Top FAQs
How do you ensure data protection?
We have robust data protection policy and use MS SharePoint to share any files with clients. We have implemented access control for all employees.
What is your usual process of starting a new client?
We start with an initial consultation to understand your needs, gather necessary documents, set up accounts, and create a customized bookkeeping plan.
Do you provide tax-ready accounts and assist in tax planning?
Yes, we prepare tax-ready accounts and offer tax planning to minimize liabilities and maximize deductions.
Additional FAQs
What more do you offer along with bookkeeping?
We offer financial consulting, tax planning, business planning, budgeting, and payroll management services.
What qualifications do you have to provide bookkeeping services?
Our team consists of certified professionals with CPA and QuickBooks certifications, committed to continuous education in accounting and finance.
Do you have experience in business planning and budgeting?
Absolutely! We help businesses develop effective business plans and budgets tailored to their financial goals.
What bookkeeping software do you use?
We use QuickBooks, Xero, FreshBooks, and others depending on your specific needs.
How do you ensure the accuracy of my financial records?
We implement a multi-step review process, including regular reconciliations and checks for discrepancies to ensure accuracy.
How often will I receive financial reports?
Reports can be tailored to your needs; typically, we provide monthly reports, but weekly or quarterly options are available.
What should I provide to you to get started?
Please provide business information, existing financial records, bank statements, and any relevant documents.
What sets your bookkeeping services apart from others?
Our personalized service, proactive communication, and tailored solutions based on your unique business needs set us apart.
What happens if I want to switch to a different service provider?
We will assist you in transitioning smoothly, preparing all necessary documents and financial records for an efficient handover.