Frequently Asked Questions
What software do you use?
We use QuickBooks, a cloud-based accounting system, which can be accessed from any computer or mobile device. We are Quickbooks Online Certified Pro-Advisors and can offer training on this intuitive program.
What is a QuickBooks ProAdvisor?
A certified ProAdvisor has undertaken the QuickBooks training program. They have learned the in’s and out’s of the software so you do not have to. They are the first to be made aware of changes to the program and can offer you information on updates. Going through a ProAdvisor will also get you a discount on your subscription (50% less). They also have a special representative, so your questions will be answered faster than usual.
How do I know if I need a bookkeeper?
Every business needs bookkeeping. Most entrepreneurs who are just starting out do the bookkeeping themselves. To know if you have reached a stage where you need bookkeeping services, ask yourself if the following are true: 1. Do you find you have no time to do bookkeeping tasks? 2. Do you dislike tracking expenses, income, receipts, and financials? 3. Are you unsure if your business is profitable or if you are wasting money on unnecessary expenses? 4. Has your accountant recommended that you find a professional bookkeeper?
Can you file my taxes?
We are currently partnered with Kim Erick who can handle all your tax prep needs! Contact us and we will connect you.
What will you need from me?
Each month, you will send us receipts and transaction details that we request. As time passes we will begin to know you, your staff, and your process so the monthly correspondence will become shorter and more efficient. In the beginning, answering a short questionnaire will help us better understand your needs. Once completed and the proposal is agreed upon, we will send you a list of items we need to complete your file and get to work.
What can I expect when working with you?
You can expect a complimentary phone consultation, an in-depth review of your books, and recommendations on how to proceed. We will suggest customized solutions, as well as tech and automation recommendations, such as accounts payable, accounts receivable, invoicing, etc. You will receive financial reports that are easy to understand, explained in a way that makes sense, and have all your questions answered.
Do I need to organize my records and receipts before giving them to you?
While this is certainly helpful, we do not require it. Although, the more organized you are, the faster we will be able to perform your bookkeeping tasks.
Do you have experience in my industry?
We have experience in many industries. The areas we have the most experience in are painting, writing, fashion, photography, talent agencies, publishing, graphic design, and other artistic professions. Our staff also has extensive experience in automotive, construction, home remodeling, technology, service-based businesses, and restaurants. We have experience in many industries.
Do we need to meet in person?
No. Some of our clients prefer to meet in person, some over the phone, some over video chat, and some over email. If you are in the Chicagoland area, we are happy to set up a meeting in person if you would like. If you are anywhere else, just schedule a video conference or phone call.
I'm not an artist or author. Can you still help me?
Absolutely! While art is our passion, we also work with other small businesses and would love to learn more about your company. Let’s chat and see how we can help you and your business grow.
Are you insured?
Yes, we have the liability insurance needed for bookkeepers.