COME CHAT WITH ME!

Would our services be a good fit for you?

Are you happy with the hours you spend on bookkeeping per month?


Do you have a complete understanding of your financial statements?


Do you have someone that can answer your bookkeeping questions as needed?


Are you already a QuickBooks Online or Xero guru?

If you answered No to any of the questions above, we should talk. Schedule a time that works for you... I look forward to chatting with you soon!

Let's Talk

15 Mins
Initial contact to see how we can help

Select Date & Time

MonTueWedThuFriSatSun
26
27
28
29
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
6
7

How to Reach Us

300 Colonial Center Parkway

STE 100N

Roswell, GA 30076

404.689.2540

[email protected]

What to Expect

  • We have a discovery call to confirm that we are a good fit

  • We agree on pricing and sign all required agreements - there are no contracts, all services are month to month

  • We get you onboarded with our streamlined processes

  • You provide us with access to your software and we take it from there.

  • You get back to business and we work hard to keep your records immaculate and full of insights for you!

FAQ's

What’s included in the Basic Bookkeeping package?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

FAQ image

What’s not included in the Basic Bookkeeping package?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees. 

How do I request additional services?

Once you have selected to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail and select those that suit your business best. 

What qualifications does your team have?

Many of our team members are Certified Pro-Advisors and our network includes CPAs and other legal professionals. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast. 

What happens after I sign up for the Basic Bookkeeping package?

Once you enroll, you will be taken to a few subsequent screens that will allow you to add additional services if necessary. Then you will be given access to the membership portal so you can watch a short series of on-boarding videos. Simply follow the directions in the videos and we will get to work ASAP. The final step in the on-boarding video series is to book a call with the CEO of our company for an introductory phone call. We love the opportunity to chat with our new clients so we can serve you well! (This process is subject to change as efficiency is priority)

What information do I need to share?

Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

If I have a question, how long does it take to get an email response?

We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we've received your email and will address it shortly. 

What hours do the bookkeepers and other team members work?

Due to the flexible natural of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls. 

Is Quickbooks Online required to sign up for the Basic Bookkeeping package?

Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions - Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.  Any custom solutions will require an individual evaluation and separate proposal.

Do you require a contract?

Nope! No contract is required. However, there are no partial month refunds. 

Is an engagement letter required?

Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will  be available for download from the membership site. 

EXPLORE

On Social