Our specialization is in working exclusively with QuickBooks Online. This focus allows us to provide deep expertise and efficient service within this platform. 

We update your books regularly, typically on a weekly basis, depending on your business needs and the volume of transactions. This ensures that your financial records are always current and accurate.

We provide monthly financial reports that give you a clear picture of your business’s financial health. 

We understand that financial statements can be complex and sometimes confusing. Our team is here to help you interpret and understand your financial reports. We provide clear explanations and insights to help you grasp the key aspects. We can walk you through your statements and answer any questions you may have, ensuring you feel confident in making informed business decisions.

We utilize a secure client portal for all our communications. Through this platform, we will share secure files, send monthly financial statements, collaborate on uncategorized transactions, message, ask questions, and more. This will be our main form of communication. We prefer to use this tool to keep us organized and ensure that all your financial information is handled safely and efficiently, allowing for seamless collaboration and easy access to your financial records.

At our practice, we take data security and confidentiality very seriously. We use QuickBooks Online and a dedicated client portal that both employ bank-grade encryption to keep your financial data private and protected. Our client portal is also SOC 2, Type 2 certified, ensuring it meets stringent security standards.

We do not sell any user data or client financial information. To further safeguard your information, we require two-factor authentication (2FA) for our staff and offer it as an option for our clients. This multi-layered approach helps ensure your data remains secure and confidential.

Outsourcing your bookkeeping allows you to focus on running your business while ensuring that your financial records are managed by experts. This is especially beneficial for businesses that are not yet large enough to hire a full-time, in-house bookkeeper. Outsourcing can save you time, reduce stress, and provide you with accurate financial information for better decision-making, all without the overhead costs associated with employing a full-time staff member.

Yes, we specialize in catch-up and clean-up services. We can help you get your financial records back on track quickly and accurately, ensuring your books are current and precise.

While we do not file tax returns, we work closely with CPAs and tax professionals to provide them with accurate and up-to-date financial records. Our goal is to handle everything leading up to year-end, ensuring your books are in perfect order and ready for a CPA to take over for year-end tax filing. This makes the tax preparation process smoother and more efficient.

We do not process payroll in-house but collaborate with your preferred third-party payroll provider. We assist with the actual processing of payroll within that platform and ensure all payroll data is accurately integrated into your bookkeeping records. Additionally, we monitor payroll tax payments and health insurance liabilities, ensuring that all payroll-related tasks are managed efficiently.

Our pricing is customized based on the scope and complexity of your bookkeeping needs. We charge a flat monthly rate for our services, ensuring transparency and predictability in your budgeting. For detailed information, please refer to our Pricing page. We provide a personalized quote after discussing your specific requirements, ensuring you receive the best value for your investment.

You can expect a communication response time of normally within 24 hours, if not sooner.