Bookkeeping is the systematic recording of financial transactions (income, expenses, sales, purchases) to maintain accurate and up-to-date financial records. It's crucial for understanding your business's financial health, making informed decisions, complying with tax regulations, and planning for the future.

We believe in providing exactly what your business requires. That's why our pricing is based on custom packages, ensuring you get all the services you need without paying for anything extra.

• Intuit employs advanced security measures like encryption (128-bit SSL) and firewall protection to secure your financial data.
• They continuously monitor service performance and implement threat detection tools to identify and mitigate potential risks. 

• Encryption: QuickBooks Online encrypts your data both while it's being transmitted (in transit) and while it's stored on their servers (at rest). This ensures that your data remains unreadable even if intercepted or accessed without authorization.
• Multi-Factor Authentication (MFA): This adds an extra layer of security beyond just a password, requiring users to provide multiple forms of identification before accessing data.
• User Permissions and Access Controls: QuickBooks Online allows you to control who accesses your data and what they can see and do. You can assign specific roles and permissions to limit access based on job responsibilities.
• Activity Logs and Audit Trails: QuickBooks Online maintains detailed records of user actions, including logins and data modifications. This provides an audit trail to track changes and maintain accountability.
• Secure Data Centers: Intuit, the company behind QuickBooks, stores data in secure data centers with physical security measures and strict access controls.
• Regular Data Backups: Intuit performs regular backups of QuickBooks Online data to prevent data loss in case of system failures, disasters, or cyber-attacks.
• Data Redundancy: QuickBooks Online utilizes data redundancy across multiple servers and locations to ensure high availability and fault tolerance, meaning even if one server goes down, your data should still be accessible. 

• Set Appropriate User Roles and Permissions: When inviting a bookkeeper to your QuickBooks Online account, utilize the user permission features to limit their access to only the areas they need for their work. For instance, consider using a Standard User role rather than giving full Company Admin access.
• Review Contracts and Confidentiality: Ensure the service contract with your bookkeeper includes provisions for protecting your confidentiality and outlines procedures for the return of records if the relationship ends.
• Consider Disconnecting Bank Feeds: If you have security concerns, you can choose to disconnect bank feeds and manually import bank transactions, although this might limit the bookkeeper's ability to process vendor payments and reconcile accounts. 

Absolutely! That's what we do. We can set up your QuickBooks account and provide you a substantial discount on QuickBooks services. Many businesses, especially those that are new or growing, often have messy or incomplete financial records. We will sort through that backlog and ensure accuracy for both historical and current data, which provides immense relief and clarity to business owners.

That depends on what you're looking for. We will customize your plan for you, including what you want us to handle and nothing you don't. As a guideline, see the packages below.