Do you offer tax preparation services?
No, we do not currently offer tax preparation services but we are happy to communicate with your tax accountant and provide them with the information they need to file your tax returns. Anna, one of our co-founders, has a background in tax accounting so we are able to organize your financials to best streamline this process. Also, we believe it is a benefit to our clients to have two sets of eyes on their books.
Do I have to make a long term commitment?
We do not require a time commitment, and our monthly (or quarterly) contracts are all month-to-month. We do ask for a 30 day notice if you ever no longer wish to continue services.
What if I am located in a different city or state?
Not a problem! Quickbooks Online (QBO) is a cloud-based accounting software, so we are able to provide our bookkeeping services remotely. All our meetings will be held over the phone or Zoom, and you’ll receive a digital copy of your financial reports.
What if I am not yet set up on Quickbooks Online (QBO)?
Not an issue! We can walk you through the set-up process and help you select the subscription level that is right for you. We use QBO exclusively to serve our clients, so if you use another system we can help with the switch.
What makes you different than a normal accountant?
We’ll be the best bookkeepers you’ve ever had! We won’t be sitting next to you at the office asking a million questions about QBO. You only have to pay a minimum fee once per month for our services, saving you money and freeing up time that either you or your admin person currently spends on bookkeeping. For example, let’s say your admin person currently spends a day and a half each week on the bookkeeping. At a rate of $15 per hour, you are spending $750 a month for mediocre work, when this employee could be focusing on other areas of your business.
What does the monthly process look like?
Each month we will email you a list of questions about transactions or events that happened during the previous month. After that, we will send you a deliverable with your financial reports, a monthly comparison, and anything we notice that sticks out to us from that month.