FAQ – Online Bookkeeping

Online bookkeeping is a virtual service where your financial records are maintained remotely using secure, cloud-based tools — without the need for in-person meetings or local software.

We securely connect to your bank, credit card, and accounting platforms (like QuickBooks or Xero), categorize transactions, reconcile accounts, and send you CPA-reviewed financials each month.

No. Everything is done through secure web-based tools. You don’t need to download or install anything — just access your reports and portal online.

You can connect accounts through our secure portal or upload files manually. Bank statements, receipts, and other documents are encrypted and handled by your assigned bookkeeping team.

You’ll get monthly profit & loss statements, balance sheets, and other custom reports within 7–10 business days of each month close.

Yes. We use encrypted bank-level security protocols, limited-access environments, and secure authentication to keep your financial data safe.

You’ll have a dedicated account manager and access to a real team by phone or email — not just automated responses.

Absolutely. We specialize in remote QuickBooks and Xero cleanup, even if your books haven’t been touched in months or years. See cleanup info

We support QuickBooks Online, QuickBooks Desktop (via remote access), and Xero. We also assist with integrations from Stripe, PayPal, Shopify, and more.

Most clients pay $150–$400/month depending on complexity. All pricing is flat-rate, with no hourly fees. See pricing