No.
Our service is designed so that you primarily provide your financial statements and supporting documents. We handle the bookkeeping process in QuickBooks Online.
We ask you to provide supporting documentation for business expenses when available.
Paper receipts can be photographed with your phone and uploaded through the client portal.
Electronic receipts can be uploaded as PDF or image files.
Let us know and provide the business-purpose information we request.
We can record the transaction based on the information you provide.
However, we do not determine whether an expense is tax-deductible. Tax questions should be directed to your CPA or tax professional.
No.
We provide bookkeeping services.
Your CPA or tax professional is responsible for tax preparation, tax advice, tax strategy, and determining tax treatment.
No.
If you already use Stripe, Square, PayPal, Shopify, or another payment system, we'll review your existing setup.
Our standard bookkeeping service is designed primarily for businesses without payroll requirements.
If your business has employees or requires payroll bookkeeping, tell us during the fit assessment so we can determine whether we can accommodate your needs.
Yes.
Our bookkeeping service is designed for remote document collection and bookkeeping.
We serve small businesses throughout the U.S. and also provide local service in Walnut, California and surrounding areas.
Pricing depends primarily on transaction volume and bookkeeping complexity.
Payment processors, POS systems, additional accounts, and specialized bookkeeping requirements may affect pricing.
Complete our fit assessment for an initial evaluation.
No. Our goal is to provide reliable monthly bookkeeping that earns your continued business.
Yes, subject to the access and permissions available through your accounting system.
We maintain organized bookkeeping records and supporting documentation so your CPA or tax professional has useful records when tax preparation or other accounting work is needed.