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FAQ
Frequently asked questions
How long does it take to get started?
Fill out your contact information and we’ll reach out to you shortly. We’ll set up the first appointment where we will dive into your bookkeeping situation and answer any questions. We’ll kick off the plan that works best for you.
Do I get a dedicated representative?
Yes, our goal is to make things simple: you communicate with one expert but get the expertise of a seasoned team. You and your team will interact with one dedicated Blue Collar Back Office expert who leverages our diverse team as opportunities, questions or exciting once-in-a-business-lifetime opportunities arise.
Will you have access to my bank accounts?
No. While we will have access to your books to provide you with vital services like bank reconciliation, AP & AR – all final authority for the deposit or withdrawal of funds from your account will be in your hands. We will not have access to your online bank accounts or physical checks, etc.
Do we take over the roll of your CPA?
No. It is best practice to maintain the services of your CPA. We specialize in keeping your financial information organized while working directly with your CPA and minimizing the high cost of their monthly or year-end bills.
How do you get my paperwork (bills, bank statements, etc)?
There is no one right way to do things, but there is a right way for you. We have customers with different needs and one of the benefits to using us is that we can work with you to figure out the best way to meet your needs.
How will you access my books?
Utilizing QuickBooks online accounting program, we will have access to all of your bookkeeping information.
Do you file or prepare my taxes?
No. It is best practice to maintain the services of your CPA. We will prepare reports from QuickBooks so that you can furnish them to your CPA.
Do you share my information?
Your privacy is of the utmost importance. We will not divulge or authorize anyone to divulge any information or knowledge acquired to any other individuals or entities.
Is there a long-term contract?
We bill by a pre-determined set hourly amount and only for services provided with no retainer charges. We don’t believe in locking you into a long-term contract. We will adjust our services as your preferences or business needs change. Cancel at any time and pay for only the services we have provided.
What are your rates?
We provide a comprehensive office management solution without the long-term commitment or price tag associated with an accountant, secretary, and bookkeeper. Our free estimate includes options for various levels of assistance, by the hour or on a set schedule in 3, 6, or 12-month options, as well as a consultation on our services. We look forward to assessing your books and developing a financial plan to help you manage and grow your business
Have more questions?
No worries, just reach out to us here and we’ll be glad to walk you through the process.
How do you access my bookkeeping records?
As certified QuickBooks ProAdvisors, our team is specifically trained to work efficiently within QuickBooks Online. We securely connect to your accounts remotely, allowing us to manage your financials in real time. This QuickBooks ProAdvisor expertise ensures that we work in a true partnership with you and your accountant, providing everyone with secure, accurate, and up-to-the-minute financial data.
How do you collect bookkeeping documents and bank statements?
We offer flexible and secure bookkeeping services designed to make document collection effortless. Whether you prefer using shared folders or encrypted client site transfers, we adapt to your preferred workflow. Our goal is to streamline the document-sharing process, ensuring your ongoing bookkeeping services remain smooth, organized, and stress-free.
How much do bookkeeping and back office services cost?
We provide affordable and scalable bookkeeping services for small business owners and contractors. To keep things simple, we don’t require long-term contracts; you only stay with us as long as you find value in our work. Every partnership begins with a consultation to assess your books, allowing us to tailor a service level that drives your business forward without breaking your budget.
What is bookkeeping and why does my business need it?
Professional bookkeeping services involve the systematic recording, organizing, and filing of every financial transaction. Accurate bookkeeping is the backbone of any healthy company, as it provides the clarity needed for financial statements and long-term scaling. By utilizing expert bookkeeping services, you can stop making decisions based on assumptions and start leading with a clear understanding of your cash flow and profits.
Can bookkeeping be done remotely?
Absolutely. Our remote bookkeeping services are both highly effective and incredibly secure. By leveraging QuickBooks Online, encrypted portals, and protected file-sharing tools, we provide high-level back-office support without the need for face-to-face meetings. This modern approach to bookkeeping services saves you time and increases operational efficiency while keeping your data private.
Do I need to clean up my books before you can help?
Not at all. We specialize in bookkeeping cleanup services for businesses with unorganized or overdue records. Whether your books are a few months behind or haven’t been touched in years, our bookkeeping cleanup services will get your accounts straightened out and caught up. Once we’ve established a clean baseline, we transition into monthly maintenance to keep your finances organized moving forward.
How do I get help if I don’t understand my financial reports?
Our financial reporting services go beyond just delivering numbers; we ensure you actually understand them. If you are ever confused by a report, our team is available to break down the data into plain English. We explain your profit, costs, and cash flow in a way that gives you the confidence to make informed management decisions.
What is bookkeeping and why is it important for small businesses?
Comprehensive bookkeeping services for small businesses involve tracking all income, expenses, and invoicing to maintain a clear financial picture. For a growing company, accurate bookkeeping is indispensable for managing cash flow, staying tax-ready, and monitoring profitability. We provide the financial insights small business owners need to ensure sustainable, long-term growth.
Do you work with contractors and service-based businesses?
Yes, we specialize in bookkeeping services for contractors, including plumbing, construction, HVAC, and other trade-related industries. We understand the specific challenges of the trades, such as job-cost tracking and complex expense reporting. Our bookkeeping services and back-office solutions are purpose-built to help service-based businesses stay profitable and organized.
How does Blue Collar Back Office keep my data secure?
Providing secure back office support for small businesses is our top priority. We protect your data by using industry-leading tools like QuickBooks Online and Google Business Suite, combined with encrypted client portals and strict access privileges. When you choose our back office support for small businesses, you can rest assured that your financial data is handled with the highest standards of digital security.
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