FAQs — Right On Time Financials

Question 1

How do I get started?

Accepted Answer

Getting started is easy — just book a free consultation. We'll talk through your business, your current bookkeeping situation, and what you need. From there, we'll recommend the right service and get you set up.

Question 2

What do I need to provide to get started?

Accepted Answer

To get started, we'll need access to your bank and credit card statements, your QuickBooks Online account (or we can set one up for you), and any existing financial records you have. We'll walk you through everything during your consultation.

Question 3

Do you work with businesses in all industries?

Accepted Answer

Yes! We work with small businesses and entrepreneurs across a wide range of industries — including service-based businesses, healthcare and wellness, beauty professionals, restaurants, consultants, coaches, contractors, and more.

Question 4

Do you work with businesses outside of your local area?

Accepted Answer

Absolutely. We work with clients virtually, so we can support your business no matter where you're located.

Question 5

What bookkeeping software do you use?

Accepted Answer

We work in QuickBooks Online. If you don't already have a QuickBooks account, we can help you get set up. If you're using a different platform, contact us and we'll discuss your options.

Question 6

How often will I hear from you?

Accepted Answer

You'll receive your monthly financial reports and a summary of your books each month. We're also available to answer questions and address any concerns throughout the month.

Question 7

What if I'm behind on my bookkeeping?

Accepted Answer

No problem — that's exactly what our Cleanup & Catch-Up service is for. We'll get your books organized and up to date, no matter how far behind you are. Once your books are caught up, we can transition you into our monthly bookkeeping service.

Question 8

Do you also do taxes?

Accepted Answer

Yes! In addition to bookkeeping, we offer business tax preparation (including S-Corporation filings), tax planning, and trust returns. Having your bookkeeping and taxes handled by the same firm makes the process much smoother.

Question 9

How is pricing determined?

Accepted Answer

Pricing is based on your monthly transaction volume, number of accounts, and the complexity of your bookkeeping needs. We'll review your business during your free consultation and recommend the right package for you.

Question 10

Do I have to sign a long-term contract?

Accepted Answer

No long-term contracts required. We work on a month-to-month basis. That said, most of our clients stay with us long-term because of the value and peace of mind we provide.

Question 11

What does the Cleanup & Catch-Up service cost?

Accepted Answer

Cleanup services start with a bookkeeping assessment starting at  $549. Final pricing depends on the number of months needing cleanup, your transaction volume, and the complexity of your records. We'll provide a custom quote after your free consultation.

Question 12

Can I upgrade my package if my business grows?

Accepted Answer

Absolutely. You can upgrade your package at any time as your business grows and your bookkeeping needs increase. We'll make the transition seamless.

Question 13

How do you keep my financial information secure?

Accepted Answer

We take the security and confidentiality of your financial information very seriously. We use secure, encrypted portals for document sharing and follow strict data security protocols to protect your information.

Question 14

Who will have access to my financial records?

Accepted Answer

Only authorized members of our team who are directly working on your account will have access to your financial records. We maintain strict confidentiality standards.

Frequently Asked Questions

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