General Business FAQs
- What services do you offer?
- Bookkeeping, payroll, accounts payable/receivable, reconciliations, financial reporting, tax preparation support, etc.
- What types of businesses do you work with?
- Small businesses, freelancers, startups, contractors, service providers, etc.
- Do you work with clients remotely?
- Yes after we have esetablised a mutual trust
- How do you charge for your services?
- I have estabulished several packages, billing is billed monthly depending on the package that works best for you.
- How do I share my financial documents with you?
- Secure portal, cloud drive, email, etc.
- How often will I receive financial reports?
- Weekly, monthly, quarterly – depending on the package.
- How quickly do you respond to questions?
- Your communication policy, typical response time.
- Will you work with my CPA or tax preparer?
- Yes — collaboration to ensure smooth tax filings.
- Can you help me set up my bookkeeping system from scratch?
- For new businesses that need guidance.
- Is my financial data secure?
- Explain encryption, password protection, confidentiality policy.
- Do you sign NDAs or confidentiality agreements?
- Show professionalism and client trustworthiness.
- Are you insured or certified?
- Any professional licenses, insurance, or certifications you hold.
- What makes your services different from DIY software like QuickBooks or Wave?
- Highlight accuracy, time savings, stress reduction, and expertise.
- How do I get started with your services?
- Discovery call → Proposal → Engagement letter → Onboarding.
- What information do I need to provide you when we start?
- Bank statements, invoices, receipts, payroll records, etc.
- Do you offer a free consultation?
- Yes/No — explain how you evaluate client needs first.
- Can you clean up old or messy books?
- Yes — describe process
Process & Communication FAQs
Trust & Compliance FAQs
Onboarding & Getting Started FAQs