General:
Q: Do you work remotely or only in person?
A: We can work remotely or in person. We can serve clients across the U.S. (with video calls and secure portals). Local Colorado clients can meet in person by appointment.
Q: How do I become a client?
A: Contact Us so we can book a time to discuss your goals and books. We can also discuss your questions during this meeting. We can then propose a plan (scope, timelines, pricing) to start services.
Q: What information do you need to start?
A: We will send all new clients a New Client Intake Form. This will inquire about your business, ownership, operation, etc. If we are doing your bookkeeping we will need recent bank/credit card statements or accountant access to online banking, access to your accounting file (or we can create one), payroll/merchant info, prior tax returns (if available), and any spreadsheets you currently rely on.
Services:
Q: What services do you offer?
A: QuickBooks setup/cleanup, monthly bookkeeping, catch-up work, monthly closes and management reports, training for owners/staff, and tax planning & preparation.
Q: Can you set up or fix my QuickBooks?
A: Yes. We handle QBO/QB Desktop/Enterprise setup, chart-of-accounts design, app integrations, and cleanup of historical transactions
Q: Do you provide owner training?
A: Definitely. We can train you (and your team) to read financials and use QuickBooks efficiently.
Pricing & Billing:
Q: How do you price your work?
A: Clear scope with either hourly or fixed monthly packages, whichever makes more sense for your situation. Cleanup/catch-up as well as tax services are typically hourly while ongoing bookkeeping is usually a fixed monthly fee.
Q: Is there a contract or minimum term?
A: Month to month for most services. We ask for a 30-day notice to pause or cancel so we can close out your books properly.
Q: How do I pay?
A: We invoice electronically. ACH and card are both accepted. For monthly services, we typically set up autopay.
Bookkeeping & Reporting:
Q: How fast can you get me caught up?
A: Most small businesses can be caught up in 2–6 weeks depending on complexity, number of accounts, and data access.
Q: Can you help me understand my numbers?
A: Yes, we can teach you to read and understand your financial statements so that they can become a resource to you and your business.
Taxes:
Q: Do you file taxes or just do the books?
A: Both. We can handle tax planning and year end returns.
Q: What if I’m late or need an extension?
A: We will help you file extensions and get compliant as quickly as possible, then organize your books so your return can be filed accurately.
Security, Privacy & Portals:
Q: How do I send documents securely?
A: We use a client portal for sharing files, invoices, and payments. This portal is secure and encrypted.
Q: How do you protect my data?
A: We use bank level encryption, multi-factor authentication, and role-based access. We never sell or share your SMS consent with third parties.
Q: Can I access past invoices and documents?
A: Yes, your portal stores invoices, shared files, and messages so everything stays in one place.
Communication & Expectations:
Q: How often will we meet?
A: During onboarding we meet more frequently; once stabilized, most clients prefer a monthly or quarterly review. We are available via email/portal in between.
Q: What’s the best way to reach you?
A: Use the client portal for anything sensitive. For quick questions, email is great. I can also be reached via text messages, or we can schedule a call if something needs discussion.