FAQs

We only work with clients whom are on QuickBooks Online, Gusto and HubDoc. If you aren't currently using any of these and want to work with us, we can help you migrate over!

We will keep up with your bank feeds by looking at the bank, credit card, loan or payment sources transactions on a monthly, biweekly or weekly basis. This helps catch any questions sooner so we can research while the transactions is still fresh! We will also match with the receipts, bills and/or invoices. 

This is the type of payment methods that you use to collect money from your customers!

This is the amount of bank accounts, credit cards or loan accounts  that you use in your business and need connected to your QuickBooks online account.

We will prepare a profit and loss statement, as well as a balance sheet every month and share them with you!

Unlimited Email and Text Support! We do not charge hourly for support.

We offer a client portal along with secure document storage. We keep your documents in a secure Google Drive folder that is shared with you. If you decide to part ways, we will give you the Google Drive folder to keep forever! 

At year end, we will provide a year end tax package for your tax preparer. 

After your taxes are completed, we will create any needed year end adjusting entries to match with your tax return. 

We will provide HubDoc software for easy receipt management. This will allow you to upload receipts by using the app, forwarding an email or a manual upload through the website. This will allow for digital storage of all of your receipts. This is an acceptable method according to the IRS!

We will take care of entering your payroll journal entries from your payroll software into the books.

We send you a loom video of us reviewing your financial reports with you so you understand the numbers! Review the video on your schedule and when convenient for you!

Do you have multiple locations? Multiple properties? Keep track of jobs separately? We can track of all that for you and provide reports specific to your location/property or class. 

You will get a dedicated account manager so you will be working with one person!

We schedule a mid year strategy call to review what you are working on! We can help you with a KPI dashboard, profitability trend analysis and more! 

We are available to schedule support meetings via zoom to help answer any of your questions! 

We provide ongoing support to you to help you with planning and working on helping you attain your business goals!