FAQs
- What is your typical process for working with a new customer?
We usually start with one of our senior staff who will lead through either the transition of your current records, or the set-up of a brand new set of books. Then, while that work is underway we're considering who, from our staff of 23, is the best person to become your on-going point of contact, not to mention a key part of your team.
- What types of customers have you worked with?
We work with every industry, from start-ups to businesses with millions in assets. We also team with CPAs looking for a good bookkeeping resource to clean-up or catch-up books for this, or prior tax years. Or if QuickBooks coaching or classes is what you're looking for, we can have you hands-on, working on your own books in less than 90 minutes.
- What advice would you give a customer looking to hire a provider in your area of work?
When looking for a bookkeeper, ask for referrals from CPAs who have seen their work or used their services.