The onboarding process typically takes roughly 1 week, depending on the complexity of your business and the completeness of the information provided. We can get started right away to support your bookkeeping needs.

To complete your books each month, we need access to your bank statements, credit card statements, invoices, receipts, payroll records, and any other financial documents related to your business transactions. If we need anything else, we will ask you to provide it.

No, we charge based on a fix fee and it includes the busy season support needed to ensure quality, so you won't see an increase due to increase level of transaction unless the scope has increased by adding new support needs.

We use industry-leading accounting software QuickBooks Online. We also have the ability to support Xero.

We do not charge hourly, we price our bookkeeping services on a fix fee for delivering completed and high quality books. This includes our CFO oversight monthly that reviews your PnL for trends and accuracy.

We start by reviewing your Quickbooks account to determine support level needs. Some months it will take us longer than others, but you don't have to worry about price fluctuations for the contract term which tends to be 12mo.

During onboarding, we will offer a monthly autopay required option to bill you monthly for services for the length of our contract.

If we have any issues billing you, our system will be able to notify you and you can update your card information on file.

We provide professional bookkeeping services with accounting and finance background compared to other bookkeepers that are not as experienced as us. We also provide CFO oversight on the books to ensure accuracy and highest quality.

You can expect a yearly price increase with an advance 30 days notice as we continue to invest in technology and highly experienced US based team.

We will communicate any scope increase in case the client decides to add more bank or credit card accounts during the contract term.

No, we only bill a flat fee monthly for support. We find that this works best for our clients who value our work and like the predictability of get the same monthly charge, so they can properly budget for our services.

Getting started is easy! Simply fill out our intake form above. A member of our team will reach out to you to discuss your needs, explain our services, and begin the onboarding process to get your books in order. Make sure you check your spam/junk folder for an email from team@wealthworthwithin.com.

While it's possible to do your own bookkeeping, having a professional handle it ensures accuracy, saves you time, and allows you to focus on growing your business.

Our goal for our clients is that they have everything they need delivered to them, so they don't have to go into Quickbooks because it has been handled for them.

If you prefer to DIY your books, we might not be the best fit for you at this time.

During onboarding, your account will be assign to an experienced US based bookkeeper in our team. They will remain supporting your account for as long as they are with our team (tends to be years) to ensure continuity of support.

During onboarding, we will share a google drive folder for uploading bank statements and any information needed to complete your books each month. We recommend that you save that link, but you will also get monthly reminders to upload your information with your bookkeeping folder link.

Your assigned bookkeeper will email you and tag you in a google sheet to collaborate and get questions answer every month.

How do I go about submitting any questions to my bookkeeping, if I have any? 

You can reply to the email and we will be happy to answer your bookkeeping related questions. At tax time, we also are happy to answer your accountant's questions and provide end of year support as needed. 

We are always available to answer your questions and provide clarity on your financial reports. If you prefer to talk to one of our CFO, we have separate link to book a paid financial consultation.

[Click here to book a call with a CFO on our team]