A bookkeeper records and categorizes all the expenses, income, assets, and liabilities a company has incurred. From there, we develop the information business owners need to make smart, timely, and well-informed decisions. We can help you develop budgets, run payroll, and make sure your bills get paid. Most importantly we make sure YOU get paid. We can also help you understand your financials as well by providing analysis and insight into the health of your business. 

While Bookkeepers don’t have to be State or Federally licensed, there is no excuse to hire a bookkeeper that doesn’t know their stuff or doesn’t have some kind of professional association membership. There are certifications available to demonstrate that the bookkeepers have the proper training and required knowledge. The American Institute of Professional Bookkeepers, Digital Bookkeeper Associates, Bookkeeper Launch, and QuickBooks ProAdvisor are the best ones out there. Please note that a QuickBooks ProAdvisor does not mean they are trained in bookkeeping techniques. This means they understand how QuickBooks software works. A bookkeeper who has an accounting degree has taken one of the pieces of training mentioned above and is a QuickBooks ProAdvisor will give you the best bang for the buck. This means they know the principles of GAAP (Generally Accepted Accounting Principles) and know how to use accounting software. 

Think of the difference the same way you’d think of a doctor and a nurse. A doctor focuses on the bigger picture, diagnoses diseases, and treatment options. A nurse focuses on specific patient care and does more of the “grunt” work that doctors typically don’t do.

 Similarly, a CPA considers the larger overall bigger picture of a company’s financial structure and tax filings. A bookkeeper focuses on the client’s specific financial records. Their primary area of concern is managing the day-to-day accounting of a business and often have a better idea of the financial health of their client’s business. Like doctors and nurses, CPAs and bookkeepers compliment each other and should be a foundation of your business team. It’s important to note that a CPA “doing your books” and a bookkeeper “doing your books” may have significant differences. A CPA focuses primarily on taxes. In many cases, a CPA may be inexperienced when it comes to even basic bookkeeping practices

Have you ever heard of a successful business that doesn’t have an accounting department? Neither have we. A successful business is a highly organized business. Bookkeepers help you accomplish just that while freeing up time to run your business and maintain a work-life balance. We provide insight into your business to help you make well-informed, data-based decisions. In the event of an audit, while we legally cannot represent you (that’s your CPA’s job), we can make it a significantly less stressful event by ensuring that you have the data that the State Comptroller or IRS is looking for.

In the same way that buying a new car is more popular than building one yourself. You get a new car that’s really to go on day one, and you’ll spend less in the long run.

A typical in-house bookkeeper, a good one, is going to run you about $4,000 a month, that’s just base salary. That doesn’t include payroll taxes, supplies, or benefits. Meanwhile, your books get parked on that back burner while you interview, hire, train, and handhold a new bookkeeper for several weeks until they’re able to work without near constant supervision, and several months until they’ve cleared the backlog.   

A virtual bookkeeper is ready to hit the ground running. They don’t need training, materials, office space, or even benefits. They procure their supplies and can work on your business from almost anywhere with an internet connection. Additionally, since you’re dealing with a professional business owner like yourself, we understand that we need to continuously provide value to you to maintain the business relationship. That means that you don’t have to waste time babysitting and handholding. All of this results in significant cost savings and a huge value add to you.

We understand that it might be tempting to hire an admin to do your bookkeeping as well as other roles to justify the expense. However, these are your business’s financials we’re talking about here. This stuff has to be dead-on accurate. This goes beyond just data entry. You need a pro. You need someone that knows how you arrange your financial data to get you the clearest picture. An admin/bookkeeper/receptionist/lunch getter/dog walker may seem like a great deal. But you’re going to pay for it in the long run when you come to us with 10 years of egregious mistakes that we have to fix. Trust us on this, we’ve been fixing other people’s mistakes for years. If you think hiring a professional is expensive, try hiring an amateur.

This depends on your business and your needs. We create a customized package for our clients. During the consultation, we get to know you, your business, and your goals and come up with a plan that works for you. 

YES! We specialize in cleanups. We will work with you on obtaining all the information needed and get your books up to date for you quickly. If taxes have been done, we usually recommend not wasting money and just working on cleaning up the year taxes have not been filed.

No! We can set up a brand-new set of books or clean up messy books. If you’re just starting, we can even work with you to develop your business’s financial system!

As a business ourselves, we hate getting nickeled and dimed. That is why we don’t nickel and dime our clients either. After all, this is about you. If we charged you every time you sent us an email you might develop a hesitation. We always want our clients to feel comfortable reaching out to us. That is why we bill a flat monthly fee. It’s simple, it’s fully transparent, and keeps the lines of communication open.

Since we are a fully qualified ProAdvisor for QuickBooks online, we primarily work with (drum roll please!) QuickBooks online. If you use something else that’s fine too! We can work on Xero and other software supported by QuickBooks online. If you feel like making the jump to QuickBooks Online from what you’re using now, we can help move everything over.

We get this question a lot so we figured we should put this on our FAQ page. Here’s the deal, you wouldn’t offer a price to a client until you know exactly what they needed. Well, neither do we. During our initial consultation, we spend a lot of time getting to know you, your business, and how we can help to bring you the greatest value for our services. We will say this, we’re not cheap. The least we charge is $500 a month for our services, and most clients with an established business can expect to see around $800 a month as the fee. Sticker shock? Yeah, we get it. But you’ll be paying an easy $4,000 a month for an in-house bookkeeper. For less than a quarter of that price, you get a seasoned professional bookkeeper on your team that’s able to hit the ground running with a minimal amount of hand-holding from you. We’re expensive and proud of it. That’s because we’re very good at what we do and the value we bring to the table, and proud of that too. 

Our boring stuffy lawyers say we can’t promise you’re going to be the next Steve Jobs or Elon Musk. That being said, we’re confident enough in what we offer to say that you’ll have a MUCH better picture of what’s going on in your business. You’ll find it easier to make tactically and strategically smarter business decisions backed up by facts, not feelings. Tax time will be easier, audits will be a breeze. You might find that the loan process will be more streamlined and efficient. You’ll be able to boost your business rep by paying employees and vendors on time. You’ll become an ingenue of inventory because we keep track of all of that for you.  If you suddenly find yourself with more time to grow your business and more time to enjoy family and friends, then you’ll know that we’re doing our part. 

Good move! Simply pick out your preferred date on the calendar below and set up your free consultation with us. You won’t need anything! Just bring yourself.