- What is the advantage of outsourcing with a virtual Bookkeeping?
At Sonrisa Bookkeping we want to save you money. When you outsource for a virtual bookkeeper you save in office space, supplies and employee benefits, just to name a few. But not only that, you will save the most valuable asset you may have in life, which is your time to focus more on doing what you love with your business or your family.
- What type of bookkeeping do we focus on?
We do the daily bookkeeping operations of your business, and give you a weekly, monthly, or quarterly report as need it. At Sonrisa Bookkeeping we pride on giving the best service possible to our clients by working with you and for you. Our price is affordable, compare to what you will pay to an inhouse bookkeeper, but it will change according to your bookkeeping needs such as frequency of service and activities.
- What are clean up work?
That is when you let your financial recordkeeping fall behind. My first step gather your financial documents for your business and schedule a file check up. I will be looking for irregular balance, set up problems, and the such. I will collect have of the payments and after the end I will collect the rest.
- How do I know Sonrisa Bookkeeping is for me?
The only way to satisfy this curiosity is taking a piece of the cake an tasting it. You will have an idea of what you can get in our interview process. If you are too worried about the price, we might not be what your business need. But if you want to change your business tactics to grow, use us for that purpose. We are not just another bookkeeper. We will provide values to help your business thrive. Sonrisa Bookkeeping will work with you.
- What are the common basic bookkeeping?
Some of the basics are the recording of your daily activities preferably daily or weekly. We reconcile your financial activities and review for accuracy and provide you with no only financial reports, but good financial feedback on how to improve your very own business.
- How do you do virtual bookkeeping ?
We work in our computer locally and send you the report when is completed. We can check your financial activities online if you authorized us with your financial institution to provide a read-only login or if you prefer to send us the documentations, it will be fine. We trust that you will provide them on a timely manner. We can communicate in person if you live locally or via Skype, Facetime, or Teamviewer to save you time.
- What software do you use?
We use QuickBook online and Xero. They are secure accounting software. We will give you details on both and you will choose the one that is more convenient.
- What if I don’t use QuickBooks or Xero?
That’s not a problem. We will guide you to convert to either one. This can be one opportunity for some innovation that can make your life less difficult.
- How do I get my documents to you?
Dropbox and Google Drive is our preferred one. We also use, email, or any other method that works for you.
- Are taxes included in the bookkeeping?
We do not do taxes or give tax advice for the moment. We do process 1099’s every January and collect W9s from your vendors.
- What apps do you work with?
Some of the apps are Bill.com, Dropbox, Stripe, Google Drive, OneDrive. We can adapt to any platform.
- When can I expect my financial reports every month?
We strive to provide your reports on the 10th for the prior month closing. If you see any delay is for needed documents, open items, and questions that needs to be answered before that month closing.
- When are my payments due?
If you are a monthly recurring client, payment is due on the 5st of every month. If you have a special clean up project, a retainer is due to begin work and the rest is collected after the work is done.
- What Methods of payments do you accept?
ACH payments, credit or debit cards
- Do you give quotes instantly?
We do not give quotes on the same day. To quote accurately, we need to do a deep analysis of your books that can take from 3 days to a week.
- What type of security do we have?
We know the importance of keeping your information secure that is why our company records are kept in a secure server encrypted using 256-bit Advanced Encryption Standard (AES). All passwords used are strong and we use two-step verification. We also have data breach coverage. The privacy of our clients is very importance to us. We won’t share your information with third parties. Any data that we come in contact with are maintained highly private. At the end of our agreement ends, we will return all files to you.