FAQ

Reliable Bookkeeping for Financial Growth

Find answers to frequent questions, ensuring quick and easy access to info.

How does your bookkeeping service work?

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet. We simplify processes, offering clarity and growth. We use a flat rate fee per month. We can talk about your specific business needs and figure out how we can best serve you.

What if my books are behind schedule, need a clean-up or I need help with a special project?

Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation. Let’s work together to improve any special projects and optimize your business.

What if I need tax preparation?

We currently don’t do that in-house but we can refer you to a great CPA we’ve worked with for years. He can provide all of your tax preparation, consulting, & strategy for your business!

When and how do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements to automatically synch with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

Unlock Your Path to Financial Success

Join us today to experience unbeatable financial growth benefits!

  • Accurate Tracking
  • Clear Reporting
  • Timely Insights
  • Growth Strategies
  • Personalized Support