FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge a LOW FLAT MONTHLY FEE for our bookkeeping service.
- What is your typical process for working with a new customer?
Our Virtual Bookkeeping System (How it all Works!) 1. First Consultation: Video conference meeting at which the client’s bookkeeping assignment is discussed in depth and created. 2. Legal Stuff: A engagement letter is drafted. 3. Accounting Software: We will use QuickBooks On-line, so the client will always have access to their books. 4. How Clients Send Us Source Documents: Firstly, we send our clients a checklist to help them prepare their source documents for us. We list all data required and provide guidance on how to organize this data before sending it. Clients use various methods to send their bookkeeping documents to us! 5. The Bookkeeping Stage: Once we receive the client’s documents, we get to work and process the data into QuickBooks. 6. The Reporting Stage: Once all bookkeeping is complete, we process the required financial reports for the client. These are sent to the client electronically. 7. Monthly Meetings: Every client is required to attend a monthly meeting because communication is the key to a successful virtual bookkeeping relationship. 8. Returning Data to Clients: Data is posted back to clients and/or retained in shared folders or in our online storage facility until the bookkeeping agreement ends.
- What education and/or training do you have that relates to your work?
- Certified Bookkeeper with the National Bookkeepers Association - QuickBooks Certified - Certified QuickBooks Pro Advisor