Frequently Asked Questions

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Q. I have a bookkeeper or accountant now, why should I change now?

• Covid 19 has changed the business world was your current bookkeeper or accountant proactive or reactive during this period? 
• Does your accountant return your calls? 
• Does your current accountant speak in accountingese using words you don't understand?
• Do you feel comfortable asking them a question? 
• Do you feel heard?

With the right accountant, the answers should be a resounding "Yes!"  And more importantly can your current bookkeeper or accountant provide you with the financial and operational information to take you to the next level of profitability and performance?

Q. Is it better to outsource versus hiring internally?

A. There is no one answer. Our staff is experienced and back by the 75+ years of experience our principals have in business. We have 6,000 people in our networks to provide additional resources. It is very doubtful you will find that combination in a hire. Plus the cost per hour of an employee is not the final cost, you have taxes, workers comp training and the cost of a bad hire to consider, plus your management time.

Q. What makes you different than other fractional bookkeeping and accounting firm?

A. Its our broad business experience that has taught us what works and doesn't work when doing accounting, setting up your books and  presenting the right report to a banker to obtain a loan. Combine that with our extensive network of specialist business advisors like bankers, lawyers, IT firms we can become your resource to find other high quality people. People we can also promote your business too. 

Q. Why do I need a bookkeeper or accountant?

A.  As soon as you start to think about starting your business, you need a bookkeeper or an accountant to help you take the next steps, like setting up your financial system so you can track results. They are also responsible for entering transactions, reconciling accounts so they are accurate and no fraud is obvious and run monthly reports for you.

We can also discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.

Q. Does your current accountant or bookkeeper give you financials within 2 weeks of month end every month?

A. We pride ourselves in delivering timely financial statements within 2 weeks of month end. Any older than that and you are missing opportunities to course correct to meet your goals.

Q. Are your bank and credit card accounts reconciled every month?

A. Even are basic package provides monthly account reconciliation. This is more critical today with the large number of bank and credit card scams and financial frauds out there and tight bank reporting requirements on reporting fraud so you do not get stuck with the fraud or scam bill.

Q. Has your account or bookkeeper ever sat down with you and explained and taught you about your financials?

A. We offer financial literacy mentoring. We teach you how to read a financial statement so you can make informed intelligent decisions that drive profitable growth.

Q. Is your current accountant or bookkeeper an integral member of your team?

A. We treat our customers like family. We treat them like we are invested in your business. That is why we promote and introduce you to people in our networks. Our business is way more that bookkeeping and accounting  its about connection people and businesses.

Q. Can your remote accountant or bookkeeper come on site as necessary?

A. We hire local talent. Our people can come on site, sit next to you and your staff if needed. Not all our competitors can do that.

Q. Does your accountant or bookkeeper have access to 75+ years of business experience?

A. Our principals have over 75+ years of general business experience. Experience beyong the normal bookkeeper or accountant that can prevent you from going down dead ends, experience that helps you navigate your blindspots,  experience,  experience that can make you more money.

Q. How can an bookkeeper or accountant help us get a loan?

A.  A bookkeeper or accountant can keep timely accurate financial reports that a bank will use to decide if they will grant you  a loan. They can also act as an impartial sounding board before you consult the bank. A bank will want to see a strong business plan and organized records which is what we bring to the table.