The question I get asked most often is 'How exactly does it work when I hire a bookkeeper?' Here's the scoop on what it looks like to hire a bookkeeper at Tidy Books.
A good bookkeeper will have two roles
1) On the basic level, we make sure that all of your records are 100% accurate and up-to date. We will make sure every expense and all income is tracked. Everything will be ready to go for your CPA at tax time.
2) On a higher level, our role is to take that data and present it to you in a relevant way. At Tidy Books, that looks like monthly video meetings where we present big picture reports. You can be as hands off as you want to be, but still know exactly where your business stands at any time. This is our clients’ favorite part! Most people want nothing to do with the details of the numbers. But they love to see how much money they’ve made (and get to keep)!
The every day details:
On a practical level, we use Quickbooks to track all income and expenses. You will connect your bank account to Quickbooks, which automatically downloads your daily transactions. We take care of categorizing those to the correct account (i.e. equipment, office supplies, etc) and reconcile monthly to your bank statement to make sure nothing has been overlooked. We communicate very closely to make sure everything is being tracked correctly.
We can also manage receipts using a program called Hubdoc that is pretty awesome. You email receipts directly to the program and then we take care of attaching them directly in Quickbooks - it keeps things really clean in case of an audit.
Still have questions? Here are a few other commonly asked questions that might help.