Frequently Asked Questions

  • We use the Intuit Quickbooks suite of products. We primarily work with Quickbooks Online.

  • No, we only keep track of the financial records of the business entity. We do not provide personal bookkeeping services. Owners and shareholders will need to have accountants and/or financial advisors to manage personal finances.

  • Unless specifically stated, we always make the business owner the primary admin on any accounting software. You have ownership over your accounting system.

  • No, we can recommend a CPA, Certified Professional Accountant, but we suggest our clients seek out their own. We will communicate any needed financial reports to your CPA so they can file taxes on your behalf.

  • We will need access to your accounting systems and bank account to start. Depending on your bookkeeping needs we can be added with view only, limited or full access.

  • We will adhere to any communication practices you feel are most secure when sharing financial reports and sensitive data. The systems we use offer a secure user experience. We can review any security concerns before we start using a new system.

  • We recommend email. We always ask for an email account from your company’s domain to be created for accounting purposes. We will primarily use this to communicate with you, your customers and vendors.

    We also schedule a recurring weekly or bi-weekly video call to address needs and answer questions.

    We can always schedule a time to talk outside of this call if needs arise.