Frequently Asked Questions

• Typically once a month services that are performed after the prior month has ended. This is also common if you haven’t done your bookkeeping in a while and need some clean up. You handle the day-to-day operations of your business. We work behind the scenes on the books recording the activity that has occurred on a schedule of your choosing. We either record, reconcile, or provide financial reports. Prices start at $275 per month for a basic set of books. The frequency of services and level of activity increases the base price.
• Full charge bookkeeping – Typically performed on a more frequent basis like once a week or daily. Bookkeeping EF handles the day-to-day bookkeeping operations of your business. We work for you or with you, managing AR/AP, paying bills on a schedule of your choosing. We reconcile, review and provide financial reports. Prices start at $600 per month. The frequency of services and level of activity increases the base price. 

 We perform the bookkeeping one of two ways: 1) QuickBooks Online 2) Locally on our computer and send you back the file when complete.

Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, paying bills, and reconciliations. We have clients that don’t provide any documents, we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you don’t feel comfortable with that, we will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where we are assigned our own login.

 Dropbox is our preferred, we also use Google Drive and email. We can conform to any process that makes our clients’ life easier. 

 Yes, on a schedule to be determined. Daily, weekly, twice a month, monthly, quarterly and annually. We can customize to any schedule that you need. 

Our base minimum rate starts at $275 per month. Payments are charged once a month depending on service. The frequency of the services performed, the level of activity and the complexity of the account increases the base price. Clean up jobs may be quoted at a flat. 

 We do not do taxes or give tax advice. This requires an entirely different area of knowledge, and other certifications. The good news? Your business finances will be so neat and tidy, filing taxes will be a breeze for any accountant.

 We work with QuickBooks Pro & QuickBooks Online. 

 Unfortunately we will not be able to do your books. But will be happy to assist you convert to Quickbooks.

 Our goal date is the 15th of each month for the prior month closing. Situations that can delay this process are open items, documents and questions that are waiting to be received in order to finish up. If you don’t need reports, you can indicate so in the Questionnaire.

 If you are a monthly recurring client, payment is due on the 1st of every month. If payment is not received by the due date, a late fee will be applied to your account. Continued failure to pay may result in the suspension of services. 

 Absolutely! 

 We understand how important it is to have trust in the company that you hire to manage your private financial information. The privacy of our customers is the utmost importance to us and we won’t share your information with third parties. Any data that we come in contact with will be held in the strictest confidence.