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Succulent Plant and Binder Clips

Frequently Asked Questions

Where do we start?

  • I will set up your accounting system and chart of accounts (or evaluate your existing chart of accounts)

  • Next, we will sync your business's banking and credit card transactions to the accounting software

  • Then, we can set up optional applications like Hubdoc or Receipt Bank for document and receipt management

What can I expect from working with a bookkeeper?

  • Monthly income and expense tracking in bookkeeping software - entered correctly and on time

  • Monthly PDF's of your financial reports so you'll know, every month, how much profit you made and how much you spent

  • Annual financial reports so you can provide your tax preparer with clean & accurate bookkeeping records.  They'll spend much less time preparing your taxes from good quality records - that equals less money spent on tax prep

  • Paperless receipt management software subscription will be included (you take a photo of your receipt and I take care of the rest).  Your receipts will be attached to the corresponding transaction in Quickbooks

How do I know if we will be a good fit?

  • You run a small business and want to take control of your finances

  • You have good communication skills.  Due to my streamlined process, I won't take up a lot of your time - but I will still need info and input from you to keep your books up-to-date

  • You are interested in having a virtual bookkeeper - I will connect with your bookkeeping software online and documents will be exchanged via the software and other applications that will help manage bills and receipts

I'm behind in my bookkeeping - can you get me caught up?

  • If your bookkeeping has been piling up on your desk for months (or years!), I can get to work helping you get caught up.

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