FAQ
Do you have questions? We may have the answer for you right here. Otherwise, please feel free to contact us with any questions not listed below.
Do you prepare taxes?
At this time, we can only offer bank reconciliation services. However, we can refer an Enrolled Agent (tax accountant) to assist you with your taxes.
Do I need QuickBooks Online?
Yes, we use QuickBooks Online exclusively.
Can you clean up prior years?
Yes, we would be happy to provide this service for you. Simply contact us to get started.
What if I'm behind on my bookkeeping?
Not to worry. Just tell us when (in your books) you want us to start, and we will get you caught up.
How do payments work?
Payments are initiated on the 1st of every month via ACH or credit card for the month of service.
Do you require ACH?
We take payments by ACH and credit card.
How often will I receive financial reports?
You will receive financial reports as soon as possible at the beginning of the following month.
Can I cancel anytime?
Yes, we have a policy that respects both parties in their desire to continue or discontinue the relationship for any reason.