How does your online bookkeeping service work?

1. You send us copies of your invoices, receipts, bank statements, and credit card statements through Google Dropbox, Google Drive, email, regular postal mail, or we can pick up from local clients.

2. We transfer the data from the documents you provide to the books of accounting.

3. Typically, the books of accounting are closed at the end of the month and financial statements are created. These include your primary reports: the income statement and balance sheet. We send these to you at the end of each month.

What other financial reports can you send me?

You may want reports on cash flow, budget, accounts payable, accounts receivable, etc. We compile reports based on your business needs.

Do you file all our government reports?

That depends. We will file state reports like sales tax. If you have an accountant, no, we do not file your tax returns. Those need to be done by your accountant and we will provide the necessary reports and documentation to make that quick work for them. If you don't have an accountant, then yes, we can provide that service through our own Certified Public Accountant (CPA).

What software or apps do you use?

Though we have and continue to use software programs for accounting and other functions when most efficient, including our own custom program in MS Access and MS Excel for budgets and analysis, and AI to speed up content creation and analysis, we do not need software to do something as simple as bookkeeping. No matter what software you use, you still have to enter the information, you still have to categorize the information, you still have to tell the software what to do with the information. If you have a small business or are just starting out, you don't need the added expense of a monthly fee to use an online software program. We are flexible and do whatever is most cost effective.

How are you qualified?

While we cannot guarantee these results for every client, our efforts have resulted in increased income or profits for clients and employers. We work hard for you because we have a personal stake in your business. Your success is our success.

How do your other services work?

Services like bookkeeping, website management, and social media management are ongoing. Services like employee hiring and training are on an as needed basis. A service like the business checkup is a one-time project. All of these services can be performed remotely through email, phone calls, texts, message boards, and video meetings.

As an example, the business checkup requires an in-depth look at how your business runs.

• We schedule appointments to talk to everyone on your staff to discuss what they do and their ideas for improvement.
• We look at all your documentation, processes, and procedures.
• We chart your organization and your processes and procedures.
• We collect all KPI numbers for a starting point.
• We test your processes and procedures through various methodologies, like Kanban and Agile.
• We talk to everyone on staff again to get their feedback on preliminary ideas for improvement.
• We then talk to you about everything we found and recommend.
• Based on our talk with you, we write up our recommendations for improvement for your approval.
• We draw up a plan of action for implementing those improvements.
• We stand ready to support you and your staff as you move forward.
• If you choose, we can follow through to make sure improvements are being implemented as directed and numbers are improving as expected.

How much do you charge for your services?

Our hourly rate is $25. Expect to pay extra for digital marketing, accounts receivable, payroll, financial analysis, content creation, and the assistance of our CPA. A website and domain name is a flat monthly or yearly fee. Our current provider is Dreamhost and their starter website cost is $34.68 for the first year. The cost of creating the website and content is additional and charged at our hourly rate.

We go over your business needs and anticipated costs during your initial free consultation.