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Frequently Asked Questions

Have questions about our services?

Find answers to common ask queries below.

  • We provide comprehensive virtual accounting and bookkeeping services tailored for small businesses and high net worth individuals. Our services include professional bookkeeping, financial reporting, QuickBooks setup and optimization, and strategic financial consulting.

  • Yes, even if you already have an accountant, it's beneficial to have a bookkeeper!

     

    Bookkeepers record and organize daily financial transactions, ensuring accurate and up-to-date financial records. Accountants, on the other hand, analyze financial data and provide advice on tax planning and financial management. By hiring a bookkeeper, you can free up your accountant's time to focus on higher-level financial analysis and planning.

  • We take the security of your financial data very seriously. Our protection measures include:

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    1. Secure technology: We use advanced software with strong encryption for data storage and transfer.

    2. Strict access controls: Only authorized personnel can access client data, and only on a need-to-know basis.

    3. Regular security audits: We conduct frequent reviews to ensure our security measures remain robust.

    4. Employee training: Our staff is regularly trained on the latest data security practices.

    5. Data backups: We maintain secure backups to protect against data loss.

    6. Client education: We provide guidance on how you can help keep your information secure.

     

    Rest assured, we're committed to maintaining the confidentiality and integrity of your financial information at all times.

  • Yes, we specialize in creating customized budgets for small businesses. We'll analyze your finances, develop a realistic budget aligned with your goals, and provide implementation guidance. Our aim is to give you a clear financial roadmap to support your business's success.

  • Your business likely needs a bookkeeper if you're experiencing any of the following:

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    1. You're spending too much time on financial tasks instead of running your business

    2. Your books are consistently behind or disorganized

    3. You're unsure about your cash flow or profitability

    4. Tax time is overly stressful or time-consuming

    5. You're missing out on deductions or making costly financial errors

    6. Your business is growing rapidly

     

    If these signs sound familiar, professional bookkeeping services could save you time, reduce stress, and improve your financial management.

  • A QuickBooks Online ProAdvisor is an accountant or bookkeeper certified by Intuit in QuickBooks Online. These professionals have demonstrated expertise in using and advising on QuickBooks Online through rigorous testing. Working with a ProAdvisor is important because they:

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    1. Have in-depth knowledge of QuickBooks Online features

    2. Can efficiently set up and customize your accounting system

    3. Provide expert troubleshooting and problem-solving

    4. Stay updated on the latest QuickBooks updates and best practices

    5. Often have access to exclusive resources and support from Intuit

     

    By choosing our team of ProAdvisors, you're ensuring your business benefits from top-tier QuickBooks expertise and support.

  • While we don't file taxes, we make tax time easier. We keep your books accurate year-round and work directly with your accountant or CPA. We provide them with organized financial data, ensuring you're well-prepared for tax filing without the last-minute scramble.

  • We believe in tailored solutions, not one-size-fits-all packages. Every business is unique, so we start with a complimentary consultation to understand your specific needs. This allows us to create a customized service plan that aligns perfectly with your business goals and budget. Our approach ensures you get exactly the support you need.

  • We are a fully remote company with bookkeepers located across the United States. Our team spans all four major U.S. time zones, allowing us to provide flexible service and coverage to our clients nationwide. This distributed approach enables us to offer expert bookkeeping services regardless of your location, while ensuring responsive support throughout the business day.

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