Frequently Asked Questions

No, we do not. Our bookkeeping services are completely virtual. We use a secure cloud-based platform to access your financial data. We can work with you on a variety of schedules, depending on your needs.

We use QuickBooks Online (QBO). We do not work with QuickBooks Self-Employed, QuickBooks Desktop or QuickBooks for Mac.

Yes, we do. It is important to note that, we use only QuickBooks Online (QBO). You are responsible for engaging a local tax professional to address country-specific tax laws. Additionally, we may not be able to work with your organization if your bank does not provide statements in English or if local bookkeeping laws significantly differ from US practices.

We offer a full range of bookkeeping services. As Certified QuickBooks Bookkeepers, we can handle everything from setting up your QuickBooks account to ongoing management of your financial records. Our services include:

• Recording daily transactions
• Reconciling bank and credit card accounts
• Tracking income and expenses
• Managing accounts receivable and payable
• Generating financial reports
• and more...

Each month, we systematically review and record all your transactions, ensuring accuracy and compliance. Here’s how it works:

1. Transaction Analysis: We analyze all income, expenses, and other transactions to categorize them correctly.
2. Reconciliation: We reconcile your bank and credit card statements to ensure that your records match your actual financial activity.
3. Financial Reporting: By the 15th of each month, we provide detailed financial statements. These reports give you a clear picture of your financial health and help you make informed business decisions.
4. Ongoing Support: We are available to answer any questions or provide additional insights into your finances.

We complete and send in your books by the 15th of each month, provided we receive all necessary statements and information on or before the 5th. If there are delays from your bank or payment processor, completion may take longer.

Yes, we do! If your bookkeeping is overdue or disorganized, we are here to help. Our cleanup services include:

• Reviewing and correcting past transactions
• Reconciling accounts to ensure accuracy
• Addressing any discrepancies or errors in your records
• Providing a detailed report on the cleanup process

We’ll work closely with you to understand the history of your books and bring them up to date, setting a solid foundation for future financial management.

NB: We provide a fixed price for setup, catch-up, and cleanup services. Each pricing quote includes a detailed timeframe to ensure transparency and clear expectations.

Absolutely! In partnership with our CPAs, we provide comprehensive services, including:

• Financial Analysis
• Budgeting
• Ledger Reconciliations
• Individual Taxation
• Business Taxation
• Year-Round Tax Planning
• Electronic Tax Filing