Virtual bookkeeping solutions for small business owners
SME wants to help your business grow
Sara Eaton
Based in:
What other benefits do you get?
- Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
- Lower payroll costs: Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
- Red carpet service: At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.
Virtual bookkeeping services
How do I get started?
Contact us below
This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts.
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
Access membership site
After enrolling in the basic bookkeeping package, we will use a secure web portal site to capture all our communication, files being sent, etc.
This membership site also walks you through everything you need to do so we can get you on the right track to financial success!
Kick back and relax
With our team at your fingertips, you no longer need to stress or worry about your businesses financial health.
ENJOY running your business and lean on us when you need it! Don't worry...we fully expect to do all the heavy lifting but there are some things we need from you to get started.
Frequently asked questions
Q. What’s included in the Basic Bookkeeping package?
A: Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
Q. What’s not included in the Basic Bookkeeping package?
A: Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
Q. How do I request additional services?
A: Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best.
Q. What qualifications does your team have?
A: Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
Q. What information do I need to share?
A: Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
Q. If I have a question, how long does it take to get an email response?
A: We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 48 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly.
Q. What hours do the bookkeepers and other team members work?
A: Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Q. Is QuickBooks Online required to sign up for the Basic Bookkeeping package?
A: Yes. Our team must use QuickBooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or QuickBooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, we will send you a discounted link to get your subscription at a lower rate for up to 12 months. This is the best discount you can get with QuickBooks Online. We highly recommend signing up for Essentials or Plus to start.
Q. Do you require a contract?
A: Nope! No contract is required. However, there are no partial month refunds.
Q. Is an engagement letter required?
A: Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.
Contact us
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Virtual bookkeeping solutions for small business owners.