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FAQ2020-11-10T17:36:15-08:00

FAQ

Why do I need a bookkeeper?2021-03-10T15:21:33-08:00

The role of a bookkeeper is to enter, categorize, review, and reconcile transactions in a company’s accounting system. Having sales and expense data properly categorized enables business owners to see where they are spending and making money.

A bookkeeper will do all of these things for you, usually once a month. That way you can focus on, growing your business and staying on track!

How do we communicate with you?2021-03-10T15:24:45-08:00

We use Microsoft Teams, this is a great way to categorize specific conversations, keep track of docs, and store anything you want!

What is a transaction?2021-03-10T15:27:27-08:00

A transaction is an “in” or “out” of you bank account that would require a bookkeeper to categorize.

Are there a custom packages available?2021-03-10T15:00:26-08:00

Absolutely, we can work with you to design a package that meets your requirements. The pricing above gives us and you an idea of where you might be at with your monthly costs.  You may want to do some tasks yourself, or let us do it all! We can work with you.

How do you collect documents from your clients?2021-03-10T16:14:24-08:00

For ongoing bookkeeping, we have implemented a very simple and easy to use document management portal that is cloud-based which allows you to upload documents by email, web browser, scanner, or smartphone.

We also securely download your bank and credit card statements automatically every month without the need for you to regularly login.

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