Q+A

Do you work with accounting software other than QuickBooks?

In order to provide the best service possible, our firm is highly focused on knowing QuickBooks in and out, how it plays 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're happy to migrate your data if you're interested in moving to QuickBooks Online.

Do you offer software training?

Yes, however, training sessions and support are exclusive to ongoing bookkeeping engagements.

I'm not seeing a plan that fits my needs. Should I still reach out?

Yes! We're here to work through pain points with you and can absolutely customize a plan based on your unique needs.

In addition to ongoing bookkeeping, we provide the following as-needed services:

  1. File Review: A thorough 50-point review of your file.
  2. File Cleanup: To fix problems discovered during the file review.
  3. File Setup/Conversion: File setup or conversion from another software.

Are you completely virtual?

Yes! Communication is handled via email, phone, text, and Zoom video conferencing. 

What does it mean to be a "Certified QuickBooks ProAdvisor"?

It means we're awesome! Besides that, a Certified QuickBooks ProAdvisor has been trained and tested by Intuit. A ProAdvisor is expected to know the ins and outs well enough to help you get the most out of this powerful accounting software. They can also help you get things set up, clean up a file gone hay-wire, or simply step in to assist in managing day-to-day bookkeeping tasks.

Do I really need both a Bookkeeper and an Accountant?

In my experience, I believe it’s best to work with both year-round. Together, they form an important team that works in the best interest of your business. In addition to providing strategic consulting, they can also ensure that your books are correct, up-to-date, and ready for tax time.

What's the difference between the two?

Generally, a Bookkeeper will handle the day-to-day financial activities of your business while an Accountant gets most involved during tax time, preparing and filing returns. One of the best analogies I've heard to differentiate the two: Think of your Bookkeeper as the Nurse and the Accountant as the Doctor. The Nurse is there more often to provide check-ups and make sure everything is going smoothly. The Doctor will come in for shorter periods to analyze the Nurse's work and make the bigger decisions.

What's the best way to reach you and when?

Email is always the best way to reach me. Phone calls and all other meetings can be scheduled during office hours.

Question not listed here? Ask away!