FAQ | Frequently Asked Questions

Frequently Asked Questions

What are the benefits of hiring an outside company for my bookkeeping?

  • Less expensive vs. employee costs (salary, benefits, training, turnover)
  • Decreased accounting costs due to increased accuracy of books overall
  • Allows you to focus on your business

What are your fees?

Fees are based on the complexity of the account. We strive to give you the best at reasonable rates. We offer a free initial consultation, so please contact us with any inquiries or questions.

Do I have to sign a contract?

No. Most of what we do is based in trust with us and in you as a client, so we work the old fashioned way–on a handshake. If at any time you are not happy with our services, we will do our utmost to correct things or you are free to stop using our services at any time and upon the of those services rendered to that point in time.

How do I submit my documents?

You can fax them to us, send to us via email, you can send them to us on a regular basis, or you can have them sent directly to us. Any original documents received are returned to you after posting. We will work out all the details together when you first start using our services.

Does BOOKS IN BALANCE replace my current CPA?

No. If you currently have a CPA, we work with both of you as a team to make sure your interests are best looked after. We have many CPA’s and CFP’s we work with all the time. We also have associates in many financial sector’s to help assist whenever needed.

Is my information confidential?

Yes. Our number one goal is to surpass every client’s expectation with Service, Quality and Respect. Client confidentiality is guaranteed.