Frequently Asked Questions (FAQs)

Frequently Asked Questions

How can I get a quote for services?

You can get a quote by filling out the short form on our GET QUOTATION page. 

What accounting software do you use?

We use QuickBooks Online and Xero as our primary accounting software platforms. Additionally, our team includes certified QuickBooks Online Advisors and certified Xero Advisors, ensuring that we bring expert knowledge and proficiency to manage your accounting needs efficiently and accurately.

How do I get started with your accounting and bookkeeping services?

To get started, simply reach out to us through our GET QUOTATION page or schedule a meeting at your convenience. During the meeting, we will assess your accounting needs and propose a tailored solution. Once you accept our proposal, you will be provided with access to a secure client portal where you can easily share requested data, communicate with our team, and receive updates on deliverables.

How often will you update our books?

We update books on a monthly, quarterly, or annual basis, depending on your requirements. We ensure your financial records are always up-to-date and accurate.

Can you help with payroll processing?

Yes, we offer payroll processing services, including payroll calculation, tax filing, and direct deposit setup on QuickBooks Online.

What is your fee structure for bookkeeping services?

Our fees are based on the volume of transactions and the complexity of your business needs. Contact us to GET QUOTE.

What is your fee structure for bookkeeping services?

Our fees are based on the volume of transactions and the complexity of your business needs. Contact us to GET QUOTE.

Do you offer tax preparation services?

Yes, we offer comprehensive tax preparation and compliance services to ensure you meet all federal, state, and local tax requirements.

Do you offer training on accounting software?

Yes, we offer training sessions to help you and your team get the most out of your accounting software. SCHEDULE A MEETING for more details.

How secure is my financial information with your service?

We take data security very seriously. All your information will be shared and stored securely in a client portal, and any unauthorized person can not have access to your information.

Do you offer services remotely or on-site?

We primarily offer remote services to ensure flexibility and convenience for our clients.

Can you help me set up a new business?

Yes, we offer business setup services, including entity selection, registration, and initial financial setup to help you get your business off the ground.

How do you ensure accuracy in bookkeeping?

Our team consists of certified QuickBooks Online and Xero advisors who are highly proficient in these accounting software platforms. Additionally, we regularly reconcile all accounts and review all entries to ensure accuracy.

Can you help me catch up on backlogged bookkeeping?

Absolutely. We specialize in catching up on backlogged bookkeeping and can bring your financial records up-to-date quickly and efficiently.

What type of reports can I expect from your bookkeeping services?

We provide basic reports, including income statements, balance sheets, cash flow statements, and other custom reports as requested which includes summary of sales , accounts receivable balance, accounts payable balance.

Do you offer monthly financial reviews?

Yes, we offer monthly financial reviews to discuss your financial performance, address any concerns, and provide insights to help you make informed decisions.

 What kind of training do you provide?

We offer training on QuickBooks online and Xero, and understanding financial statements. Training can be customized to meet your specific needs.

Can you help with budgeting and forecasting?

Yes, we provide budgeting and forecasting services to help you plan for the future and make informed financial decisions.

Usually what information is required to perform a bookkeeping job?

We need accountant access of QuickBooks Online, bank, credit card & Loan statements along with all sales and purchase data in right format. Requirements vary from client to client depending upon the nature and workflow of business.