No, you don't. But a good bookkeeper makes everything clearer, you know where your biggest profits are, tax time stops being a nightmare, and you stop guessing about your numbers. Most business owners who try it once don't go back to doing it themselves.
You can hire in-house, that's a valid choice. But a contractor, we don't cost you payroll taxes. We're a flat rate so there are no benefits, no HR headaches, and no bad months where you're still paying a salary. We're also month to month, no long term commitment, no complications if you ever decide to part ways. We have a system built specifically to minimize errors. With us it's set it and forget it, every month you get your reports, every week we go through your books. Consistent, every time.
We specialize in contractors, trades, freelancers, service-based businesses, real estate investors, property managers, and real estate agents. We're always open to working with anyone we can serve consistently and at the standard we hold ourselves to. Restaurants aren't something we take on at this time, but if that's you, we'll do our best to point you toward someone who can help.
A bookkeeper handles the day to day financial records, categorizing transactions, reconciling accounts, and keeping your books clean and current. An accountant analyzes data, handles tax filing, and provides higher level guidance. Think of it this way, your bookkeeper is the dashboard on your car. The accountant is the mechanic. The dashboard tells you exactly what's going on at all times. The mechanic uses that information to fix and tune things up. You need both, and they work best together.
Your privacy is a priority. We never ask for your personal login credentials or direct access to your bank accounts. QuickBooks Online handles the bank connection securely on your end, you connect your accounts yourself and we work from there. We only see the transaction data needed to do our job. Your sensitive information stays yours.
Faster than you'd think. Once we have an initial conversation and you provide your bank statements for the quote, we will work to get your rate back to you as quickly as possible. From there it's just a matter of getting set up in QuickBooks Online and we're ready to go. Most clients are up and running within a few days of their first inquiry, the biggest factor is how quickly we can get the information we need from you. To do the best possible job we'll need access to all accounts associated with your business, checking, savings, and credit cards at minimum. If you have business loans those are important too, as they affect your overall financial picture and help us give you the most accurate numbers.
It happens more than you'd think, and it's exactly what we're here for. If your books are behind we'll start with a cleanup to get everything current. The cleanup is based on the total transactions we work through across the entire cleanup period at $3 per transaction. No judgement, just clean books.
Everything we do is handled remotely. No office visits required, no scheduling conflicts, no wasted time across town. Most of our communication happens through email and we like it that way, it keeps things simple and documented. That said if you prefer a face to face conversation we're happy to jump on a Google Meet, and if you're in the Capital Region we can arrange something in person. Whatever works best for you.
Not at all. If you're not on QuickBooks Online yet we'll get you set up as part of the onboarding process. We'll need your legal business name, EIN, business address, and entity type to configure everything correctly. The one thing only you can do is connect your own bank accounts, savings accounts, and credit cards directly in QuickBooks using your credentials, we never ask for or handle those. We'll send you simple step by step instructions and it takes about five minutes. If you're on QuickBooks we'll send you an accountant access invite and pick up from there.
Since we're month to month there's no long term commitment and no complicated exit process. Every month is paid in full upfront on the first before any work begins, so if you decide to cancel you've never paid for work that hasn't been done yet. If you decide to part ways just let us know and we'll wrap things up cleanly. All of your data stays in your QuickBooks account, it's yours, not ours. We'll make sure everything is current and in order before we part ways so you're never left in a difficult spot.
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