1. Core Bookkeeping Services

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?

Each month, we prepare easy-to-understand financial reports tailored to your business, including:

• Profit and Loss Statement

• Balance Sheet

• Cash Flow Statement

• Financial Analysis (Trend & Common-Size)

• Agreed-Upon Key Performance Indicators (KPIs) explained in plain language

Q: When will I receive my monthly financial reports?

Your detailed monthly financial reports are delivered on the 10th day of each month, so you can start the month with a clear understanding of your finances.

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.

2. Add-On Services

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 support day-to-day business operations.

Q: What does Accounts Payable Management include?

We help you stay on top of bills and vendor payments by creating bills in QuickBooks, tracking outstanding bills, preparing aging reports, and sending reminders for upcoming payments. You maintain control over final payments, ensuring your cash flow is always protected.

Q: What does Accounts Receivable Management include?

We help maintain healthy cash flow by creating invoices, tracking payments, sending reminders, and preparing accounts receivable aging reports. We also review overdue accounts and process write-offs according to your policies.

Q: Do you offer Inventory Management?

Yes! We track stock levels and costs, match invoices to purchase orders, record sales and COGS, manage inventory adjustments, and provide regular reports to help prevent shortages, overstocking, or obsolete stock.

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: Do you provide weekly or biweekly reports?

Yes! We offer both options so you can receive up-to-date insights every week or every two weeks. Reports include comparisons, financial analysis, KPIs, and 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.

3. Other Services

Q: What are your Other Services?

We provide customized support tailored to your unique business needs, including QuickBooks setup, catch-up service, and diagnostic review + clean up service to ensure your financial records are accurate and reliable.

Q: What is QuickBooks 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 the Catch-Up Service?

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 a Diagnostic Review + Clean Up Service?

We review your existing books for errors, correct misclassified entries, reconcile accounts, and organize your records to be audit-ready, ensuring your financial data is reliable and accurate.

4. Communication & Support

Q: Can I contact you if I have questions?

Absolutely! You can reach us via Email or WhatsApp with same-day responses to keep your business moving smoothly.

5. Billing, Pricing & Booking

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 review and prepare for 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.