Information about bookkeeping services and QuickBooks Training
Are you a bookkeeper and a CPA?
We offer small business bookkeeping services. While we can prepare your accounting for your CPA, we do not offer CPA or tax services at this time. If you are seeking a CPA to work with, we can refer you to a member of our trusted CPA network.
How do you charge for your services?
After your complimentary bookkeeping consultation, you will choose how we work together and a custom quote will be provided to you. Prices vary dependent upon the depth of the services we provide and volume of bookkeeping for your firm. Generally we begin with a bookkeeping set-up, including organization, and report structure.
We can work with you monthly, quarterly, or annually, considering the services you choose; we can work with you one-time or on an ongoing basis. The cost is typically much less than you would pay a bookkeeper on staff and much less than a CPA—and without the payroll costs of Workers’ Compensation Insurance, Employer taxes and training time of an in-house employee.
Who will work on my account?
Laurette Clash will meet with you on the consultation to understand your business, accounting structure, and requests and will write the proposal. A bookkeeper will be assigned to your account, however, Laurette will personally oversee, support and review all work.
I want to make sure that I keep control of my accounting and finances for my business, how can you help me do that?
All decisions are yours and transactions like payments must be approved before they are scheduled. You are provided with summary reports each month so that you get an overview of your business’ financial health. Access to your bookkeeping records (e.g. CPA, tax preparer) is with your permission only, and to the extent you choose.
Can you work remotely?
Yes. In addition to working onsite at your location, we can securely access your accounting files remotely online, if that is your preference.
For all financial records, we use individual, secured servers. Records are further protected through complex password access.
What bookkeeping software do you use?
We recommend QuickBooks online to our clients, though we are able to work with many systems. If you are unfamiliar with QuickBooks, we are able to train you or your staff through our QuickBooks classes.
Do you offer group bookkeeping training?
Yes. If you’re interested in doing your own bookkeeping, or having someone in your office do it, we offer both one-to-one and group classes at your office or our location for QuickBooks and bookkeeping workshops.