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Working Together

It's as easy as 1, 2, 3

Well Accounted Bookkeeping is a remote bookkeeping service.

Headquartered in California, I work with clients in locations all across the United States.

Before we work together

Every business is unique. That’s why I use a detailed intake form to ensure that we discuss everything that is important to our working relationship to get started on the right track. Before we decide to work together, we meet to discuss all your concerns and ensure this will be a mutually beneficial relationship. Once you decide to become a client, we begin with step one, onboarding. 

01

Onboarding + Kickoff

Once you officially sign on as a client (yay!), we’ll start with a Kickoff Call, where we’ll set up everything for me to take over your bookkeeping! Together, we'll ensure that your financial setup supports your current business needs and future growth. If your business transactions are mixed with your personal bank accounts, we’ll work together (you’ll find the transactions and I’ll organize them) to sort them out. We’ll also make sure that I have view-only access to your Stripe, PayPal, and bank accounts. And, we’ll set your business up in your preferred accounting software, QuickBooks Online or Xero!

02

Monthly Happenings

You can expect an email around the 1st of each month to review how your transactions have been categorized and questions about unfamiliar transactions. That’s a normal part of the process! Monthly financial reporting will be delivered no later than the 15th day of the following month. (So, June bookkeeping reports will be delivered by July 15th!)

03

Ongoing Support

We are here to support you every step of the way. We'll track your financial transactions, provide you with monthly and year-end financial reports for tax purposes, and offer insights that can drive strategic decisions in your business. We'll also schedule video meetings as often as you need, offering support tailored to your requirements, whether it's weekly check-ins or quarterly deep dives. You can also email your one-off questions that come up from time to time.

Services

Monthly Bookkeeping

For a hands-off approach to your books

  • Monthly income and expense categorization

  • Monthly bank reconciliation

  • Monthly financial reports

  • Email/phone/meeting support

Quarterly Review

Do your own books with accuracy oversight

  • Quarterly income and expense categorization review

  • Quarterly bank reconciliation review

  • Quarterly financial reports

  • Email/phone/meeting support

Annual Review

Do your own books with accuracy oversight for tax time

  • Yearly income and expense categorization review

  • Yearly bank reconciliation review

  • Yearly financial reports

  • Email/phone/meeting support

Bookkeeping Set-Up

Have your books set up right from the start

  • Xero or QuickBooks Online set-up

  • Accurate chart of accounts

  • Walkthrough of transaction categorization and financial reports

Bookkeeping Clean-Up

Have your books cleaned up before tax time

Benefits of Well Accounted Bookkeeing

Gain a comprehensive view of your finances, empowering you to make informed decisions.

Maintain control over your financial fitness without the hassle of day-to-day transaction tracking.

Enjoy peace of mind knowing that your finances are meticulously managed by an ethical bookkeeper who understands your journey.

Pricing Transparency

Our pricing is straightforward and transparent. All services are offered at $65 per hour, with no minimum monthly hours required. The actual hours needed may vary based on factors like transaction volume, meeting frequency, and special project requirements.

Well Accounted Bookkeeping is not just a service; it's your partner in achieving financial fitness and business success. Let's embark on this journey together and unlock the full potential of your business.

How to Get Started

Simply contact us and we'll take it from there!

