We prioritize providing our clients with the freedom to choose our services based on their satisfaction rather than enforcing mandatory time commitments. So, we do not lock our clients into any contracts. Instead, when you become a client, we will present you with an Engagement Letter, which covers the quoted details for your specific case and general terms of engagement. It is important to note that the Engagement Letter does not include any time commitment, and all our clients are treated on a month-to-month basis. This approach ensures flexibility and allows you to stay with us as long as you are content with our services.

The easiest way is, after we connect your bank and credit card accounts, QuickBooks Online automatically downloads the latest transactions. Otherways include providing view-only access to a bank account or providing a statement copy in the form of Excel, but this may increase the time for us to process each transaction into the system.

Yes, QuickBooks Online employs the same encryption methods and security standards as your bank to safeguard data and files. Additionally, we have strict confidentiality agreements with all parties involved to guarantee the utmost privacy, ensuring none of your information will be disclosed publicly.

When utilizing QuickBooks Online, you simply need to provide us with accountant-level access to your account.

1. Accurate financial records: A bookkeeper can ensure that your financial records are accurate, up-to-date and error-free, which can save you time and money by avoiding costly mistakes.

2. Time savings: Hiring a bookkeeper can free up your time so you can focus on running your business. This means you can spend more time working on tasks that generate revenue and less time worrying about financial tasks.

3. Better financial management: A bookkeeper can help you better manage your cash flow and finances. They can provide valuable insights into your business finances, giving you the information you need to make informed decisions and plan for the future.

4. Tax compliance: A bookkeeper can help ensure that your business stays compliant with tax laws, regulations, and deadlines. This can save you from penalties and fines, as well as the stress of dealing with the IRS.

5. Improved financial reporting: A bookkeeper can create financial reports that provide important insights into your business's performance. These reports can help you identify areas for improvement, measure progress toward goals, and make strategic decisions.

6. Cost savings: A bookkeeper can help you avoid costly mistakes, such as paying incorrect taxes or overpaying suppliers. They can also help you identify opportunities to save money, such as negotiating better supplier deals or reducing unnecessary expenses.

7. Peace of mind: Hiring a bookkeeper can give you peace of mind knowing that your finances are in good hands. You can trust that your financial records are accurate, your taxes are paid on time, and your business is on track to succeed.

A full-charge bookkeeper is a professional responsible for managing and maintaining a company's financial records, transactions, and accounts. This role involves handling various aspects of the organization's financial activities, from recording transactions to generating financial reports. Here are some of the key responsibilities of a full-charge bookkeeper:

Recording Transactions: The bookkeeper is responsible for accurately recording all financial transactions, including invoices, payments, expenses, and revenues. This involves entering data into the company's accounting software or ledger.

Accounts Payable and Receivable: Managing accounts payable involves tracking and paying bills, while accounts receivable involves invoicing clients, tracking payments, and following up on overdue payments.

Bank Reconciliation: Regularly reconciling the company's bank and credit card statements with the corresponding records in the accounting system helps ensure that all transactions have been accurately recorded and that discrepancies are addressed.

Payroll Processing: The bookkeeper may handle payroll functions, including calculating employee wages, deducting taxes and benefits, and generating paychecks or direct deposits.

Financial Reporting: Generating financial reports such as income statements, balance sheets, and cash flow statements is crucial for assessing the company's financial health and making informed business decisions.

Journal Entries: Creating journal entries to adjust accounts and correct errors is essential for maintaining accurate financial records.

Expense Tracking: Monitoring and categorizing expenses helps the company understand its spending patterns and make informed budgeting decisions.

Inventory Management: If the company deals with inventory, the bookkeeper may be responsible for tracking inventory levels and adjustments.

Financial Analysis: Analyzing financial data to identify trends, discrepancies, and areas of improvement can provide valuable insights to management.

Communication: Bookkeepers often work closely to provide financial information and answer questions related to the company's finances.

Software Proficiency: Proficiency with accounting software, spreadsheet applications, and possibly other specialized tools for efficiently managing financial records.

Overall, a full-charge bookkeeper plays a vital role in maintaining accurate financial records and helping the company make informed decisions. This role requires attention to detail, organization, and a solid understanding of accounting principles and practices.

We will use QuickBooks Online to handle your books. Within that, there are four packages tailored to specific needs that need to be subscribed to gain access. We can also do manual bookkeeping using Excel but may take longer time and may increase your cost as well.

Yes! We manage communication through email, phone, text, and Zoom video conferencing. For Florida local clients within a 45 - 60 minutes radius, I'm more than willing to provide on-site support as needed.

Being a "QuickBooks ProAdvisor Program Member" indicates that I have undergone training and examination conducted by Intuit, the company behind QuickBooks. While anyone can purchase and install QuickBooks, not everyone possesses the expertise to harness its full potential. That's why I pursued this certification, to specialize in assisting businesses with the world's most widely used accounting software. I can provide support in various areas, including initial setup, resolving data issues, and managing day-to-day bookkeeping tasks. With my expertise as a Certified QuickBooks ProAdvisor, I aim to optimize your experience with the software and help streamline your financial processes for better efficiency and accuracy.

The time required to set up bookkeeping for your business depends on its size and complexity but can generally be completed efficiently.

You will have access to your financial reports and statements through QuickBooks Online or via email, depending on your preference.

Small to medium-sized enterprises, sole proprietors, freelancers.

We can handle payroll processing and compliance, ensuring timely and accurate payment to your employees.

If you have questions or need support with your financials, you can reach out to me by phone or email during business hours.