Frequently Asked Questions

What are the fees?

Our pricing model is simple and transparent. We charge a flat rate fee per month. Let's discuss your business needs and find the best plan for you.

What type of bookkeeping services do you offer?

Our team, comprised of QuickBooks Online Certified ProAdvisors, is not just dedicated, but also highly skilled and reliable. We provide remote bookkeeping services tailored to the needs of small and medium-sized businesses. We ensure a seamless and reliable system through secure document transfers via cloud-based software. For those who prefer, documents can also be provided in person at our office in Sheridan, Wyoming. We offer personalized consultations and support to enhance our client's understanding of their bookkeeping processes. Our certified professionals, known for their accuracy and efficiency, will ensure your finances are in good hands. With our team's expertise and reliability, you can trust us to handle your financial matters carefully.

How does monthly bookkeeping work?

We thoroughly analyze and categorize all your business transactions using QuickBooks Online. This enables us to compile accurate monthly financial statements, including Profit and Loss (P&L) and Balance Sheet. Our diligent approach to financial record-keeping ensures you have access to clear and concise reports that provide a comprehensive overview of your business's economic health. By leveraging QuickBooks Online, we offer a reliable and streamlined financial management solution that saves you time and resources while ensuring compliance with accounting best practices.

What if I need a more frequent schedule than monthly?

At our firm, we value your time and understand that your schedule may vary. That's why we offer flexible arrangements that include frequent meetings tailored to your schedule. Whether you prefer weekly, bi-weekly, or monthly meetings, we are here to accommodate your needs. Furthermore, we take pride in optimizing your cash flow through these meetings. They are designed to assist you in managing your cash resources effectively and efficiently. We are always available to discuss how we can best serve you and your business.

When and how do I send my documents to you?

We understand that your time is valuable, which is why we offer the convenience of setting up your bank statements to automatically sync with QuickBooks Online. This way, you can focus on your business operations while we handle your bookkeeping. If you prefer, you can also send us your documents. We use secure cloud-based software and email for document delivery, ensuring your information's utmost security and confidentiality.

Our organization continuously strives to enhance security measures. To this end, we have implemented software and hardware solutions that are regularly updated to stay ahead of potential threats. As part of our security protocol, our team is required to utilize YubiKey-s, which incorporates advanced fingerprinting technology to ensure secure access to our software systems. This system provides additional protection against unauthorized access to sensitive information. Our commitment to maintaining a safe environment is a top priority, and we will continue to explore new technologies and best practices to safeguard our organization and its assets.

When do you deliver my monthly financial reports?

Your financial reports will be delivered by the 10th of every month. This will help you plan your business better. We guarantee that the reports will be accurate, complete, and delivered on time.

What if my books are behind schedule or need a clean-up?

Rest assured that any concerns regarding inaccurate records or messy transactions from your past can be promptly addressed with our assistance. We are equipped to handle such issues and will provide tailored solutions to your needs. We will work closely with you to ensure all necessary details are thoroughly discussed and resolved to your satisfaction.

What if I need assistance for special projects?

Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimize your business.

What if I need tax preparation?

We have a partnered CPA to provide all your tax preparation, consulting, & strategy for your business!

What is the difference between a bookkeeper and an accountant?

Bookkeeper:

A bookkeeper is responsible for recording financial transactions, maintaining accurate and up-to-date records of income and expenses, reconciling accounts, and categorizing transactions. They typically handle day-to-day financial tasks and ensure that a company's financial data is organized and accurate.

Accountant:

An accountant, on the other hand, interprets and analyzes financial data prepared by the bookkeeper to provide insights into the company's financial health. They may prepare financial statements, perform audits, provide tax planning and compliance services, and offer strategic financial advice to help businesses make informed decisions.