FAQ's
Yes, we offer a free initial consultation to discuss your specific bookkeeping needs and determine how we can best assist you.
We will need access to your QuickBooks Online, Relevant financial documents, and Bank & Card Statements. A Client On Boarding document will be sent to you providing you will all the details to make it easy for you.
The duration depends on the complexity and volume of your transactions. Initial setups and clean ups typically take a few days to a couple of weeks. We will provide a more accurate estimate after reviewing your specific needs.
Yes, we offer ongoing monthly bookkeeping services to ensure your financial records are always up to date and accurate. We can discuss your requirements to tailor a package that fits your business. We also offer special discounts!
Absolutely! We specialize in clean up services for clients whose books are significantly behind. We have experience handling projects that span multiple years and can bring your books up to date.
We are a team not individuals! We have a combined experience of over 25 years in accounting & bookkeeping. We work directly with CPA firms across the United States
We take confidentiality very seriously. All data shared is stored securely using industry-standard practices to ensure your information is protected. Data is deleted after every job is closed. Additionally, every client receives a signed Non-Disclosure Agreement (NDA)
After a Free consultation, you will receive an Client On Boarding Form & a Non-Disclosure Agreement. When we receive all required documents & your confirmation to proceed, we will immediately get to work. Regular communication will be maintained to ensure accuracy & your satisfaction.
We believe in maintaining clear & regular communication with our clients. We will provide updates on the progress of your project & are available to answer any questions or concerns you may have. Communication will take place via Fiverr, whereas consultations can take place on Zoom or Google Meet.