FAQs

Account read only access to all bank accounts, credit cards, and payment processing systems.

For our firm's workflow and efficiency, we exclusively utilize Xero and are unable to support clients who use QuickBooks Online. If clients are interested in making the switch from QuickBooks Online, we can assist with the transition.

Great question! Bookkeeping is a collaborative effort. Prompt responses to email notifications will help us maintain a smooth workflow. Our aim is to deliver your financial reports by the 15th of each month.

While business owners and their teams certainly can manage it, partnering with a remote bookkeeper frees you from the stress of number crunching and allows you to focus on your core passions. We understand that organizing financials can feel overwhelming. That's where we step in – you simply provide your statements, and we handle the rest. Imagine no more frantic expense gathering at tax time! Instead, you can look forward to year-end with clear financial insights and goals for the future.

While we don't handle tax preparation directly, we act as a crucial partner in the process. We meticulously organize your financial data, ensuring everything is accurate and ready for a seamless handover to your CPA. Think of us as the preparation team, making tax season much smoother for you and your tax professional.