Frequently Asked Questions
We first need to “meet” (this is usually done virtually) to discuss what your needs are. You will detail the process you currently are doing. This usually takes about 1 hour. We will then explain the different options you may be interested in.
Most of our work is done remotely from our home office. QuickBooks Online is a good option for both of us to have access to. If we both decide that it’s necessary to come to you, that is a discussion we are open to having.
An outsourced CFO will do the work of an in-house CFO, but without the cost! According to Salary.com, the average CFO salary is $383,168 as of July 27, 2020. With bonuses and benefits, that jumps to $660,658!
A bookkeeper is a person who will enter into your accounting system invoices to send to your customers. Pay your bills and do the day to day process of your operation.
An accountant will reconcile your bank and credit card statements, prepare your financial statement and enter journal entries.
An accountant will reconcile your bank and credit card statements, prepare your financial statement and enter journal entries.
This will depend on what you need. A single person office like a consultant, real estate agent or insurance sales person may only need someone to enter the details into the system once per month.
A larger business with employees may need someone once a week. This will be decided in the initial meeting.
Questions may come up every time we prepare your books and we may need to talk or we will email our questions to you.
A larger business with employees may need someone once a week. This will be decided in the initial meeting.
Questions may come up every time we prepare your books and we may need to talk or we will email our questions to you.