what type of bookkeeping do you offer?

• After the Fact:  Typically performed after the month ends.  This type of bookkeeping done to update/cleanup the books.  This type of service is usually performed on a monthly basis at the close of each month and includes reconciling, reviewing and providing financial reports.  Prices start at $300.

• Full Charge:  Typically performed weekly.  This type of service generally includes posting payroll (completed through a third party service), Accounts Receivable, Accounts Payable, paying bills (on your schedule), and providing financial reports.  Prices start at $600.

how does virtual or remote bookkeeping work?

Virtual and remote bookkeeping works by:

• Quickbooks Online
• Cloud based platforms (i.e. Logmein, Right Networks, TeamViewer) that give access to Quickbooks Online and Quickbooks Desktop
• Zoom based or telephone consultations

When is work performed?

On  your schedule.  Typically this is done weekly, monthly, bi-monthly or quarterly.

what if i do not use quickbooks?

We highly recommend Quickbooks.  If you are currently using another platform, we may not be able to assist.

When will i receive my financial reports?

We try our best to have the financial reports returned by the 15th of each month unless we do not have all of the information necessary to generate the reports.  

how do i send you my documents?​

We prefer Dropbox but use Google Drive, OneDrive, email and snail mail.

are taxes included with bookkeeping?

No.  Bookkeepers are not accountants and can not prepare tax returns or provide tax advice.  We can compile 1099/1096 forms.  You can provide us with your vendor's W9 documents and submit those to us for proper reporting.

For payroll taxes, the most cost effective solution is using a third party service.

do you work with my cpa for tax filing?

Of course!  We work with CPA firms across the country.

how much are your fees?

Monthly investments start at $300 per month for after the fact bookkeeping and $600 per month for full charge bookkeeping.  Clean-up jobs are based on complexity and may require a retainer fee.

Monthly payments are expected by the first of each calendar month.

We accept ACH and check (via snail mail).  

​do you provide training?

We do not have a training program in place but can guide you through the Quickbooks process and help you create standard operating procedures to streamline your record keeping.