FAQ

FAQ

  • Will I need to pay for bookkeeping software?
    Yes, you’ll need to pay for your bookkeeping software. Programs I support are Xero and QuickBooks Online. If you are already set up in another program, ask me if I can accommodate that platform.
  • Do I need to know how to use my bookkeeping software to use this bookkeeping service?
    Nope. I’ll set up your account for you and then run things month to month.
  • Do I need to have all my business bank accounts set up before I start working with you?
    No, but it is a top priority in the onboarding process. As soon as possible my clients need to have business banking set up and all business transactions occurring in those accounts. I recommend using Relay because they offer bookkeeper account access.
  • What are the typical bookkeeping services Well Accounting Bookkeeping provides?
    Ongoing Services · Accounts receivable (invoicing) · Accounts payable (bill pay) · Bank and credit card reconciliation · Budgets · Categorization · Financial reporting · Financial projections · Monthly support video calls Ad Hoc Services · Historical/Ledger clean up · Catch up retroactive bookkeeping · Bank loan prep, personal/business budgets and forecasting · QuickBooks Online setup and training · Converting to QuickBooks Online · Custom financial reports
  • Will you do my bookkeeping if I carry inventory and sell physical products?
    Well Accounted Bookkeeping works primarily with service-based business. Businesses with inventory will be considered on a case-by-case basis.
  • How will you know how to categorize my business expenses?
    With my experience in categorizing hundreds of thousands of transactions, categorizing your expenses and income comes naturally to me. However, I believe in transparency and collaboration, which is why I confirm my work with you each month through a brief email exchange. This process ensures that both of us have a clear understanding of your financials and that everything is as close to perfect as possible. Your input and feedback are invaluable, allowing us to fine-tune our categorization and ensure accuracy in your financial records.
  • How will I know which expenses qualify as “business” and which are strictly personal?
    When it comes to the "deductibility" of expenses, I defer to your tax professional as the ultimate authority in this matter. My role is to empower you by tracking every detail meticulously. This ensures that you and your tax pro can easily make adjustments based on your specific tax strategy, making tax time a breeze. Here's my rule of thumb: If you're making a purchase with the intent to grow and support your business, use a dedicated business bank account or credit card. This not only simplifies tracking but also aligns with best practices for financial management. In the event that your tax professional determines that certain expenses don't "count," rest assured, it's no big deal. I'll make the necessary adjustments to your business financials seamlessly, allowing you to stay focused on what matters most—building and nurturing your business.
  • What happens at tax time? What am I supposed to get from you in order to get my taxes done?
    As we approach the early part of January, my focus shifts to completing your bookkeeping for the entire year. I'll carefully package up your reports and send them directly to you, ready for your tax professional's review. If your tax professional has any questions or needs clarification on specific details, you can easily connect them with me. I'm here to ensure a seamless and smooth process, making sure all your financial information is accurately presented and readily available for tax purposes. Together, we'll navigate tax season with ease, allowing you to focus on your business while I handle the intricate details of your bookkeeping.
  • I already have my business financials in another accounting software you don't support. Will I have to move over?
    Yes, you will need to move to an accounting service I support such as QuickBooks Online or Xero. But, you will not need to migrate your data over, you just need to export your data from your current software to safely store/archive your historical data in the event you need to refer to it later.
  • What happens if I leave your service and/or want to move into a different accounting software?
    I’ll package up your data in a simple spreadsheet, which will make it easy for your new bookkeeper to import it into many other accounting tools. Or you can simply store your data and make a clean start with your new bookkeeper in the platform of their choosing.
  • Will my accountant work with the reports you provide?
    Yes, the reports I provide should do the job. If your accountant wants to make small adjustments to how I present the information, I’m happy to do so.
  • How will I get support?
    Reaching out for support is simple—all it takes is sending me an email. If you have an urgent request, just include "URGENT" in the subject line, and I'll prioritize it for immediate attention. Most inquiries will receive a response within a day or two, ensuring that you receive the assistance you need promptly.
  • What if I use a tool like Freshbooks to invoice my clients? Will I have to stop using my current tools?
    No, you don’t have to stop using your preferred tools for invoicing or processing your client payments. If you use a tool we’ve never dealt with (which is unlikely), we’ll learn how to get the data we need from it so you can carry on as usual.
  • When do you deliver my monthly financial reports?
    We will have your financial reports delivered by the 15th of every month so that you can make informed business decisions.
  • What if my books are behind schedule or need a clean-up?
    No need to stress about it. We're here to assist in tidying up any messy transactions or inaccurate records from your past. We'll delve into the specifics as needed for your particular situation.
  • Do I have to wait for the beginning of a new year to start working with you?
    Nope. We can start at any time of the year. We'll just need to get some things set up to make sure we start off on the right track.
  • What happens if I already have a bookkeeping system in place but it's behind or messy?
    We'll kick things off with a bookkeeping catch-up, diving into your records from January of the current year. This process involves categorizing all your business transactions, resulting in super clean and accurate data. Not only does this benefit your tax reporting, but as the CEO of your business, these numbers are crucial for making strategic decisions.
  • Am I locked in to working with you for a certain amount of time?
    Of course not! Our priority is always to serve you, and we would never want to retain clients longer than necessary or desired. You have the flexibility to cancel your contract at any time, reflecting our commitment to ensuring your satisfaction and providing a hassle-free experience.
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