Why should I move my bookkeeping offsite?

If you are like most owners/managers, you take pride in the service or products your organization provides. You want to focus your time and energy on your organization’s goals and strategic plan. Outsourcing your bookkeeping function allows you to do exactly that.

Won‘t I lose control of my business’s finances if the books are kept by an outside service?

The short answer: No. You’ll actually have more control since you’ll have the time to review your management and financial reports, and make informed business decisions based on more than just your cash balance at the bank.

Who owns my data?

You do. And, if you ever decide to discontinue our service, you can simply download the data files back to your local computer.

How will I access my files?

At any time, from any Internet-accessible computer, you can use your own password to access your accounting records. They are always up-to-date and always accurate.

Do you have access to my bank accounts?

If you provide us with online access to your bank account, we only have access to review and download information. We cannot access your assets, nor can we sign your checks. You have control of your financial assets at all times.

Do I have to leave my current accountant to take advantage of your services?

Of course not. We are taking away the monthly financial management tasks and headaches of reconciling your checkbook, credit cards and other financial accounts. Your current accountant will be grateful for accurate data that they can really use, and clean books at the end of year at tax preparation time. Of course, if you’d like, we’d be glad to talk to you about providing business and individual tax preparation services.