FAQS

Got questions before you get started? Here are answers to the most common questions we get asked all the time when it comes to virtual bookkeeping.

  • Is this only for small businesses? No. We're focused on small to Medium Businesses.
  • What software do you use?  We use SageOne & Xero as our primary financial platform, but have experience in other packages as well should you already be using something.
  • How do we get our documents to you? There are several ways to get documentation to us.  We use Google Drive as well as Dropbox to make things easy for you. But again, we're flexible with other transfer methods.
  • How long does it take to set up accounting services online? Depending on the condition of your books, it could take as little as two weeks to set up your bookkeeping services online. If your books are not current, then we will need to organize them before we can proceed with the day-to-day work.
  • Why should I use virtual bookkeeping services over an in-house accountant?
    – We are usually 40% of the cost of in-house staff.
    – We have up-to-date tools and software.
    – We offer a unique profit-coaching program.
    – We’re dedicated to getting your firm out of debt and profitable by 10% or more.
  • Is there a contract? Most of our clients do not enter into a contract with us. If your books are behind, we may propose one to ensure that the relationship runs smoothly.  Almost all of our clients are on a month-to-month plan with us.
  • Are there setup fees? If your books are current, there’s no fee. If they’re messy when you start with our online bookkeeping services, we can help you update them for a one-time fee. We’ve helped a lot of businesses clean up their books and will do the same for you.
  • How do I access my accounting software? You will have access to your financial platform from the internet. So this is accessible form PC, Tablet, laptop, smart phone etc.

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