Frequently Asked Questions

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The Service Plan is determined by both volume of monthly expenses and level of service you require. We will work with you to determine which plan is best for your needs.

Additional services are available at an additional cost. We would be happy to discuss your specific situation and build a custom pricing plan that best fits your needs.

Absolutely. As your business grows, so may your need for additional services and support.

No, we can provide bookkeeping services for any small to mid-sized business. Real Estate Professsionals and Investors are our specialty.

Our pricing is on a per company / per division basis. Plans are $450 per month for Core Services and $750 per month for Comprehensive Services. Support for additional companies and/or divisions is available at additional cost.

Monthly bookkeeping services are billed in advance on the 1st of each month and require auto-pay.

All clients are required to give a 30-day notice to cancel. Because you own the data, you can take it with you!

We work with QuickBooks Online (QBO), a cloud based financial management software. Being a true cloud solution, there's no need to install any software. You access QuickBooks Online straight from your internet browser on any computer or web enabled device whenever, wherever.

We report accrual accounting which more accurately captures business activity and profitability compared to cash accounting. It also conforms to nationally accepted accounting standards. This means that if your business continues to grow, your method of accounting would not need to change. We can provide cash basis reporting upon request.

We do not offer these as part of our bookkeeping services. However, Quickbooks Online (QBO) has these options available and we can help your staff understand this functionality.

Dropbox is our preferred delivery method. We also use Hubdoc, Google Drive, OneDrive, and email. We can tailor a solution that is most convenient for you.    

Yes! We believe in continuous communication with our clients. Calls, texts, emails and Zoom® video conferencing options are built into our Service Plans.

Absolutely. Enjoy a fully customizable suite of financial statements, profit & loss, balance sheets and more.    

Service Plans are for bookkeeping services only. However, financial planning and tax preparation services are available from our trusted partners at an additional cost.    

Absolutely, we regularly collaborate with CPAs and have a strong track record of providing well-organized, accurate books that they appreciate. We find that working closely with your CPA ensures that everything is in sync, making tax time smooth and efficient for your business.

We rely on advanced, industry-recognized security and virus safeguards to keep your financial data private and protected. This includes password-protected sign-ins, firewall-protected servers, and the same encryption technology used by the world's top banks.