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Frequently Asked Questions

How much does it cost?

We charge a flat fee per month. We talk about your businesses needs and figure out how we can serve you best.

What software do you use?

We specialize in AccountEdge, a simple, powerful, well priced, desktop, or cloud base accounting software. We work remotely. Our company uses a dedicated VPN, clients portals, and encrypted file transfers and written communication.

How does monthly bookkeeping work?

We analyze and record all your transactions though AccountEdge to compile monthly financial statements like the P and L and Balance Sheet.

Do you offer more frequent scheduled services other than monthly?

We are here to serve you. Our business depends on your success. Let us know what you need and we can accommodate to your business. needs.

How and when do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements to automatically sync with AccountEdge so that you can focus on your business while we handle your bookkeeping. You can also send us your bank statements if you prefer. We use secure cloud based software, client portals for document delivery, and all written communication.

When do I get my monthly financial reports?

You will receive them by the 10th of every month.

What if I need to clean or get caught up on my bookkeeping?

Not a problem. We can take care of this for you. We will discuss the details as needed for your situation.

 

 

 

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