FAQs

Find the answers to our most frequently asked questions. If there are any other questions you have, we will address those during our Discovery Call.

How much does bookkeeping cost with you?

Our Ongoing Monthly Bookkeeping Support starts at $500 per month. This basic plan includes a reconciliation of your accounts and generation of the three standard financial statements each month (Balance Sheet, Income Statement, Statement of Cash Flows). Our prices go up from here depending on the size and complexity of your business, and the add-on services you need. The average monthly cost for our services is $750 per month.

How often will I get financial statements?

All of our monthly Clients receive the 3 standard financial statements on a monthly basis. And, our quarterly Clients receive theirs on a quarterly basis. If you opt for our Financial Statements Package & Loom video, you will receive the package and video either on a monthly basis or quarterly basis depending on which plan you are on. We have other add-ons you can take advantage of as well!

What services outside of bookkeeping do you provide for your clients?

Fractional CFO Services ONLY for select Clients. If you ever want to take advantage of these services it's as simple as asking and we'll see how we can best accommodate you!

What will I need to be responsible for and/or involved with at a minimum so I ensure my money is protected as we work together?

1.) You are the ONLY person who authorizes the outflow of money.

2.) You are the ONLY person to approve new vendors/employees.

3.) Monitor the behavior and actions of your employees and contractors who have access to your money or who are sending you bills. (We will NEVER have access to your money.)

4.) Monitor your bank and credit card activity.

5.) Be present during every financial statement preparation and presentation.

What types of entrepreneurs do you work with?

Real Estate Investors, Residential & Commercial Landlords (LTRs, MTRs, STRs) Flippers, Wholesalers, Real Estate Agents/Brokers, Property Managers, Co-Hosting Companies, Service-Based Business Owners of all kinds (Contractors, Consultants, Construction, etc).

Why are you guys more expensive than others I've seen?

All of our bookkeepers are US-based.
We have an infrastructure and expertise that most bookkeeping companies and/or solopreneurs/freelancers do not have.
We are 100% confident that the value we provide our Clients far outweighs what we charge our Clients. This has been confirmed by our Clients time and time, again.

So, our question for you is how much more money could you make if you knew your numbers, managed your cash flow, and had more TIME?

Will you also do my taxes?

We do not offer tax preparation or filing services. We do not offer 1099 preparation or filing services. But, we work very closely with your CPA and/or tax preparer to make sure they have everything they need to file your 1099s and tax return(s).

What services does your firm NOT provide for your clients?

1.) Prepare/File Tax Returns

2.) Prepare/File 1099 Forms

3.) Conduct/Process Payroll (we only record what a 3rd-party Payroll servicer provides)

4.) Pay Bills/Cut Checks

5.) Send Invoices

6.) Property Management and/or Assistant-type tasks

7.) Tax Planning/Strategy

How do I get in touch with someone if I need help?

Easy! You can email or call us at any time to speak to someone to get some help. We are here to serve you!