Frequently Asked Questions

As long as your books are up to date and current, there is no set up fee.  If they require a one-time maintenance and cleanup review, we’ll get them current for a small fee.

It could take as little as one to two weeks to completely set up your virtual bookkeeping services online. It depends on the status of your books that we receive.  If they are not kept up to date, some organization will be necessary before the day to day management of them can proceed. 

The majority of our clients operate on a month-to-month service agreement.

No. Our average client generates between $1 million and $10 million a year in revenue.

We use QuickBooks as our primary accounting platform; but have experience in many of today's online and desktop accounting options. No matter what accounting platform you are comfortable with we can help.

The overall cost of hiring a virtual accounting service is much lower. You will not need to worry about HR overhead and compliance helping to save your firm money.

With todays technology you can stay in touch with your bookkeeper in the fashion most comfortable to you. Video conferencing and screen sharing technology allow you to have those important in-depth reviews of your business status as if you were sitting across the table from them.

Emails and phone calls for weekly, bi-weekly or monthly check-ins are the most common. The frequency of your interactions will have a lot to do with your level of trust and confidence that they are proactively working and handling issues.

All the agreed upon tasks and services should be completed regularly without your need to pursue them. You should see that accounts are updated and reconciled when you look in your books. Financial reports should be readily available with accurate expense and income categorizations.