Frequently Asked Questions
What kind of clients do you serve?
We offer bookkeeping solutions to small and mid-size businesses at various stages of their development, whether the business is pre-launch, start-up, or established and growing.
Where are you located?
I live in Wilton, Maine. However I serve clients across the U.S.
Do you prepare taxes?
No, I do not prepare taxes. When your books are maintained accurately during the year, any tax professional can prepare your business return.
How much do you charge?
Our initial discovery call to determine whether we will be a good fit is free. Following that, we require that all new clients undergo a one-time paid diagnostic review. We offer fixed monthly rates based on business activity and complexity. We believe that no one should pay for services that they don’t need. Hourly rates can also be offered in certain instances.
What is the process of becoming a client?
During your initial free discovery call, we will determine whether we are a good fit for one another, and we can determine whether we understand your business and will be able to provide you with the best possible support. Next, all new clients are required to undergo a paid diagnostic review. This review entails a thorough investigation into your business and will enable us to create a customized plan for your business. Regardless of whether or not you decide to move forward with the onboarding process at this point, you will receive a detailed report of our findings and recommendations. If you do decide that you wish to engage with our services, formal onboarding will begin.
How frequently do we need to interact each month?
Once you have been onboarded and we are familiar with your business, we will need only that your documents be uploaded each month (receipts, bank statements, etc.). We may need to reach out to you for further clarification regarding certain transactions. Have questions during the month? We try to make ourselves accessible for questions at any time via phone, email, or video conference and will get back to you within 24 hours.
What kind of accounting software do you use?
At this time, we utilize Quick Books Online, Xero, and Wave accounting software.
How often do you do my bookkeeping?
You can hire The Teamworkers to do weekly, monthly, or quarterly bookkeeping. We look forward to meeting with you to assess your bookkeeping needs.
What precautions do you take to ensure my data remains confidential?
We use antivirus software and always make sure the software is up to date. We only share files on a secured file system. We set a master password for our computers. We sign a confidentiality agreement with our clients so that they have the peace of mind that sensitive financial information is always kept confidential and that we never discuss client information with anyone other than the client’s CPA. We shred all paper documents containing sensitive information.
Why should I use The Teamworkers instead of hiring my own in-house bookkeeper?
Many companies do not have an on-staff bookkeeper since their financial transactions do not warrant the cost of having a dedicated employee to do their bookkeeping. It could very well make good financial sense to outsource your bookkeeping to a company such as The Teamworkers.