The first step is to complete the estimate form. Then we will send you information on what we can provide your business and a ‘best guess’ of how much that will cost.

We lock in your hourly rate, with NO set, monthly fee. This means that you pay for the hours that it takes to do the work. Period. If you have a slow month, your bill is less. We never want you stuck with a bill you can’t afford to pay. That also means we can grow together!

Once you receive your estimate we will schedule a time for a phone call, Zoom meeting, or you can start onboarding and choose to have that first call with a member of our Success Team.

Your Success Team Member will walk you through the process, introduce you to your bookkeeper, and oversee your account. This means you have two people to reach out to with any questions or preferences.

What’s included in your bookkeeping service?

Every client is truly unique, but here’s a good summary of what we do each month:

1. Once set up, you’d have a member of our Success Team and a dedicated bookkeeper overseeing your account – always multiple people to talk to, but two who are focused on your situation.

2. We reconcile every bank and credit card account each month.

3. If needed, we send a ‘suspense’ list each month that includes items that we will ask you to categorize.

4. Once we’ve received the completed suspense list, we update these items and send out monthly reports- Balance Sheet, P&L detail, Balance Sheet Detail.

5. We can also pull any customized reports, including sales tax information. (We offer hundreds - so just tell us what you’d ike to see).

6. A member of our Final Check team reviews the account to ensure it is correctly categorized and error-free, before handing off to your CPA.

   During the entire process, clients have the option to view their books on our secure cloud and in the app.

   *You’ll own your QuickBooks file so if you ever choose to leave or close your business, your file goes with you.

What services are included in the catch-up price?

The number we initially quote will include full bookkeeping for the year with everything ready to hand off to your CPA for tax filing, unless you’ve already filed.

If you have, we can still do this to check for errors. (We’ve caught tens of thousands of dollars of mistakes for our clients).

If you choose to skip this step, we recommend allowing us to start fresh with January 1; this way you know that things are rock solid from the beginning, as there is really no great way to ensure accuracy if we start in the middle of the year without reviewing.

Can I start without catch-up? Should I start now or onboard after the new year and call this one a loss?

Yes, you can start without catch-up.

You’re looking at two options:

Option 1: Wait until January (get set now through December) and we handle all of the current year and none of the previous.

The pros: You save the current catch-up fee and monthly expense.

The cons:You still have to file, so you’ll need to pay a CPA to look over your books and get things in order. You may have mistakes that are costing you money or overlooking deductions that could save on taxes. This isn’t a CPA’s job. We’ve seen businesses in this position all the time, overpaying by thousands.

Option #2: We start on your books now, getting them ready to hand off to your CPA in April.

The pros: We can catch things that need to be fixed before handing off to your CPA, eliminating error and maximizing deductions.

The cons:You have to pay for catch-up of the previous year.

I'd like to get started on using your services. How do we determine if catch-up is necessary? Also, my books are a mess from previous bookkeepers I’ve hired - can you help?

If your books are up-to-date and you’re confident in the work that was done prior, we can take your books and start today, without catch-up.

If your books are a mess, then yes, we will need to do catch-up from the start of the year or when you first opened your account.

I’ve been using a personal bank account for my business - can you help me catch up and transition to a business bank account?

Yes, we can help you with that!

Why do you charge hourly instead of offering flat fees for your services?

The reason that we don’t offer flat fees is because your business needs are unique and they fluctuate. If you’re having a slow month, we’re only going to charge you for the work we perform. This is a significantly different number than what we would charge during your biggest months. A flat fee during the slow season could really hurt your business, and it would hurt us to have to charge you knowing what is coming in and out of the business during that time.

Will my rate ever increase?

Our promise to you is an inflation-proof rate. When you sign on with us, your rate is what you will pay for the entirety of your relationship with us.

Keep in mind, our rates cover so much more than just basic bookkeeping. We offer you a full team – sales tax, payroll, bookkeeper, and oversight by your “Success Team” member, because we want you surrounded by experts with room to grow (Consulting/CFO Services/Training, etc.). 

