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Frequently Asked Questions


1. Can I pay by credit card, debit card, PayPal, epayment or check?
2. Why do you normally recommend online accounting?
3. What is QuickBooks Online and what is a Certified QuickBooks ProAdvisor®, a Certified Enterprise ProAdvisor®, and a Certified QuickBooks Online ProAdvisor®?
4. What Xero and what is a Xero Certified Advisor?
5. What FreshBooks and what is a FreshBooks Certified Accountant?
6. What is the best way to reach my accountant?
7. What if I need troubleshooting or operational consulting services?
8. How do you work with me if I have a QuickBooks Desktop program?
9. Do I have to create an Accountant's Copy for you if I have QuickBooks Online?
10. What if need w-2 employee payroll for the Basic or Essentials service?




Answers


Q1: Can I pay by credit card, debit card, PayPal, epayment or check?

A1: Yes. Our clients like to pay by credit card to earn additional rewards from their credit card provider. We provide them different convenient payment options - paying via the credit card/debit card link in the invoice, by check, by credit/debit card, or PayPal.

1. Click Pay Now to go to the PayPal site.
2. Enter your Invoice Numberin the Description and Invoice Amount in the Item Price.

An easy way to pay your invoice!
 



Thank you for paying promptly!

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Q2: Why do you normally recommend online accounting?

A2: As a general rule, we recommend cloud based, online accounting to our clients. We learn about their workflow, the way they do business, and recommend the best solutions for them. We usually recommend online accounting, because it is the fastest growing area of accounting software and the future of small business accounting software. There are many time and money saving benefits, including:

1. Anytime, Anywhere, Any device Access - it provides you and your team access to your business data from anywhere, anytime from multiple types of devices (computer, iPad, iPhone or Android). It increases productivity, since you can work online at the same time we review the data, without stops in the work flow.

2. Saves Time and Money - online accounting reduces the amount of time entering data, since information can be feed from banks and credit card companies and third party software information can be imported into your accounting software. Sharing your data with us online allows us to support you remotely, without going through a longer work flow process with multiple steps  to create, backup and transport data files back and forth, and without waiting until the next scheduled appointment.

3. Pay As You Go, Scalable IT Solution - online accounting materially reduces the upfront and periodic capital costs of an internal IT system. The cyclic cost of investing in new servers, network hardware, network and desktop user software licenses, and ongoing cost of IT maintenance and support services to keep systems functioning properly online, without business damaging service interruptions, are minimized in cloud computing. The software-as-a-service (SaaS) online accounting providers take on all these capital intensive IT costs and important responsibilities, and provides instant online accounting scalability on a pay as you go, location independent model.

4. Higher Data Security at a Lower Cost - QuickBooks Online, Xero, FreshBooks - the  data centers have security infrastructures that are stronger and more secure than what most small businesses can provide and afford (firewalls, intrusion detection technology, audits, security systems and 24/7 on-site personnel). For QuickBooks Online, the data encryption is the same data-encryption technology that leading banks use. QuickBooks Online is a VeriSignTM Secured product. Xero uses Entrust and GTE Cybertrust to encrypt data.  FreshBooks uses 256-bit SSL data encryption.

5. Automatic Backup and Software Upgrades - eliminates human error in forgetting to back-up your company's data, and the time and cost to upgrade your desktop/server accounting software versions periodically. Your data syncs and is updated automatically across all your devices; your data is backed up automatically and the software is always the latest version and release.

Schedule a free consultation with us so we can find out more about your accounting needs and can tailor the correct solution for you and your business.

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Q3: What is QuickBooks Online and what is a Certified QuickBooks ProAdvisor®, a Certified Enterprise ProAdvisor® and a Certified QuickBooks Online ProAdvisor®?

A3: QuickBooks Online is a full-featured online accounting software package with over 2.2 million businesses using it. QuickBooks desktop/server software is the most popular accounting software for small businesses with over 5.2 million using it.

Certified QuickBooks ProAdvisors® are accounting professionals, professional bookkeepers and small business advisors that have passed Intuit's certification examination for desktop versions of QuickBooks accounting software. Certified QuickBooks Enterprise ProAdvisors® have passed Intuit's certification examination for Enterprise versions of QuickBooks accounting software. Certified QuickBooks Online ProAdvisors® have passed Intuit's annual certification examination for cloud based, online versions of QuickBooks accounting software.

Schedule a free consultation with us so we can find out more about your accounting needs and can tailor the correct solution for you and your business.

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Q4: What is Xero and what is a Xero Certified Advisor?

A4: Xero is a complete cloud accounting software package with over 1.5 million businesses using it. It can work with over 300 third party applications that can increase its business functionality greatly.

Xero Certified Advisors are accounting professionals, professional bookkeepers and small business advisors that have passed Xero's annual certification examination and can help small businesses with Xero accounting software.

Schedule a free consultation with us so we can find out more about your accounting needs and can tailor the correct solution for you and your business.

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Q5: What is FreshBooks and what is a Freshbooks Certified Accountant?

A5: FreshBooks is a full-featured online invoicing, time tracking and expense tracking program for small businesses, with over 10 million users. It is a great fit for small service businesses who primarily need time tracking and billing for services. FreshBooks can be used separately or as a third party add-on program to QuickBooks Online and Xero. The data can be exported to a full accounting system like QuickBooks Online or Xero.

FreshBooks Certified Accountant are accounting professionals, professional bookkeepers and small business advisors that have been trained in FreshBooks and can help small businesses with the other accounting functions that a business needs.

Schedule a free consultation with us so we can find out more about your accounting needs and can tailor the correct solution for you and your business.

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Q6: What is the best way to reach my accountant?

A6: The best way is via email. We will respond to your question as soon as we can, by the next business day at the latest.

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Q7: What if I need troubleshooting or operational consulting services?

A7: Troubleshooting services and operational consulting services are available on a hourly basis. Large projects require a 50% retainer based on estimated time.

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Q8: How do you work with me if I have a Quickbooks Desktop Program?/font

A8: We can work remotely via programs such as TeamViewer, GoToMyPC, Remote Desktop, etc, but the computer that the program is installed will not be usable while we are actively connected to it. We can also trade files via Box.com - we work on the file and provide the month end reports and upload a copy of the file to Box.com for download, but that normally requires you not to work on the file while we have it.

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Q9: Do I have to create an Accountant's Copy for you if I have QuickBooks Online?

A9: If you are a QuickBooks Online client, you do not have to go through either method of transferring files! QuickBooks Online allows us to support you remotely online.

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Q10: What if I need w-2 employee payroll for the Basic or Essentials service?

A10: We can add payroll (twice a month) for $75 per month (up to 4 employees).

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