FAQ's

 No matter what size business,  good financial records need to be maintained so you can track expenses, debtors and creditors, pay tax accurately and on time, avoid penalties and apply for and receive the correct amount of benefits or credits. Having accurate records shows the financial health of a business. 

 The initial consultation is free, to allow us to understand your business and to agree what bookkeeping needs you require. From there we can provide you with a fixed fee.

 I perform the bookkeeping one of three ways: 1) QuickBooks Online 2) Cloud hosted platform or third party login like Logmein to use QuickBooks Desktop or Enterprise or 3) Locally on our computer and send you back the file when complete.

Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. We have many clients that don’t provide any documents, we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for all the information. If you don’t feel comfortable with that, we will rely on you to provide all the information. You should also check with your bank, many these days allow for view only access where we are assigned our own login.

 Through your client portal, Dropbox and Hubdoc is our preferred, we also use Google Drive, OneDrive, and email. We can conform to any process that makes our clients’ life easier. 

 Chances are we will not be able to do your books. Convert to QBO, everyone is doing it.

I can conform to any platform. 

 ACH and Credit Card are accepted through your Client Portal. Note that credit cards may carry a convenience fee. 

Payments are due  by the 3rd of every month. 

I understand how important it is to have trust in the company that you hire to manage your private financial information. 

1. Your company data is accessed by myself only.
2. All company records are kept under lock and key in a secure server encrypted using 256-bit Advanced Encryption Standard (AES).
3. All passwords used are strong and unique and we utilize two-step verification whenever possible.
4. If our agreement ends, we will return all files to you, and/or destroy them.
5. For accounting files, we use secure third party hosting platforms such as QuickBooks Online or Last Pass.

I always suggest meeting monthly in the beginning so that I may get to know you and your company's transactions. Typically meeting will take place quarter;y either on the phone or through a Zoom meeting.

 Shafer Bookkeeping is a virtual business giving us the opportunity to connect with clients across the US. If your office is within a 30 mile radius of Terrell, TX, I am always pleased to meet in person.