Frequently Asked Questions
You've got questions. We've got answers.
HOW WILL YOU ACCESS OUR FINANCIAL INFORMATION?
This is really up to you. You can choose to send us your statements or provide us separate, read-only access to your online banking.
WHAT KINDS OF DOCUMENTS AND FINANCIAL REPORTS DO YOU PROVIDE?
Each month you will receive an income statement and balance sheet for your review. If you have requested for custom reports, you will receive them based on the frequency agreed upon during setup.
HOW DO YOU KEEP MY BUSINESS INFORMATION SECURE?
As a business of our own, we understand how important it is to keep sensitive financial information private. We share and store files using our Client Portal that uses encyption technology, so you can rest assured that your sensitive information is secure with us.
CAN YOU FILE MY TAXES?
No, we do not file any tax returns. But there are so many other things we can help you with. Learn more about our services.
DO YOU OFFER DIFFERENT BOOKKEEPING PACKAGES?
Yes! Our packages are based on the number of accounts and transactions you have. During our first meeting, we'll work together to see what fits best for your business.
WHAT ARE YOUR BOOKKEEPING QUALIFICATIONS?
Our team is led by Giana Pangelinan. She has a bachelor's degree in Accounting from the University of San Francisco and a Professional Master of Business Administration from the University of Guam. She has over a decade of experience working with accounting teams for companies of all sizes. Our team is dedicated to providing our clients with exceptional service and are committed to helping them achieve their goals.
WHY SHOULD I OUTSOURCE BOOKKEEPING?
When you outsource your bookkeeping, you have more time to focus on operating and promoting your business. We handle the day-to-day accounting so you can concentrate on growing your business.
WHAT SOFTWARE PLATFORMS DO YOU USE?
We use QuickBooks Online. Ask us about our special discounted pricing!
