Frequently Asked Questions
Accurate bookkeeping helps you track your cash flows, make informed decisions, and comply with tax obligations.
A bookkeeper reconciles your accounts, categorizes your transactions, generates financial statements, and ensures compliance with tax regulations.
Yes, we can catch you up quickly, even if you're years behind (2-3 weeks guaranteed).
Bookkeeping
You can ask about IRS letters, quarterly estimates, eligible deductions, and staying current on tax rules and changes. Our Tax Advisors will respond within one business day year-round.
Yes, we will file both personal federal and state income tax returns.
Tax
We'll review your bookkeeping setup, secure your login credentials, and create a financial calendar to ensure the timely completion of bookkeeping tasks.
You can upload documents to IB Portal or email them directly to your dedicated bookkeeper. Then, provide us with a Guest Login to your bank account, and we'll take care of the rest.
Our services are virtual so we communicate with clients via email, phone, or even zoom video call.
We provide online bookkeeping services, which improve accounting operational efficiency and minimize accounting support costs by working remotely.
Yes, cloud accounting is secure. We use accounting software that protects our clients, such as QuickBooks and Sage 100 Contractor.
We secure client usernames and passwords using IB Portal, which provides a 256-bit SSL encryption for confidential documents between the bookkeeper and client. Files are encrypted at rest, which is the same level of encryption found in online banking and shopping.
Onboarding Process
Check our pricing options (Basic/ Full/ Premium) or we can help you choose during our first meeting.
Yes, with 30 days' notice.
Choose the plan that fits you best or we'll customize a proposal for you.
It means no surprise accounting costs, and we aim for efficiency, speed, and strong client relationships.
Yes, we can help you switch to the right plan when your business needs change.
Our pricing is based on the scope and scale of your operations. We offer standard packages, but we're flexible and can tailor our services and pricing to meet specific needs.