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Frequently Asked Questions

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

Many solopreneurs are too busy operating their business to take the time to review their revenues and expenses and typically bring their full year bank statement and receipts at tax time to file their taxes. We have a simple, low cost solution to have you prepared at tax time and to understand your business revenues and costs throughout the year. 

Is Quickbooks Online or Xero required to sign up for the Basic Management?

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

We use Quickbooks Online and Xero Online for an efficient and cost effective solutions for your accounting and bookkeeping needs.  If you are not using either program now, there are options depending on the size of your business and unique needs which can be discussed during the consultation call.  

How will you keep my information secure?

I am a solopreneur operating a service based business with no employees. Do you have a low cost solution that can help me?

How will you keep my information secure?

Each clients account log in information is stored in ZOHO Vault.  We also use secure Liscio file sharing apps to allow the communication and sharing of sensitive documents.  Many documents and receipts related to business transactions will be uploaded through the accounting software's receipt and document capture. 

What information do I need to share?

What if I have prior months that have not been recorded ?

How will you keep my information secure?

We will need Accountant Access to your online accounting program. Access to your business bank and credit card statements to download, record, match and classify your monthly transactions, reconcile your bank and credit cards and complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This ac

We will need Accountant Access to your online accounting program. Access to your business bank and credit card statements to download, record, match and classify your monthly transactions, reconcile your bank and credit cards and complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access will allow us to work efficiently, keeping your costs affordable. 

What if I have prior months that have not been recorded ?

What if I have prior months that have not been recorded ?

What if I have prior months that have not been recorded ?

Not a problem! If you have previous months of business that have not been recorded and reconciled or your new business is setting up the accounting mid or late year we can review and catchup those months to get them in your books.  Review and catchup will be discussed during our consultation call.  Discounts will be included if you sign an engagement letter for continued monthly basic management. 

Will there be an Engagement Letter?

What if I have prior months that have not been recorded ?

What if I have prior months that have not been recorded ?

Yes, there will be an Engagement Letter accepting our terms of service and price.  Monthly services are paid in advance of the month.  

Review and catchup services are paid in advance of engagement.  A call or email will be provided shortly after the process begins to provide a status and projected time to completion.

Newsletters, Tips and More

Understanding Your P&L (pdf)Download
2023 Tax Deadline Calender (pdf)Download
3 Types of Cash Flow and How to Track Them (pdf)Download

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