How will you work with me remotely?

Our team of bookkeepers, staff accountants and managers will serve you from our Tampa office. They’ll communicate with you in the ways you prefer, including phone, email, Slack, and web meetings.

What is a transaction?

A transaction is a business event that occurs that has an impact on your financial statements. For instance, a payment made by one of your customers is one transaction. A vendor bill recorded as a payable and the payment of it are two different transactions.

I already have accounting software. Can you integrate with other core software we use?

You are already a few steps past the starting line. We can certainly use your existing accounting software, assuming we can access it remotely. As part of our onboarding process, we will integrate the core software you use with the accounting system.

My bookkeeping is significantly behind. Can you help me catch up?

It would be our pleasure. Prior to onboarding, we’ll scope out the effort it will take to get you caught up and provide you with a quote for those services.

How will you bill me? Can I cancel my plan?

Once you sign our service agreement, we’ll either draft payment directly from your bank account or charge your credit card monthly, whichever you would prefer. You can cancel your services with notice in accordance with our service agreement. On the other end of the spectrum, if your business volume increases, we will upgrade your service plan for you to allow you to take full advantage of our offering.

How do we get started and how long does it take?

You can start by completing our questionnaire which will provide us with information to help us to begin creating a quote for you. We’ll then give you a call to talk through your business and our services a bit more, and share that quote with you. After you sign our service agreement, we’ll schedule an engagement kick-off which will start our onboarding process. During onboarding, we’ll get you set up so that you can maximize your accounting automation and we can develop the bones of the financial reporting we will provide you. Onboarding generally lasts for two months and after that point, you’ll shift into our standard monthly accounting and reporting mode.

How much does it cost?

Our AaaS packages are customized to fit your specific needs and you only pay for the services you need. Your customized price will be provided based on your answers to our AaaS quick quote. Generally, the cost will vary depending on the size of your company, number of transactions and volume of expected growth.

Do you do taxes?

You will be provided with tax-ready financial statements and documentation so that your tax CPA partner can easily prepare your annual tax return. If you do not have a tax accountant, we have several trusted partners we recommend and can work with directly to make filing your taxes simple and fast.

Can you process payroll?

Yes. We’ll work with you to help set up and process payroll. We’ll then help you transition this task to your internal team or a third party payroll service, depending on your needs.

Every once and a while I need strategic financial guidance for my company. Can you provide that?

Yes. In addition to your monthly accounting service package, you’ll have the option to add consultative services from our team of financial experts, should you need extra guidance. Because we already know your business, we can easily and quickly advise you on any financial questions that you may have.

Will my data be secure?

Yes. We ensure that our team and our third-party partners follow industry standard security practices. We’ll be pleased to share more details with you during our quoting consultation.