Frequently
Asked Questions
Our bookkeepers:
- Collect data daily
- Categorize your bank transactions
- Reconcile your transactions once everything is categorized
- Review your accounts receivable and accounts payable
- Create monthly reports and review that with clients
CPAs start their work where we left off
- Get the reports that we created on your books
- Analyze the company’s financials and make sure nothing is missing
- Prepare your taxes
- Give you advice on depreciation, tax planning and so on
- File your taxes
Our professionals are proficient in QuickBooks
Virtual bookkeepers are professionals who work from their locations to provide services to you remotely. You can talk to them and get all your information to them via secure channels but you don’t meet in person.
Once we set you up on QuickBooks online, we can access your daily bank transactions and your books. Every month we need to receive your bank statements to reconcile your transactions in QuickBooks and ensure that every transactions is accounted for and that all the transactions are posted to the correct expense or income accounts.
You can send us your information electronically via email or upload.
We are here to save you time. While it may take you to do a task an hour, it may take our experts to do the same task in 15 mins. Our experts are trained and they know the how the software works and where to post transactions. When we do your books, you can use your time on growing your business.
- If you want to be successful, it is important that your time isn’t wasted on accounting tasks. Let our virtual assistants do the job we are best at and use yours more productively for business growth. We can schedule an appointment and discuss how we can help your business in more detail.
To provide the best service possible, our practice is highly focused on QuickBooks, how it integrates with third-party apps, and keeping up to date with the latest developments. If you're not currently using the platform, that's okay—we can easily migrate your data if you're interested in moving to QuickBooks Online.
We can guarantee you that you will never lose control of your business. In fact, by using a virtual bookkeeper, you will have more time to dedicate to your business based on the reports that will be available to you every month. We will monitor your books, and if we see anything that doesn’t look right or a transaction is posted to the wrong account, we will bring it to your attention and fix it.
We understand that you care about the safety and security of your data, which is why we take every measure to keep it safe. However, we entrust your data to outside vendors. When uploading or sending files by email or through an app like WhatsApp, photos should not contain personal details such as full account numbers, driver's license numbers, etc., as those systems are vulnerable.
At present, we use Zoom for all video calls with clients. However, that may change if we find another company that offers similar services in the future, and we feel that they may be a better fit.
Imagine being able to talk with someone sitting right next door about the issues you are having. You can share your screen with us so we can see your QuickBooks online in seconds and resolve any confusing situations without ever leaving home or office! This is what remote sessions will allow us to do.
We have various monthly plans depending on the services you need and the size of your transactions. We can customize the plans based on your needs. We created different packages for small to medium size companies, and you can choose one of those plans that fit your business needs. To learn more about the options, get started and connect with us
As a company that offers services and uses QuickBooks software, we get discounted pricing for plans from QuickBooks. We transfer that discount to our clients.
Since we are a virtual bookkeeping service, we have bookkeepers in the US and overseas. All the books are reviewed for final reports by bookkeepers in the US.
Our team of bookkeepers includes professionals from all industries and all sizes of companies. When we go through the questionnaire, we match that information with an expert who knows the industry and the company's size. We also make sure that they have adequate experience to handle your books.
They have 5 to 15 years of experience in accounting, finance, or bookkeeping and a minimum of one year of experience working with QuickBooks online.
- Full-service bookkeeping, which includes setup, monthly ongoing and month-end book closing. These bookkeepers are not dedicated bookkeepers
- A dedicated full-service bookkeeper. These bookkeepers are dedicated to your account and the only ones working on your books. You can connect with them anytime if you need help. Their services also include setup, monthly ongoing and month-end closing of books.
The services that are included with both of those types of services are:
- Categorization
- Reconciliation
- Monthly reports
- Reviews
- Closing of books for the month
We do not send out invoices, pay bills, manage your inventory, accounts receivable, accounts payable, or provide financial or tax advice. We don’t file for sales or income taxes or send out w-2 or 1099s. We also don’t manage payroll. If you are interested in payroll services, we have a group of professionals who provide that service.
There is no set amount of time that you get with the bookkeepers. Ideally, we connect with you once a month to go over your financials, and the rest of the time, we communicate via email. The time with your bookkeeper depends on the service package that you purchase.
We don’t sign any contracts, so you are free to cancel anytime. The only thing that you are liable for is the amount that you pay per month. We do not reimburse any amount if you cancel before the end of the month. If you paid for the month and your cancel in the middle of the month, we will service your account until the end of the month. We do not reimburse any amount if you cancel before the end of the month.
We only serve clients who are willing to use QuickBooks online. If you have a desktop version and want to use our services, you must buy QuickBooks online so we can connect. There is a charge involved with the conversion of the accounts. Please connect with us to find out.
If your books are never reconciled, we go back to your previous tax filing period, do journal entries with the amount on the tax forms and go from there. Find out if there are fees involved for this type of service. Please connect with us to find out.
As a small business, you want to ensure that your books are in good hands. By hiring a company with QuickBooks-certified bookkeepers, you are sure that you get things done on time, have accurate reporting, and that every transaction is counted for. You also have a peace-of-mind that your virtual bookkeeper or accountant know-how to use the QuickBooks software and can help you with all your unique needs.
QuickBooks Pro Advisor Certification allows bookkeepers or accountants to validate knowledge through rigorous training and passing a very difficult exam. The certification is good for one year, and advisors must retake the exam yearly for recertification and stay up-to-date with updates to the software. When you work with QuickBooks-certified bookkeepers or accountants, you get a trusted partner working on your books.
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