FAQS

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Where We Operate

Thanks to our high-security cloud accounting software, and ever-growing technology stack we are able to serve our clients anywhere in the United States! You really can know the state of your business no matter where you live or where you travel… through the marvels of video conferencing and cloud accounting software with bank level security, you can meet with your bookkeeper and stay on top of your business whether you are up to your eyeballs in work or relaxing on the beach.

What Accounting Software do you use?

I use QuickBooks Online, and Xero.  Both software systems are excellet and we will determine which one will be be best for your needs during your free consultation.

You are virtual? How do I get my documents to you securely?

There are several options for secure data transfer.  Three options that I am currently utilizing are:

  • QuickBooks Online has a new client workflow feature that securely transfers documents
  • Hubdoc
  • Sharefile

How does all this work,when can I get started?

The initial phone call/consultation is FREE, we can go over details, decide what will work best for your situation. Smooth & easy after that, we take over as much as you want us to and the longer we work together the less you have to do!