Frequently Asked Questions
Contents
Pricing and plans
Your trial
Integrations and Add-ons
Accounting services
About The BookKeeping Experts and bookkeeping
The BookKeeping Experts software
Tired of doing your own books?
Pricing and plans
You are able to determine which price package best fits you based on your monthly or yearly income and transactions. If you are in need of a customized quote, we will assist you with that.
You may cancel your service at any given time. We we provide you with all your financial statements to date as needed.
We review your plan annually. If we find that your average monthly expense level has changed since your last review (either increased or decreased), we’ll let you know one month in advance before adjusting your price.
You can always request a mid-year pricing review if your bookkeeping needs suddenly change.
Nope—all our plans include monthly bookkeeping for up to 15 financial accounts. This includes bank accounts, credit cards, loans, and merchant processors.
If your business has more than 15 accounts, chat with one of our Sales Development Representatives for a custom quote.
Your trial
Your free trial includes one month of bookkeeping for up to two bank accounts and two credit cards.
Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs. On this call, we’ll connect your accounts to The Bookkeeping Experts platform and collect all data needed to complete your books.
Once we have everything set up, we’ll complete a month of your bookkeeping in 1-2 days. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.
When your financial statements are complete, we review them with you on the phone. This call is an opportunity for you to ask any further questions you may have about our service before you make a financial commitment to The Bookkeeping Experts.
Nope! We only collect your payment info if you decide to continue with our service. Your trial is 100% risk-free.
If you decide to cancel during the free 30 day trial, we’ll delete all traces of your data from our servers immediately. When it’s gone, it’s gone – so before you cancel, make sure you’ve saved all the reports you want to keep.
Our online portal allows you to export the following lists to MS Excel with one click of your mouse:
- Chart of accounts
- Customers and suppliers
- Products and services
- Employees
Integrations and Add-ons
The Bookkeeping Experts are partners of QuickBooks, therefore we work very well with any QuickBooks platforms
If you’re switching from another platform to The Bookkeeping Experts, we’ll work from your closing balances to do your bookkeeping going forward.
If you’re not sure whether your closing balances are accurate, we recommend chatting with one of our Onboarding Specialists about Catch Up bookkeeping.
We connect with Stripe, Square, Shopify, PayPal, Amazon, and others. By connecting your payment processor, all of your transactions are automatically synced to The Bookkeeping Experts.
Yes! We connect with most major banks in North America. Connecting your bank account gives your bookkeeping team access to your transaction history and account statements—nothing more.
Recommended system requirements
- Windows PC: 1 GHz computer with 256 MB of RAM running Windows XP or later
- Apple Mac: Intel-based Mac running OS X 10.5 or later
- Latest version of Internet Explorer, Firefox, Google Chrome or Safari for Mac
- High-speed internet connection (DSL, cable, T1)
Note: QuickBooks is not supported on Linux, including Ubuntu and Fedora
Internet Connection
QuickBooks Online works best with a fast broadband Internet connection.
Accounting services
We provide the majority of our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.
However, we can and do provide some clients with accrual basis bookkeeping or adjustments. With this system, revenues and expenses are recorded when they’re earned, regardless of when the money is actually received or paid.
If you’re unsure which system is right for you, talk to us. We’d be happy to develop a modified plan that suits your individual financial needs.
We do provide those services, however you’ll need to contact your bookkeeping expert on our platform, therefore they’ll be able to set up a personal plan that best fit your business needs.
Yes we can. If you sign up for our tax services we’ll prep and file your taxes for you.
If you have a CPA, we’ll work with them directly. We can even give your CPA their own login, so you don’t have to worry about emailing back and forth or sending them your files
Our accounting department is able to provide accounting and financial advice to those who are in need of that service. This are all trained and certified accountants.
About The BookKeeping Experts and bookkeeping
Bookkeeping gives you a crystal clear picture of where your money is coming (and going.) When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions.
Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.
Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant.
Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper (or send them an in-app message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.
Once we receive all of your documents, we’ll complete your bookkeeping for the month within 15 business days. This gives us enough time to make any necessary adjustments before the end of the month.
Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.
We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.
Yep! You can add any amount of Catch Up bookkeeping to a standard Bookkeeping Experts plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.
This depends on how many months of Catch Up bookkeeping you need, but typically it takes us about 2-4 weeks to complete one year’s worth of overdue bookkeeping.
Bookkeeping is the process of recording daily transactions in a consistent way, and is a key component to building a financially successful business. Bookkeepers take care of the day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.
Accounting is a high-level process that uses financial information compiled by a bookkeeper or business owner, and produces financial models using that information.
All of our bookkeepers work out of our Lake Worth, Florida headquarters. We don’t outsource your bookkeeping, and we never will.
The Bookkeeping Experts bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.
We’ve been in business since 2014.
We serve thousands of small business owners across the United States. You can find real reviews from over 100 Bookkeeping Experts clients here .
