees remain an option. We will continue to monitor your needs as your business evolves. 

Changes to a package plan can be made at any time 

Can I do some of the work to save money?

Your business is unique and so are the services your choose. 

We can assist in any capacity requested.

Are there transaction limits?

 

What is a transaction? 

one line item on your business bank account or credit card statements 


What if I exceed these limits? 

All service packages contain a "fair use provision". After a 3 month complimentary transitional period, additional usage charges will be applied as outlined in the proposal provided

Will I be charged extra?

No! We don't believe in surprises. We create a custom packages to suit any business. 

What are your payment terms?

 Services are paid monthly on the 1st day of the month. Preauthorized payment information is required upon set up 

Can I cancel?

 Your complete satisfaction is our top priority. You are not locked into a contract and your service is month to month 

What if I am not up to date with my records?

 You are not the first and you won't be the last. Many businesses come to us with catch up work. Visit CATCH UP ACCOUNTING 

Do you work with all accounting software?

 No. Our custom packages are built with efficiency in mind. We utilize a specific combination of programs and applications in order to deliver this incredible value to you. We are Intuit Certified ProAdvisors using QuickBooks® Online and all the apps that integrate

How do I get my paperwork to you ?

Technology allows for us to create a paperless office. 

Multiple options are available and will be discussed together to find out what works best in your business environment. 

  • Automatic retrieval of your bank and credit card statements and many vendor invoices is available. 
  • You take photos of receipts, invoices and forward documents to the electronic storage portal provided


Visit the HOW DOES IT WORK section to learn more

HOW DOES IT WORK

Is my data secure ?

 Data security is a top priority. We work only with applications that take an extensive, layered approach to security, integrating industry-leading security measures into procedures, applications and infrastructure

Did we miss something?

If you have any questions that we did not answer, please let us know! Click the button below to send us an email 

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