Frequently Asked Questions

It really comes down to where you currently stand in your business journey and where you're aiming to head. If you're in the earlier stages, say your first to third year, the Basic package is probably your jam. It's tailored to give you exactly what you need at this phase – simplicity and clarity without overwhelming details.

At this stage, you might not be juggling contractors or diving deep into comprehensive financial reports; a clear, concise summary might be more your speed. As you grow and evolve, we have packages that'll grow with you, ensuring you always have the right tools and insights at your fingertips.

Of course! If you feel your current package isn't quite fitting your needs anymore, just give me a shout. We can adjust and make sure you're in the right package for your growth.

No worries at all! I use user-friendly tools like QBO, Waveapps, and others. Plus, I'll always be here to guide you, answer any questions, and ensure you feel comfortable with your financial data. It's like having a BFF in the accounting world!

I value our collaboration and your satisfaction above all. If there's something you're not happy with, please let me know right away. We'll discuss, adjust, and find the best way forward to ensure your business's financial needs are met.

Yes, for the best and most accurate service, I do ask for direct access to pull bank and credit card statements. It ensures I can provide timely and detailed financial oversight.

For a smooth experience, I use ACH transfers. I'll need you to sign an ACH authorization form to kick things off. It's a simple, safe, and efficient way for both of us!

While I'm your go-to for all things bookkeeping, for quick queries or technical concerns, our support team is on standby and ready to assist. They're the rockstars behind the scenes ensuring everything runs smoothly. Just head over to the support section in your client portal, and they'll get you sorted in no time.