What bookkeeping method do you use?+
Monthly financial statements are generally prepared on a cash basis unless otherwise agreed upon based on the needs of the business.
Is the starting price my final monthly price?+
Final pricing is provided after an initial review. Transaction volume, number of accounts and entities, payroll, sales tax, payment processors, bookkeeping complexity, and the condition of the books can affect the monthly fee.
What will you need during onboarding?+
We typically arrange secure access to relevant bookkeeping systems and financial account information, then review available statements, payroll and payment systems, recent tax returns if available, and key details about the business.
What if my books are behind or need cleanup?+
Catch-up and cleanup bookkeeping are available and quoted separately before recurring monthly services begin.
Can you support accounts payable or receivable?+
Yes. Accounts payable support, accounts receivable support, multi-entity bookkeeping, additional reporting, and custom financial analysis can be scoped and quoted separately.