Frequently Asked Questions
Expert bookkeeping solutions clarified
Clear answers about fees, services, onboarding, and QuickBooks Online. Need help with a specific situation? Contact our team.
FEES & ENGAGEMENTS
Service Details
Getting Started
QuickBooks & Tech
Additional Questions
FEES & ENGAGEMENTS
How is my engagement priced?
Fees are tailored to your workload, transaction volume, account complexity, reporting cadence, payroll, benefits, integrations, cleanup, and tax-filing support. We confirm scope and fees in a personalized proposal before work begins.
Do you offer month-to-month service?
Yes. Month-to-month and fixed-term options are available. Notice requirements, engagement benefits, credits, and applicable fee terms are confirmed in the signed agreement.
Is QuickBooks Online included?
The base QuickBooks Online subscription is included when specified in your engagement. Upgrades and add-ons are scoped separately and confirmed before billing.
Are there setup fees?
Setup, conversion, cleanup, and migration requirements are scoped according to the condition and complexity of your records. Any related fees are confirmed before work begins.
SERVICE DETAILS
What may be included in my engagement?
Each engagement includes the services confirmed in your proposal, which may include a base QuickBooks Online subscription, monthly bank reconciliations, standard financial statements, a dedicated U.S.-based accountant, monthly CPA review, a secure document portal, and professional communication according to the terms of the signed engagement.
Who handles my books?
Your books are handled by U.S.-based accounting professionals, with CPA leadership and monthly human review.
What is your response time?
We respond as promptly as possible during normal business operations. Communication expectations and any service-specific support terms are confirmed in the signed engagement.
Do you handle sales tax?
Some engagements may include sales-tax data organization and bookkeeping support. Tax advice and filing services, when available, are scoped separately.
GETTING STARTED
How quickly can we get started?
Onboarding begins after the engagement is signed and required access is provided. Timing depends on the condition of the books, system access, and migration complexity.
What do I need to provide?
A business bank account, EIN or tax ID, recent financial records if available, current vendor and customer lists, and a short onboarding call. QuickBooks Online, secure document access, and training are provided when included in your signed engagement.
Can you clean up existing books?
Yes. We assess the current records and recommend a cleanup or catch-up plan. Scope and timing depend on complexity.
QUICKBOOKS & TECH
Do you only work with QuickBooks Online?
Yes. Monthly bookkeeping is focused on QuickBooks Online to support consistent workflows and direct integrations. We can help scope a conversion from other systems.
What integrations do you support?
QuickBooks Online can connect with many banks, payment processors, payroll systems, and e-commerce platforms. We confirm compatibility and scope during onboarding. Complex multi-system migrations are quoted separately.
How is my data protected?
Your financial records remain in your QuickBooks Online account. Access is limited according to the engagement and available platform permissions. We use secure access practices and recommend multi-factor authentication for authorized users. Specific security requirements can be reviewed during onboarding.
ADDITIONAL QUESTIONS
What industries do you serve?
We serve organizations across healthcare, professional services, technology, e-commerce, manufacturing, real estate, nonprofits, construction, hospitality, and other industries that can operate effectively in QuickBooks Online.
Where do you provide services?
We support businesses across the United States and can discuss U.S.-reporting needs for internationally operated businesses. Service availability depends on engagement scope.
Do you prepare tax returns?
Our monthly bookkeeping helps maintain organized records for tax preparation. Tax preparation, when available, is arranged and scoped separately.
What is your satisfaction guarantee?
A 30-day satisfaction guarantee may apply to first-month labor fees under the conditions in your signed Engagement Agreement. Software and third-party costs are non-refundable.
Can you support payroll bookkeeping?
Yes. We can support the bookkeeping side of payroll and work with commonly used payroll systems that integrate with QuickBooks Online. Compatibility is confirmed during onboarding.
How do I cancel service?
Notice requirements for month-to-month and fixed-term services are defined in the signed Engagement Agreement. We coordinate an orderly handoff of records and access according to the agreed termination terms.
Can I access my books anytime?
You retain ownership and access to your QuickBooks Online account and can review available financial information directly in the platform.
Do you offer fractional CFO services?
Strategic financial support may be available for planning, cash flow, budgeting, and management reporting. Contact us to discuss scope and availability.