Question 1

Who do you work with?

Accepted Answer

Two groups: CPA and accounting firms who want more capacity, and small and mid-sized businesses who want their finance function handled. We serve clients in the USA, the UK and India.

Question 2

Which accounting software do you use?

Accepted Answer

Whatever you already use. Our team is certified on QuickBooks and Xero, works in Sage, and handles bill-pay, expense and payroll platforms including Bill.com, Expensify, ADP, Paychex and Gusto.

Question 3

How does getting started work?

Accepted Answer

Four steps: a discovery call to understand your needs, onboarding with a dedicated team assigned, a careful transition of your data and systems, and then ongoing delivery with regular reporting.

Question 4

How quickly do you turn work around?

Accepted Answer

Routine tasks are turned around within 24 hours. With offices in the USA, UK and India, work submitted at the end of your day is often done by the start of the next.

Question 5

Our books are months behind. Can you help?

Accepted Answer

Yes. Cleanup and catch-up is a dedicated service — we reconcile period by period, correct errors and bring everything current, then keep it that way if you want us to.

Question 6

Do you work with CPA firms as an outsourcing partner?

Accepted Answer

Yes — CPA firms are one of our core client groups. We prepare inside your systems and to your standards, and your team reviews and signs off.

Question 7

How do you keep our financial data secure?

Accepted Answer

We work inside your own cloud accounting systems rather than copying data out, access is granted per person, and you can review or revoke it at any time.

Question 8

What does it cost?

Accepted Answer

It depends on scope and volume, which is why the first conversation is a free consultation. Our services are priced to cost less than hiring an individual bookkeeper.

Question 9

Do I have to change accounting software?

Accepted Answer

No. We work inside the system you already use — QuickBooks, Xero or Sage — and you keep full ownership of the file and its access.

Question 10

How do you get our bank and card data?

Accepted Answer

Through the bank feeds already connected to your accounting software wherever possible, with statements uploaded for anything that does not feed. You stay in control of every connection.

Question 11

When will we receive the monthly financials?

Accepted Answer

We agree a close calendar during onboarding. Once the month's documents are in, routine work turns around within 24 hours and the close follows the agreed date.

Question 12

Which payroll providers do you work with?

Accepted Answer

ADP, Paychex, Gusto and QuickBooks Payroll most often. If you use something else, tell us on the call — the provider is rarely the limiting factor.

Question 13

Can you set up payroll for a new business?

Accepted Answer

Yes. Setup — employee records, pay schedules, direct deposit and tax settings — is part of the service.

Question 14

Who approves each pay run?

Accepted Answer

You do. Nothing is released until the payroll register has been approved by the person you nominate.

Question 15

Do you prepare returns for CPA firms on their own software?

Accepted Answer

Yes. For firm engagements we prepare inside your tax software and to your review checklist, and your reviewer signs off before anything is filed.

Question 16

Can you help with UK filings as well?

Accepted Answer

Our team includes HMRC tax filing experts and we serve clients in the UK. Tell us which returns you need on the consultation call.

Question 17

When should we start tax planning?

Accepted Answer

Before year end. Planning done in the last quarter still has options available; planning done after the year closes is mostly reporting.

Question 18

What is in a management accounts pack?

Accepted Answer

Typically a profit and loss against budget, balance sheet, cash flow and forecast, KPI dashboard and written commentary. We agree the contents with you during onboarding.

Question 19

We don't have a budget. Can you still help?

Accepted Answer

Yes — building a first budget from your historical numbers is often where this service starts.

Question 20

How soon after month end do we get it?

Accepted Answer

Once the month is closed. We agree a reporting date with you during onboarding and hold to it.

Question 21

Is advisory a separate engagement?

Accepted Answer

It can be a one-off project or part of an ongoing engagement — many clients start with bookkeeping and add advisory once the numbers are reliable.

Question 22

Can you move us to cloud accounting?

Accepted Answer

Yes. System selection, migration of historical data, integrations and training are all part of this service.

Question 23

Do you help with planning for growth or funding?

Accepted Answer

We build the financial plan and forecasts that growth and funding conversations rely on.

Question 24

How far behind is too far?

Accepted Answer

There is no such thing. We have caught up multi-year backlogs; it is a question of scope and sequence, which we set out before we start.

Question 25

How long does a cleanup take?

Accepted Answer

It depends on the number of periods and the volume of transactions. You get a scoped timeline after the initial review.

Question 26

Can you migrate us to new software at the same time?

Accepted Answer

Yes — system migration is often the cleanest point to correct historical errors.

Frequently asked questions

General

Bookkeeping & Accounting

Payroll Services

Tax Preparation & Filing

Management Accounts

Business Advisory

Cleanup & Catch-up

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