Frequently Asked Questions
Got questions about outsourcing your bookkeeping? You're not alone. Below we've answered the questions we hear most from business owners — from what a bookkeeper actually does to how secure your financial data is. Don't see your question here? Reach out and we're happy to help.
Getting Started
We track income and expenses, reconcile bank and credit card accounts, manage invoices/bills, and produce clean financial statements each month so you always know where your money is going.
Your bookkeeper maintains the daily foundation. We keep transactions organized, accurate, and up-to-date year-round. Your accountant or CPA uses those clean records to handle high-level tax strategy and file annual returns. Having clean books saves you thousands in CPA fees at year-end.
Software is just a tool and it's only as good as the data entered into it. A bookkeeper ensures transactions are categorized correctly, accounts balance to the penny, and automated feed errors don't distort your true profit.
Pricing & Is It Right for Me
Pricing depends on your monthly transaction volume, number of accounts, and specific service needs (like payroll or invoicing). Most small businesses invest in customized flat monthly packages so your overhead remains predictable with no surprise billable hours.
You need to hire a bookkeeper when (i) you spend more than 3 hours a week wrestling with spreadsheets, (ii) you don't know your exact monthly profit or cash flow before tax season, or (iii) your time is better spent closing sales and serving clients than organizing receipts.
Not at all! You actually gain more control. You maintain full ownership of all accounts and financial decisions. We simply organize the numbers and present clear reports so you can make confident, informed choices.
How It Works
We use read-only bank access and top-tier accounting software. You never have to mail physical receipts or drop off paper files. Everything is secure, seamless, and digital.
Once we connect your accounts via read-only access, minimal input is needed. You'll just send us occasional receipt images, clarify any flagged transactions, and review your monthly statements.
Yes, and please don't be embarrassed! Messy or backlogged books are completely normal for growing businesses. We specialize in 'catch-up and cleanup' services to reconcile your historical data and get you compliant quickly.
Services & Reporting
Your books are reconciled monthly, and you'll receive a Profit & Loss Statement, Balance Sheet, and Cash Flow statement. More importantly, we walk you through what those numbers actually mean for your growth!
We ensure your books are 100% tax-ready year-round and work seamlessly with your CPA to file your income taxes smoothly without scrambling.
Yes! In addition to core bookkeeping, we offer add-on services like Accounts Receivable (invoicing clients), Accounts Payable (paying vendors), and payroll management to take the full administrative burden off your plate.