Frequently Asked Questions

Still have a question? Give us a call.

  • We record, categorize, reconcile, and report all within the QuickBooks Online platform.

  • Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.

  • We specialize in bookkeeping for real estate investors. Generalized bookkeeping will result in errors in your books.

  • You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.

  • We will log into your QuickBooks Online to determine your Average Transaction Volume (ATV). Because we use Class Tracking, there is an extra layer of work on our end.

    Every 6 months we will re-evaluate your ATV. If a price increase is warranted, you will get a 30 day written notice.

  • We communicate on a weekly basis. You tell us if you prefer a zoom meeting, a phone call, or an email.

    Our philosophy is to build a business that we love working in so you’ll find positive energy and relaxed problem solving.

I’m new…

  • Granting Accountant Access To get started, log into your QuickBooks Online account and click the Gear icon in the top right corner. Select Manage Users, then click the Accountants tab (not the standard Users tab). From there, click the Invite button and enter the email of your assigned bookkeeper. This allows our team to work securely on your books using our own professional credentials, without you ever needing to share your private login or password.

  • Average Transaction Volume (ATV) is calculated by counting all of your transactions for the last 6 months then dividing by 6.

    This will give a fair estimate of how many transactions your bookkeeper will need to record, categorize, reconcile, and report.

  • No.

    Your Monthly Fee will change if your ATV increases by more than 5% within the 6 month review. This allows us to keep up with the volume of work while respecting our employees time.

    OR

    Every January 1st, a standard Inflationary Fee of 4% will be added to the account. This allows us to keep up with the increasing costs of technology.

  • You always have the right to request a different bookkeeper within our firm.

    OR

    You can cancel with a 30 day written notice.

  • You are always welcome to email or leave a voicemail whenever you want.

    We will respond Monday - Friday from 9 am MST to 5 pm MST. Excluding holidays.

  • Adding Receipts to QuickBooks

    The easiest way to track your expenses is via the QuickBooks Online mobile app. Simply open the app, tap the Receipt Snap (or "+" icon) and take a clear photo of your receipt. QuickBooks will automatically scan the vendor, date, and amount for us to review. Alternatively, if you have digital receipts in your email, you can simply forward them to your custom QuickBooks email address, and they will appear in your "Receipts" tab instantly for our team to categorize.