FAQ - Bottom Line Bookkeeping

1. What is required of me?

We love it when our clients show an interest in their finances and a commitment to maximizing their profit, all we ask is that you are engaged in the process and are ready to take action to maximize your profit.

1a. What if my books aren't in order?

No problem. We start with putting out the fires getting your books in order. Then we get you started on the Better BottomLine Plan.

2. How does the Better BottomLine Plan help my business?

Understanding whether your finances are accurate is critical for smart decision-making as a business owner. When we have a clear picture of your starting point, we will be able to correctly allocate all possible expenses to minimize tax obligations, maximize returns and grow your profits.

3. How much does it cost?

The investment in our services depends on a variety of factors such as: the frequency of services required, the level of activity and the complexity of your needs. Contact us to learn more about our rates for standard bookkeeping and our Better BottomLine Plan.

4. What do I need to provide to you?

This depends on the type of service requested. At minimum, we need your prior year-end Trial Balance Report, Balance Sheet, Income Statement and Tax Return to get started.

5. How do I get my documents to you?

Email is our preferred method, however we also use Google Drive, OneDrive, SmartVault-client portal and snail mail 😉

We use the most secure platforms available and respect your privacy.

6. What is Profit First?

PROFITABILITY IS A FAR BETTER MEASURE OF BUSINESS SUCCESS THAN TOTAL REVENUE. Profit First is a system for maximizing your profit by changing how businesses think about their bottom line. Learn more.

7. How do we start working with you?

Contact us through your preferred method and we will get a discovery call scheduled to see if you qualify.