This is up to you. You can choose to send us statements or create separate login credentials for us. Because your privacy is of utmost importance to us, we keep your statements and/or login credentials secure and only accessible to those working directly with your account.

We work with a lot of small businesses that have in-house or third-party accountants who typically focus on one aspect of accounting (AR, AP, Financial Review, etc.). As their bookkeepers, we perform the monthly reconciliation and compile all the information needed to create financial statements.

Each month we provide you with an income statement and balance sheets for you to review. Income statements give you an overview of your company’s monthly revenue, expenses, and profit. Balance sheets compile other financial information, such as cash available, assets, and equity.

As a business of our own, we understand how important it is to keep sensitive financial information private. We store files on a cloud that uses encryption technology, so you can rest assured that your sensitive information is secure with us.

Yes, we love helping businesses create budgets that work for them. Budgets can be tricky to nail down, especially realistic budgets that you can actually keep. Our team loves all things numbers, so coming up with a budget that works for you is a natural fit for us. Contact us today to take some stress of the stress off your shoulders.

Not at all. Our relationships with clients are at will, so you can decide how long you’d like to use our bookkeeping services. Maybe you’d like to work with us for a few months to get a solid foundation established for your company, or maybe you’re ready to take the plunge and utilize our bookkeepers indefinitely. Either way, it’s your decision, and you don’t have to decide upfront how long you’ll use our services.

We use a variety of software platforms, including QuickBooks Desktop, QuickBooks Online, Xero, and Quicken, to streamline our processes and ensure accuracy in reporting. Learn more about our bookkeeping services.

No, we do not file any tax returns. But there’s a multitude of other things we can help you with. Learn more about our bookkeeping, payroll, and consulting services.

Yes, we work with clients with multiple entities. Having the same bookkeeper manage the financials for all of your businesses is a great way to stay organized. Contact us today to get started.

That depends. Generally, you want to establish a good set of books at the very beginning, before your business gets too big. Financials are vital at every stage of the company’s growth. We can help you establish that solid foundation from the beginning or create a reliable system if you’ve already been in business for some time.

Absolutely. We work with brokers that provide employer-sponsored health plans/benefits. With so many plans available, it can be hard to know where to start and what to choose. We’ll work together to find a plan that works for your business.

Bookkeeping is essential for every company, no matter the industry or size. We want you to feel confident in our services, and we never want you to feel like you’re wasting your time or money. For this reason, we set up an initial phone conversation with interested clients to see if you have any need for our services. If you don’t, we’ll be the first to tell you.

We do not have predetermined bookkeeping packages. Instead, we customize all of our services to meet the unique needs of each client. Whether you want us to handle all things payroll or one aspect of your financial reporting, we’re here to help. Our team will do as much or as little as you request. Learn about our bookkeeping services.

Yes. We’ll meet with you to get a better understanding of your company, what you’re looking for, and how we can help. We’ll make recommendations based on what you need, but you ultimately decide which services you would like to move forward with.

We have over 13 years of bookkeeping experience, along with professional experience in several different industries. If you’re looking for a team you can trust us to take care of your business financials, you’re in the right place. Learn more about our team and their qualifications.

We currently have eight employees on our bookkeeping team. Our team is large enough to support your bookkeeping needs while small enough to keep a personal touch in every client interaction.  Learn more about our team.

When you outsource bookkeeping, you have more time to focus on operating and promoting your business. We handle the day-to-day accounting so you can concentrate on your business. We can also help you understand your finances so you know exactly where your business stands.

Yes, we do bookkeeping for all kinds of businesses. We’ve had clients in the medical, tech, finance, electronics, and software industries, to name a few. Contact us today to see if we’d be a good fit for your business.