Frequently Asked Questions
Basic FAQs
What bookkeeping services do you offer?
Our monthly package covers all your essential financial processes—including Accounts Receivable, Accounts Payable, Bank Reconciliation, Invoicing, Billing, Payments, and Revenue management—so you can focus on growing your business.
Once I sign up, What’s next?
Once you sign up, we schedule a one-on-one planning call to understand your business goals, clarify your desired outcomes, and walk you through our process—ensuring full alignment from day one.
How do we communicate and share documents?
We use our secure and advanced Google Drive portal for file sharing, and we’re available by email, phone, or Zoom. You can schedule monthly check-ins if needed.
Security & Software FAQs
Is my Financial Data secure?
Absolutely. We use encrypted, cloud-based software and secure client portals to protect each of our clients’ individual information. Your privacy and data security are our top priorities.
What Accounting Software do you use?
While we specialize in QuickBooks Online, we’re fully proficient in QuickBooks Desktop as well—ensuring seamless support no matter your platform.
Will I have access to my Financial Records?
Yes, you’ll always have 24/7 access to your financial data through your accounting software dashboard.