How do I get started?

Give us a call at 214-662-2457 or use the Scheduling link above and we will reach out to you. We would be happy to chat with you about your business and see if we are a good fit.

What is bookkeeping?

Bookkeeping is the process of recording a business’s day-to-day financial transactions. Financial transactions include: money coming into and out of a bank account, credit card charges and payments, the sell and purchase of property and equipment, and much more.

Do I really need bookkeeping?

First and foremost, bookkeeping is essential to making data-driven business decisions. Prudent business owners know their numbers inside and out and keep a close watch on the financial health of their business. Secondly, bookkeeping is required of all business owners so that they can accurately fill out their tax returns every year.

How much will bookkeeping cost?

Bookkeeping cost vary from client-to-client. It largely depends on the frequency and types of financial transactions that occur within your business. Please see the Pricing page to get an idea of our monthly rates.

Will I be charged an extra fee if my books need cleaned/caught up?

Yes, if we determine that your books need to be cleaned up or caught up to the current month, we will charge a one time upfront fee for that service.

Do I have to pay for my own QuickBooks Online account?

Yes, you will need to pay for your own QuickBooks Online account. Here is a link to QuickBooks Online pricing plans: https://quickbooks.intuit.com/pricing/

How does virtual bookkeeping work?

Thanks to QuickBooks Online we are able to remotely manage your bookkeeping. We have a “special” QuickBooks Online account that allows us to login to your QuickBooks Online account from any location to manage your bookkeeping. With your approval, we can help you link your QuickBooks Online account to your bank so that we can see transactions that are taking place on a day-to-day basis. This does not mean we would have access to your bank account. QuickBooks Online simply pulls transaction information from your bank account.

Do I have to link my bank account to QuickBooks Online?

No, if you opt out of connecting your business bank account to QuickBooks Online, we will need you to send us your banks statements every month in order to do your bookkeeping. However, this will not allow you to see an updated set of books on a weekly basis as you would if your bank account and QuickBooks online account were linked.

Is QuickBooks Online the only accounting software you use?

Yes, we work exclusively in QuickBooks Online.

What if I don’t already have a QuickBooks Online account?

No problem. We can help you create an account with QuickBooks Online. It is not mandatory, but we encourage you to let us create your QuickBooks Online account for you so that you can benefit from the discounted pricing we receive as QuickBooks Online ProAdvisor’s.

What will you need from me in order to complete my bookkeeping?

Every month we will ask you to send us a copy of your prior month’s bank statement and any other relevant financial documents we may need. We will need these documents to double-check that your books perfectly match your bank statements. We may also contact you from time-to-time to ask any questions that may arise about transactions you’ve had during the month.

How will you protect my data from being lost or stolen?

We are committed to handling client data with the utmost care and protection. We use multi-factor authentication whenever possible and all of our programs use bank level encryption.

Will you speak with my tax preparer if needed?

Absolutely! We would be happy to communicate with your tax preparer to ensure a smooth process during tax season.

Do you offer payroll services or prepare tax returns?

At this time, we do not offer payroll or tax preparation services.