Curious about QuickBooks®?

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Looking for a rock solid bookkeeping team?

That's where we come in.

Let's launch your business to the next level with our bookkeeping services!

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Our Proven Process

We have a proven process that works time & time again! Here’s a visual.

The Details

We start with a file review.

Before we can quote you for bookkeeping and cleanup services, we need to know what we’re working with. Hence, all engagements start off with a file review. This requirement is a paid service as we invest valuable time into reviewing and understanding all aspects of your accounting data. Additionally, we’ll spend one-on-one time with you to understand your unique needs and business goals. We then utilize this information to provide you with a quote that details out a corrective action plan (CAP) to tackle any cleanup items in your accounting file as well as the cost for recurring bookkeeping services.

We complete CAP services.

During the first 2-3 months of our engagement, our team will execute the CAP services spelled out in your quote. This is the part where we get
your QuickBooks file into shape and unearth any hidden skeletons so that may be hiding. The end result? Squeaky clean financials that depict your true financial picture. During this phase, you can expect lots of questions from our team and an occasional meeting to optimize your setup.

We enter the promised land of ongoing bookkeeping.

Once CAP services are complete, you’ll move into a recurring bookkeeping cycle. This is typically monthly but can be tailored to meet your
needs. You’ll be assigned a lead bookkeeper and set up on a standard schedule so you know exactly what to expect and when to expect it!

How much does it cost?

There's no one size fits all when it comes to cost. Pricing depends on business complexity, transaction volume, and other variable factors. Below are examples of different businesses and their potential pricing structure.

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SIGNS YOUR BUSINESS IS READY FOR BOOKKEEPING

  • Your accounting records aren't up-to-date.
  • You're mixing business & personal finances.
  • You have unclear cashflow management.
  • Tax time is your worst nightmare.
  • You have missed payments and overdue invoices.
  • You have no time for financial strategy.
  • You're experiencing rapid growth.
  • You're having payroll compliance issues.
  • You're not using data to make financial decisions.
  • You're stressed and worried about finances.

Common Q&A's

Bookkeeping is the process of recording transactions in a
consistent way, typically using accounting software such as QuickBooks. It is a
key component to building a financially successful business.

A bookkeeper handles the recording and reconciliation of
financial transactions, including purchases, receipts, sales, and payments.
They manage your general ledger and ensure your books are accurate and
up-to-date. They also can provide services such as accounts receivable and
payable management, payroll processing services, and cashflow preparation.

Bookkeeping is the recording and reconciling of transactions
and the foundation of the accounting process. Accounting is the overall management of the recorded financial information, which includes analyzing, interpreting, and reporting data.

Technically speaking, we are both! While 75% of what we do
for clients is bookkeeping, our team also provides accounting services, except
for income tax planning and filing. Our most common accounting services include
cashflow planning, budgeting, and sales tax planning.

Bookkeepers use various accounting software to manage records more efficiently. We are a QuickBooks specific firm, meaning we only
work with QuickBooks products. If you are currently using something else and
are open to change, no problem! We can help you convert from another system to a QuickBooks subscription that fits your needs.

Hiring a professional bookkeeper ensures financial accuracy especially when it comes to things like recording loans, sales tax, fixed asset
purchases, and year end tax adjustments. They also help with tax requirements
and compliance, plus can provide valuable insights to help you make better business decisions. Remember, you did not start your business to be a
bookkeeper (unless you're us).

Depending on the needs of your business, this can be anywhere
from daily to monthly. While monthly works for the majority of small businesses, we can guide you on what's right for you based on your business needs.

Ah, the million-dollar question! Costs vary depending on the
complexity and volume of transactions, any additional services that are provided such as cashflow projections or payroll services, and the level of guidance you desire from your provider. That said, our average bookkeeping
package is $1,250 per month, with some as low as $550 per month and others as high as $5,000 per month. If you decide to work with us, we will dig deep into your financial activity and business goals so that we can provide you with a
custom quote based solely on your unique needs.

Absolutely... otherwise, we'd be out of a job! Proper bookkeeping is crucial for small businesses to manage cash flow, secure loans, and prepare for tax time. If your goal is to grow, having accurate data to make
financial decisions is key.

Look for a bookkeeper with experience in your industry, who
asks in depth questions about your business, and who has strong references. Ensure they understand your business goals, can communicate financial information clearly, and speak in terminology that you understand.

Start by setting up a system for tracking your financial
transactions. This can be as simple as using a spreadsheet or as sophisticated as a dedicated accounting software such as QuickBooks. Consider consulting with a bookkeeper to setup your system correctly from the get-go. We offer a
QuickBooks File Setup service to help you do just that. Starting off on the right foot can make all the difference in the long run!

Besides the fact that we have a pretty groovy website? Because we hands down have the best team. When you work with us, you get real people that speak real talk. Our goal is to meet you where you're at, give you the financial information you need, and educate you on any data points that may have you a bit lost in space.

Want to Talk Bookkeeping?

Use the link below to send us your info, our team will get in touch!

No one has the capacity to do everything and do it well. If you're struggling with bookkeeping, let's take it off your to-do list so you can get back to doing what matters most... running your business!

NEED QUICKBOOKS® PRODUCTS?

We offer discounted pricing on all QuickBooks® software.

Don’t pay full price for QuickBooks® software when you don’t have to. We’ve been a part of the QuickBooks® Solutions Provider program since its launch in 2006 which is just a fancy way of saying they give us preferred discounted pricing that we get to pass on to you!

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