Frequently Asked Questions

Your data is extremely secure! Your QuickBooks data is stored and secured by Intuit Cloud Services! Their proprietary network and storage solutions are top-notch and they are renowned for their level of protection.

Due to our partner integration with Coefficient, your QuickBooks data is refreshed once per hour. Any updates made in QuickBooks will be accurately reflected in your Financial Statements reports within an hour.

We present your data in a variety of ways. At the very top level, we summarize your data into income and expenses. You are then able to 'drill down' and see your data at a more detailed level. Our proprietary processes and reporting make the data understandable for both you and your accountant.

Your Financial Statements and other financial data are available 24/7 via a secure link from Google Sheets.

Every business is unique, so we provide custom-quoted plans tailored to your specific goals. This ensures you get a clear return on investment without paying for services you don't need. The best way to get an accurate quote is to schedule a free, no-obligation consultation with our team.

No, you are never locked into a long-term contract. Your contract extends only to the end of the current subscription period. For monthly subscribers, your contract is month to month.

Documentation, Documentation, Documentation! Never underestimate the importance of good solid documentation. If you are ever faced with an audit, one of the initial things the auditor will ask for is documentation. Using our proprietary software, you can upload all documents related to an expense.

In a nutshell, yes. By default, we adhere to Generally Accepted Accounting Principles (GAAP) when we perform your bookkeeping. There are certain business models that are not required to follow GAAP, but in most cases we will recommend strict adherence.

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