What industries do you specialize in? +
We specialize in providing bookkeeping and financial services to retail, food & beverage, and online service-based small businesses.
How does virtual bookkeeping work? +
Virtual bookkeeping allows us to manage your financial records remotely using secure, cloud-based tools like QuickBooks. We handle everything from data entry to financial reporting, while you focus on running your business. Communication is seamless through our client portal, email, phone, or video calls, and we ensure that your financial data is always secure and accessible whenever you need it.
Why should I choose a virtual bookkeeping service? +
Virtual bookkeeping offers flexibility, cost savings, and access to specialized expertise without the need for an in-house team. You benefit from professional bookkeeping services tailored to your business’ needs, without the overhead costs associated with full-time staff. Plus, you can access your financial data from anywhere, at any time, giving you peace of mind and control over your finances.
How do you ensure the security and confidentiality of my financial information? +
We take the security and confidentiality of your financial information very seriously. We use encryption, secure client portals, and follow strict confidentiality agreements to protect your data. Additionally, we adhere to best practices in data security and regularly update our systems to safeguard against any potential threats.
How much do your services cost? +
We charge a value-based monthly rate that reflects the volume of transactions and specific details of your business. Our minimum monthly fee for basic bookkeeping services is $285. This approach ensures that you receive tailored support that matches the complexity and needs of your business.
I'm behind on my bookkeeping. Can you help? +
Absolutely! We have cleanup and catchup packages that can get you back on track. Depending on how far behind you are, we can create a plan to get you caught up and put systems in place for moving forward.
Can you help with tax preparation and filing? +
While we do not handle tax filing, we do provide support in preparing your financial records for tax purposes. We work closely with tax professionals to ensure that your records are accurate and complete, making the tax preparation process smoother for everybody involved. If you are not currently working with a CPA, EA, or other certified tax professional, we are happy to refer one to you.
Do you offer QuickBooks training? +
As an Advanced QuickBooks ProAdvisor, I offer personalized training to help you or your team master QuickBooks. Whether you’re new to the software or looking to improve your skills, I provide training sessions tailored to your experience level, ensuring you can confidently manage your finances.
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