FAQ
Frequently asked questions
Everything business owners typically ask before switching to outsourced accounting.
general
Outsourced bookkeeping means a dedicated external team manages your day-to-day financial records, including transaction categorization, bank reconciliation, and monthly close, using the accounting software you already have in place.
Outsourced bookkeeping means a dedicated external team manages your day-to-day financial records, including transaction categorization, bank reconciliation, and monthly close, using the accounting software you already have in place.
Outsourced bookkeeping means a dedicated external team manages your day-to-day financial records, including transaction categorization, bank reconciliation, and monthly close, using the accounting software you already have in place.
Outsourcing gives you access to a trained accounting team without the cost of hiring in-house, while freeing up your time to focus on running the business rather than managing books.
Outsourcing gives you access to a trained accounting team without the cost of hiring in-house, while freeing up your time to focus on running the business rather than managing books.
Outsourcing gives you access to a trained accounting team without the cost of hiring in-house, while freeing up your time to focus on running the business rather than managing books.
pricing
Pricing depends on your monthly transaction volume and the scope of services included, such as payroll or CFO advisory. Most engagements are priced monthly rather than hourly. Contact us for a quote based on your specific needs.
Pricing depends on your monthly transaction volume and the scope of services included, such as payroll or CFO advisory. Most engagements are priced monthly rather than hourly. Contact us for a quote based on your specific needs.
Pricing depends on your monthly transaction volume and the scope of services included, such as payroll or CFO advisory. Most engagements are priced monthly rather than hourly. Contact us for a quote based on your specific needs.
services
We provide bookkeeping, tax preparation, payroll management, financial reporting, accounts payable and receivable, and fractional CFO advisory services, either individually or as a combined outsourced accounting department.
We provide bookkeeping, tax preparation, payroll management, financial reporting, accounts payable and receivable, and fractional CFO advisory services, either individually or as a combined outsourced accounting department.
We provide bookkeeping, tax preparation, payroll management, financial reporting, accounts payable and receivable, and fractional CFO advisory services, either individually or as a combined outsourced accounting department.
We work within QuickBooks Online, Xero, and NetSuite. There is no need to migrate your existing systems in most cases.
We work within QuickBooks Online, Xero, and NetSuite. There is no need to migrate your existing systems in most cases.
process
We start with a discovery call, followed by secure onboarding and a review of your historical records. From there, we move into a regular monthly cycle of bookkeeping, reconciliation, and reporting, with check-ins along the way.
We start with a discovery call, followed by secure onboarding and a review of your historical records. From there, we move into a regular monthly cycle of bookkeeping, reconciliation, and reporting, with check-ins along the way.
We start with a discovery call, followed by secure onboarding and a review of your historical records. From there, we move into a regular monthly cycle of bookkeeping, reconciliation, and reporting, with check-ins along the way.
security
Yes. We use encrypted, access-controlled systems and never share credentials over email. Access is granted only to the team members assigned to your account.
Yes. We use encrypted, access-controlled systems and never share credentials over email. Access is granted only to the team members assigned to your account.
Yes. We use encrypted, access-controlled systems and never share credentials over email. Access is granted only to the team members assigned to your account.