FAQs

Answers to frequently asked questions.

LaTrice, are you an accountant or CPA?

I am indeed an Accountant. I have a Bachelor of Science in Accounting and 8 years of corporate accounting experience to prove it! However, I am not a Certified Public Accountant (CPA).

Do you prepare taxes or setup tax elections for businesses?

We do not prepare taxes or setup tax elections for businesses. However, we have 2 tax professionals that we work closely with to ensure your business needs are met.

How much for your bookkeeping services?

It depends on your business needs. First, we'll have a conversation about what those needs are, then we'll give you a few flat rate options.

However, our typical bookkeeping fee starts at $500 per month for smaller clients and can get up to $4,000 for larger engagements.

How do I inquire about your services or sign up for them?

Inquiry Form

1. You can submit an inquiry or give us a call.

2. We'll schedule a more in-depth call to ask additional questions and review your existing bookkeeping software.

3. We'll send you a quote during or after the discovery call.

What software do you use for bookkeeping clients?

We work with QuickBooks Online and Xero. Unfortunately, we do not work with excel spreadsheets.

Will you teach me how to do my own bookkeeping?

We're a done for you service. However, I occasionally offer in-person bookkeeping courses for newer business owners (in business less than 3 years).

What if I need tax preparation?

That is no problem! We work closely with 2 tax professionals that can get your taxes prepared for you.

What does the onboarding process look like?

We really push for setup to be completed within 2 weeks at maximum, but it depends on what services have been requested.

You are expected to:

Complete the contract and provide your monthly retainer or deposit.
Grant us access to your QuickBooks Online or Xero
Provide the bank and/or credit card statements for every month you want reconciled.
Provide receipts or invoices for significantly large purchases.
Provide any details on your accounts payable, accounts receivable or payroll processes.