Frequently Asked Questions
I need bookkeeping, but I am not located in Florida. Can I still work with you?
Of course! We provide virtual bookkeeping services so you can live anywhere! During the initial set-up period, we go over the different ways we can obtain documents and information necessary to do your books. We use a combination of software and apps to pull your receipts, invoices and bills into Hubdoc for organization and storage, saving you time and desk space. When it comes to questions or concerns, we are available by e-mail whenever you need us.
How do I know which package is best for my business?
While we have separated our services into packages, we create a customized proposal for you and your business after your free consultation. This allows us to offer you the best value for your individualized needs. Not sure if you would like to add on a/p, a/r or payroll? Just ask and we would be happy to offer you a quote. If you are unsure of which level of service your business needs, feel free to drop us a line using our contact us page and we will be happy to help.
I’m ready to sign up – how does this all work?
Awesome! The first step is to go here to set an appointment for your free consultation. This allows us to get to know each other and allows us to understand the needs of your business and what your pain points are. Our services are more than just bookkeeping for tax compliance – we are your cheerleaders and treat your business like our business. We don’t believe in the hard sell (or selling at all really) – we believe in building relationships that help our business partners grow and succeed. Our consultation is focused on understanding exactly what you need, don’t need, goals, likes and pet peeves when it comes to your business – let it all out, we want to help!
After your consultation, you will receive an e-mail to join a meeting to go over your proposal and services, as well as answer any questions you might have. If you are as excited as we are to work together, we will handle the paperwork and then virtual high five!