Frequently Asked Questions
What Accounting Services Do You Provide?
- Weekly/Monthly bookkeeping and financial statement preparation.
- Reconciliation of bank accounts, credit cards, and other financial transactions.
- Recording and categorization of income and expenses.
- General ledger maintenance and review.
- Monthly financial reports, including profit and loss statements and balance sheets.
What Is Your Fee Structure for Bookkeeping Services?
Accounting services start at $75/week, excluding subscriptions to QuickBooks Online and/or other software required. Fees may vary depending on individual client wants and needs.
How Often Will Financial Reports Be Provided?
Financial reporting goes to the heart of our accountability to you, our client. Financial statement packages are provided weekly to generate full transparency that we’re doing the work you’ve engaged us to do.
What Software Do You Use for Bookkeeping?
As part of the engagement, CFO2Go will provide a monthly subscription to QuickBooks Online Plus, a powerful cloud-based accounting software that will facilitate accurate and efficient financial record-keeping. This subscription will be set up and managed by CFO2Go to ensure seamless integration with the services provided.
How Do You Ensure Accuracy in Financial Records?
Through integrations with your financial institution/s directly into QuickBooks Online, CFO2Go receives each transaction reconciling to the penny.
What is Your Approach to Handling Confidential Information?
CFO2Go acknowledges the confidential nature of your financial information and commits to maintaining the strictest confidentiality in all matters related to your engagement. Documents are scanned/saved into a private filed folder location with the source documents destroyed or returned.
CFO2Go has been a great partner to us and I personally cannot be more grateful.
As a highly trained, skilled and experienced Stylist and a seasoned Entrepreneur, I appreciate and value the services my Salon receives. I’m an artist in my craft and recognize that in CFO2Go.
Jessica Clarke
Founder, Salon Owner – Master Hair Stylist
