Bookkeeping
Bookkeeping FAQs
Common questions from business owners considering outsourced bookkeeping.
If you're all paperless, how do you review my bank statements?
We work strategically with technology and automation to save time and increase efficiency. When your bank accounts are linked to QuickBooks Online, transactions flow in automatically for us to review and classify, and statements are available at month-end.
You can also upload documents through QuickBooks Online or send them to us by email.
What if I want you to manage my accounts payable? Can you print checks?
Yes. You can mail us your checks; we'll print them and mail them back for your signature.
Most clients prefer QuickBooks Bill Pay by Melio, which pays vendors by ACH or credit card. It avoids mail delays and keeps a record of when each payment was sent, received and cleared.
Will I meet you in person?
We start with a free 30-minute video consultation, followed by several phone and video calls during setup. Most clients also have a monthly check-in to review financial statements, anything that looks off, and the accounts receivable aging report.
In-person meetings usually aren't necessary, but we're local if you'd like one.
What program do you use for bookkeeping?
We work almost exclusively in QuickBooks Online. You and your bookkeeper share one company file that either of you can open from any computer, and add-on apps cover industry-specific needs.
I want to work with you, but I don't have QuickBooks Online!
No problem. If you're on spreadsheets or paper, we'll set you up in QuickBooks Online. If you're on QuickBooks Desktop, we'll guide you through moving your company file to QuickBooks Online.
Signing up through us qualifies you for ProAdvisor Preferred Pricing, which can save up to 50% on your subscription.
I'm in another state. Can we work together?
Yes. We're based in Hillsboro, Oregon, near Portland, and work with companies nationwide.
Do I really need a bookkeeper?
Small business owners spend at least six hours a month on bookkeeping. Handing it off frees that time for growing your business, and you no longer have to wonder whether transactions are entered correctly and follow best practices.
Have a question that isn't here? Ask us or see our bookkeeping plans.
Let's talk about your business.
Start with a free 30-minute discovery call. No pressure, no contract.