Is the estimate I received the amount that I will pay?

The first number we quote you is just an estimate. There is a good chance that you will pay less, but we like to give worst case scenarios so there are no surprises, and you can plan on sticking with us long-term. There’s nothing worse than an unexpected increase leaving you stuck shopping around for a new bookkeeper. 

Truthfully, until we really dig in we won’t know for sure what your month-to-month will look like, but we do know this, no matter how much you’re paying for your service, you’re getting the best from our experts and your business is a priority to our team. The business bringing in the most money doesn’t get the most attention. That’s simply not how we do things!

I have QBO; can I keep it?

You can continue to use QBO, but we don’t recommend it. Here’s why:

You will be paying for a software subscription that you don’t need, because we provide QB Desktop to you for free. We host it on our secure cloud so you and your team can log in at any time.

The QB desktop version shares all of the features you love about online and MORE, minus the out-of-pocket subscription price! Plus, the online version is not as user or software friendly, with a delay in processess that would cause your bill to be slightly higher.

Because you own your QB file, you would be able to transfer it back to QBO at anytime, if needed.

What if I’m not making a profit right now? It’s embarrassing to let someone see your books when you’re not doing well. Would you support us or encourage us to close?

Will we judge you? Absolutely not! Starting and running a business is hard!

As far as making a profit, it can take several years for that to happen and even then, if you aren’t set up with the proper tools, it’s easy to find yourself uncertain of how to manage your books.

Would we support you? 100%, yes! From day one and onward we will get your books in order and support and encourage you toward success!

Can’t I just have my CPA do my books?

The simple answer is, yes. But we recommend that you don’t, and for several reasons.

1. You will likely pay your CPA more to do your bookkeeping. They can still offer you advice because we can provide them access to everything and are available to speak with them anytime.

2. it's in our client’s best interest to have checks and balances. It’s a general accounting practice to have a separation of duties so that each side will scrutinize each other's work. Too many times we inherit QB files from clients who had their CPA’s do the bookkeeping and income taxes and we have $40k+ errors which results in overpaid income taxes. We want you covered by our multiple eyes AND multiple firms.

Can you file my income tax?

No. While we have CPA’s on our team, offer CFO Services and handle sales tax, we do not file income taxes, and It’s for the reason above; checks and balances.

Can you provide CPA referrals?

Absolutely! We work with some amazing CPAs and we would be happy to get you connected to one.

Do you have services that provide all the information and support I need on doing sales tax properly?

Yes, we can take care of your sales tax, and ensure you are paying the correct amount, on time, everytime.

Regarding sales taxes out of my state - is that nexus? I know as of right now I do not have those but it is coming in the future? Will that add significant expense for me?

We’ll audit your books for out of state sales tax – which is Nexus. If you sell anything outside of your state, we need to verify what you owe and reconcile that each month.

The amount it will add to your invoice depends on the amount of out of state sales that you have. The less you have the less time it will take.

This is a small expense and very important! Some business owners get to year-end and find they owe thousands in Nexus. It’s much better to have someone audit and file monthly to prevent a huge, unexpected bill come tax time. We’ll be here to prevent that!

We are growing rapidly and would like to expand and hire employees. Can you help us set up a good system in order to do this?

Yes. We can set up your system, pay your employees and vendors (1099). We offer direct deposit and online access for your workers.

What exactly does consulting entail?

Examples of consulting and virtual CFO services are:

1. Working with our experts to create a budget so you can pay yourself, pay off debt, forecast for the future, etc.

2. Benchmarking - comparing your business to your business, and to others, both locally and nationally.

3. One-on-one QuickBooks Training with one of our expert CPAs.

4. Boutique School and Studio Owner Solutions - online subscription sites for our boutique and dance studio owners, filled with modules, trainings, videos to equip them to run a more efficient and financially sound business.

   Our consulting services are tailored to fit your needs on a reoccurring or as-needed basis. Only pay for what you need.