What are the fees?

We use a flat rate fee per month. We talk about your specific business needs and figure out how we can best serve you.

 What type of bookkeeping services do you offer?

We specialize in QuickBooks Online and are QuickBooks Online Certified ProAdvisors. We work remotely. We utilize cloud-based software for easy and secure communication, document uploads, and transfers.

How does monthly bookkeeping work?

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheets.

What other services do you offer other than bookkeeping?

We offer expanded accounting, and financial planning & analysis services, to help you grow and make money, like EBITDA, KPI, Cash-Mgmt., Valuation, Budgets, Forecasts, and CFO services. Please take a look at the Services tab on this site. It’s best to have a conversation about where your business is and how we can help you move forward.

What if I need a more frequent schedule than monthly?

Our goal is excellent customer service, and we are here to help you. We can absolutely meet more often to meet your specific business needs.  Let’s discuss and figure out what works best for you!

When and how do I send my documents to you?

We will need your bank statements every month. Our goal is automation and the use of internet tools to make life easier for everyone. We can set up your bank statements to automatically sync with QuickBooks Online so that you can focus on your business while we handle your bookkeeping.  We use secure cloud-based software and email for document delivery.

When do you deliver my monthly financial reports?

Delivery is on the 10th of every month.

What if my books are behind schedule or need a clean-up?

We can help “clean-up” any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

What if I need assistance for special projects?

Let’s talk about it! The goal is always to help you grow.

What if I need tax preparation?

We have strategic partners that we can recommend. We work seamlessly with them for your tax needs, including preparation, consulting, and business strategy! 

What if there is a service I need but you don’t provide?

Let’s talk about it. We have many connections and can make recommendations. Or maybe it’s something we are planning to do but is not on the website yet.

What if I have more questions?

Email, text, or call with those questions. We want to help you to succeed. Let’s talk about it!

Andrew Burton at 803-200-1107

Email Andrew@sodacityfinance.com