Frequently asked questions

Are bookkeeping and accounting the same thing?

Bookkeeping and accounting are not the same thing. Bookkeeping is mostly concerned with recording and organizing financial data, while full-fledged accounting is about analyzing, interpreting, and advising based on the data.

Do you perform services at an hourly rate?

We offer 3 distinct tiers of service at a predetermined rate range based on business size and transaction volume. We also offer customizable services, meaning, if you mostly fit within the smaller package but need bill-pay, you can add that to your service package.

We believe that hourly based compensation penalizes efficiency, and it helps clients to know upfront what their monthly costs will be consistently - so we aim to stay away from hourly rates most of the time. However - we never say never! If you have an out-of-scope project or need for us, don't hesitate to let us know, and we can work something out!

Do you offer full-fledged accounting services, or just bookkeeping?

Our services are a little mixed for added value, and we sprinkle in a little accounting spice where helpful as our education allows. Based on your service package, we may work with your CPA (certified public accountant) to make adjustments, we may offer limited insights and interpretation of your financial statements - but for the most part we focus on accurate data & leave the advisory services to your CPA and tax preparer. Just like we may be able to recommend a helpful software we've personally used, but leave the heavy tech advice to your IT guy. If you have something specific in mind, it never hurts to ask!

What accounting platforms do you work with?

We have certified experience in QuickBooks Online products, and hands-on experience in Wave Accounting, NetSuite, and many other software that integrates with these such as Bill.com, Gusto Payroll, Service Titan, non-profit donation platforms, etc. What we don't have outright expertise in, we are willing to learn!

Do you offer tax preparation?

No, we do not offer tax preparation services. But we can work with your tax preparer to get them the info they need to prepare your taxes.

Can you catch or clean up messy books?

Yes - in the event your books are behind, or you are unsure if they've been kept in the most proficient or efficient ways, we can help you to get back on track with some TLC! We'll get in and do a thorough review of what you've got, and come up with a plan to get things nice and tidy!

How often will we communicate?

Something that makes operations and the bookkeeping process flow more smoothly and efficiently, is focus time with limited interruption to the workflows. As such, it is not practical or wise for a bookkeeper to constantly be in a tug of war between phone calls, emails, conversations and the actual tasks at hand.

As such, accelerated communication & availability will depend on your service tier. All clients will receive a set of monthly financial reports and urgent updates, with more availability and open access for questions or concerns at higher tiers or as an add on service.

Regardless, at all levels of service - you are important to us, and we will make sure to get in touch with you as soon as possible!

What do you need from me monthly? How quickly can I expect financial reports each month?

How quickly you can expect reports each month depends on your needs and expectation which should be disclosed upfront upon the start of services, and how efficiently you provide the information necessary to close the books each month.

Most of information these days is automatically fed into your accounting system via bank feed connections or access provided upfront by you, but there are occasions where a bank feed connection breaks and we need credentials to log back in, or for you to send us a statement manually.

Like most things in this world - you get out what you put in!

Are you month-to-month or contract based?

Our clean up services are typically on a project-by-project basis, and our service packages are available on a 6 month to yearly* basis. This is so that both parties can get the most shared benefits out of establishing a relationship and workflows. Exceptions to contract length may be made at the discretion of both parties.

Also, if you are not satisfied with your service at any time during the contract, give us a month's notice and we will forego any penalties: We don't want to be forced to work with anyone who doesn't want to work with us!

*A yearly contract will offer a slight discount compared with a 6-month contract.

How do I get started?

Navigate to the 'Contact Us' portion of our website and fill out the contact form. From there someone will be in touch to get a more detailed picture of your business and needs for an official quote and next steps!