FAQ

Questions about working together?

We understand that choosing your bookkeeping and advisory firm is a big decision. That’s why we’ve put together answers to some of the most common questions we encounter.

Don’t see your question? Fill out our contact form HERE for our fastest response time.

Services

  • You can find information on our services and packages HERE.

  • We’d love to connect and discuss your needs. You can send us a message or schedule a Discovery Call.

  • Our rates vary depending on your business’ needs. Check out our packages HERE.

  • Professional bookkeeping and advisory services cover your business in a variety of ways, from ensuring accurate financial records, to aiding in better decision-making, to helping you maintain compliance, to helping you plan/prepare for future growth.

Communication

  • While our HQ is physically located in the Kansas City metro, we operate as a virtual office and work with clients throughout the United States! Even our team is spread across the country.

  • Due to the flexible nature of virtual bookkeeping and advisory work, and that our team members work within different time zones, work hours vary. However, we operate Monday-Thursday between 9-4pm CST, to address emails, phone calls, and hold client meetings.

  • If you are not a client of ours yet, you may contact us HERE.

    If you are a client of ours, please reach out through your Client Portal.

  • You can expect a response within 24-48 hours. We pride ourselves in our communication. We will always respond to let you know we received your email and will address it soon.

Financial

  • Yes. We exclusively work with QuickBooks Online. If you have a current subscription, great! If you do not currently have a subscription, we will assist you with getting started or migrated over. We highly recommend the Essentials or Plus plan.

  • We provide financial reports monthly. However, depending on your tier of service, we will also meet with you quarterly. Check out our packages HERE for more information.

  • We meet via Zoom to review your financials, discuss trends, potential improvements, decisions you are considering, etc. These meetings are incredibly valuable to your business growth! Check out our packages HERE for more information.

  • Our bookkeeping team will need accountant access to your business bank and credit card accounts in order to efficiently complete your financials. Many banks allow for accountant (read-only) access to online bank accounts. Our team will also need accountant access to any industry-specific software you use which holds financial data to enable us to pull key data (ie, JobTread, etc). This helps us keep our work efficient and effective. 

  • All client passwords are kept safe through LastPass, and all client documents are kept safe with password–protected folders. The software that we use within our firm is SOC 2 compliant.

Logistics

  • Nope! No contract is required. However, there are no partial month refunds. We do request 30 days’ notice should you ever need to cancel services.

  • Yes, an engagement letter is required. Once your bookkeeping needs are assessed, a signed engagement letter begins services with us.

  • We process ACH payments on the 1st of each month for the current period closing.

  • We do offer payment plans when engaging our firm for catchup or cleanup services, whereby we either bring your accounting file up-to-date or correct historic transactions for a period of time.

  • Check out our processes HERE.

  • Well congrats to you for taking that step! You sign our Engagement letter, we process your first invoice, and you begin the onboarding process with our firm. This includes setting up/revising your QuickBooks file, obtaining accountant access to your bank/credit card accounts/software, and establishing workflows for any additional services you select. Then we get to work ASAP. We love the opportunity to serve our new clients well!

  • We are a virtual bookkeeping and advisory firm only. This is a benefit to you because it cuts down on your business’ overhead costs!

  • Hiring a virtual bookkeeping and advisory firm cuts down on your business’ overhead costs. You do not have to pay wages or payroll taxes. There are no sick or vacation days to monitor. You do not have to provide health insurance, pay Workers’ comp, or spend your time training someone in-house. We provide you with a flat-rate, value-based package based upon your business’ needs. It’s as simple as that. 

Qualifications

  • Many of our team members are certified bookkeepers and receive thorough training in-house. With our core value of ‘Always Improving’, we pride ourselves on our continuing education and network of other professionals. You can rest assured that you are working with the highest quality professionals. If there is ever a question we have not seen before, we have many resources available to us.

I’m ready to discuss my needs!

  • We can’t wait to meet you! Book a Discovery Call with us HERE.

Get started with Solt Bookkeeping & Advisory

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