Frequently Asked Questions

 

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How do I get information to you?

We can send and receive information via the internet, US mail, FedEx, and UPS.  A Dropbox account is set up to transfer and save documents for safekeeping and easy access.

Do you provide Training?

Yes!  We love to teach you how to be proficient at using QuickBooks!  As much, or as little training as you desire.  We can teach you on site, or by using screen share.

What kind of information do you need?

Bank and credit card statements, checks, check payees, invoices and bills.  Information about you and your business will help us determine the most efficient bookkeeping system.

how do you access my quickBooks and bank Accounts?

The majority of our clients are on QuickBooks Online, and we access the account through the Accountant interface.  With bank access, we only need to view your financial information and bank statements.  We believe a bookkeeper should never have the ability to move money or sign checks on your behalf.  Your financial institution should be able to give a user view-only access.

How much will it cost?

Each business is different, and we like to get to know you before delivering a price quote.   Our fees are affordable , and we will customize them to provide the service requested

Should my bookkeeper be local?

Some clients feel more comfortable knowing their bookkeeper is in the same town, but more often than not, we never meet with our clients.  With the advent of QuickBooks Online and cloud technology, it is more and more common to have a bookkeeper who is in a different part of the state, or even country.  Regardless of where you are, we are always here for you.