FAQ – Frequently Asked Questions

Do I need to purchase software?

Yes, unless you already have a current version of QuickBooks. We recommend QuickBooks Online. However, both QuickBooks Online and QuickBooks Desktop are an option.

QuickBooks Online – You can view prices on their website. They charge a monthly fee. You can take QuickBooks on-the-go and have access to your finances wherever you are. If you’re a nonprofit, ask how you can receive QuickBooks Online at a discount!
Free apps can also be downloaded on your smart phone to help with on-the-go finances.

QuickBooks Desktop – A one-time fee. You only have access to your organization’s finances on the computer where it’s installed.

What if I want a service that's not included in my plan?

Not a problem! It will probably cost a little extra, but all you need to do is request it. We’ll let you know the price when you ask us about it.

What are my bookkeeper's qualifications?

Our bookkeepers not only have experience in bookkeeping, but they’re also equipped with at least a Bachelor’s degree. Only 12% of bookkeepers in America have a 4-year degree, and we’re proud to be in that top percentile.

Do you have access to my bank accounts?

No. We would need your login credentials for your bank’s website, which is not necessary.

What if I cancel?

If you’re all caught up, then we simply end the services. You can just let us know by calling or emailing us.

Up Next: It wouldn’t be official without a contract. We’ll send the official contract via email, but the next page is a preview of it.