Frequently Asked Questions

WILL YOU WORK WITH MY CPA? Yes, we will work with your CPA by providing bookkeeping services and reports to them.

WHAT AREAS DO YOU SERVICE? We will provide service in the United States. We are able to to complete your books with a username/password to your bank or credit card.

WHAT IF WE ARE UNCOMFORTABLE GIVING OUT OUR USERNAME/PASSWORD? You may email, Dropbox, or use Google Drive to share or attach your statements. We will input them into your Quickbooks.

DOESN’T QUICKBOOKS HAVE A FEATURE TO AUTOMATICALLY DOWNLOAD BANK AND CREDIT CARD TRANSACTIONS? Yes, we can link your bank and credit card account to Quickbooks so that transactions come in automatically for each log in. We will classify them to the proper accounts for you.