Q: What does your bookkeeping service include?

Our comprehensive bookkeeping package keeps your books accurate, organized, and verified for truth. This includes weekly transaction categorization, monthly account reconciliation, and clear financial reports tailored to your business.

Q: How often will my accounts be updated and reconciled?

Transactions are categorized weekly, and bank/credit card accounts are reconciled monthly, so your records are always up-to-date and reliable.

Q: What financial reports will I receive?

Q: When will I receive my monthly financial reports?

Your detailed monthly financial reports are delivered by the second Monday of the following month, giving you a true picture of your finances and helping you plan your business with confidence.

Q: Can I expect consistency in report delivery?

Yes! We follow a strict schedule so you know exactly when to expect invoices and financial reports, helping you stay organized and make timely business decisions.

Q: What are Add-On Services?

Add-on services are flexible options available in addition to your monthly bookkeeping package. They’re designed to enhance your financial visibility and promote business growth.

Q: Do you provide weekly or biweekly reports?

Yes! We offer both weekly and biweekly reporting options so you can stay updated as often as you prefer. Each report includes a comparison to the previous period (the previous week for weekly reports and the previous two weeks for biweekly reports), along with adjustments for any uncategorized transactions.

Q: How often will I receive weekly financial reports?

Weekly financial reports are sent every Monday, keeping you updated on your business performance and cash flow.

Q: How often will I receive biweekly financial reports?

Biweekly financial reports are sent every Monday after the second week of the month, providing regular insights without overwhelming you with too much data.

Q: How is the Monthly Financial Statement Analysis different from the standard monthly financial reports I receive?

The analysis goes beyond simply providing reports, it interprets your numbers for you. You’ll receive clear explanations, insights, and patterns that help you understand why your figures changed and what that means for your business.

Q: How can you help with taxes?

We support your CPA by organizing your books, preparing financial statements, and providing accurate documentation, ensuring a smooth and stress-free tax season.

Q: What are your Other Services?

We provide customized support tailored to your unique business needs, including QuickBooks Online Setup, Catch-Up Bookkeeping, Diagnostic Review, Clean-Up Bookkeeping to ensure your financial records are accurate and reliable.

Q: What is QuickBooks Online Setup?

We help you get started with QuickBooks Online, including account setup, Chart of Accounts customization, vendor/customer/product list creation, bank integration, historical data entry, and a basic training walkthrough.

Q: What is a Diagnostic Review?

A Diagnostic Review is a detailed assessment of your existing bookkeeping records. It helps identify errors, inconsistencies, and areas that need improvement before any catch-up or clean-up bookkeeping begins.

Q: Why do I need a Diagnostic Review before a Catch-Up or Clean-Up Bookkeeping?

The Diagnostic Review allows us to understand the current condition of your books. It ensures that we know exactly what issues exist, such as misclassified entries, unreconciled accounts, or missing data, so we can create an accurate scope and action plan for the Catch-Up or Clean-Up stage.

Q: What will I receive after the Diagnostic Review?

You’ll receive a summary report outlining the findings, including identified issues, areas for improvement, and recommended next steps to bring your books back to an accurate state.

Q: What is Catch-Up Bookkeeping?

If your books are behind, we’ll record missing transactions, reconcile past accounts, and organize prior records, bringing your books current quickly and accurately.

Q: What is Clean-Up Bookkeeping?

Clean-Up Bookkeeping involves correcting all identified errors, reconciling accounts, and organizing your records to ensure your books are accurate, consistent, and tax-ready.

Q: What can I expect after the Clean-Up Bookkeeping?

Your books will be accurate, organized, and ready for reporting or tax filing, giving you confidence and clarity in your financial data.

Q: What’s the difference between a Diagnostic Review and Catch-Up or Clean-Up Bookkeeping?

The Diagnostic Review is an analysis phase that identifies what’s wrong with your books. The Catch-Up or Clean-Up Bookkeeping is the implementation phase, where those issues are fixed and your records are brought up to standard.

Q: Is the Diagnostic Review fee applied if I proceed with Catch-Up or Clean-Up Bookkeeping?

Yes! The Diagnostic Review fee is fully credited toward the total Catch-Up or Clean-Up Bookkeeping fee if you decide to move forward.

Q: Can I contact you if I have questions?

Absolutely! You can reach us easily via Google Chat, Email, or WhatsApp, with responses provided within 24 hours during business hours to keep your business moving.

Q: When will I receive the invoice for my next month’s bookkeeping?

Invoices for the upcoming month are sent on the 15th day of the current month, giving you time to prepare for the payment. Payment is due by the last day of the current month.

Q: What is your pricing structure?

Our pricing varies based on the services required, but our Bookkeeping Service starts at $300. We’ll provide a personalized quote based on your business needs, so you know exactly what to expect before moving forward.

Q: How do I book a service?

You can easily book a service through our online booking form available on our website.