FAQ

Questions? Good. Here are the answers.

Everything business owners usually ask before we start working together. Don't see yours? Ask it on a quick call.

Getting started

How do I get started?

Book a quick call. We'll talk through your business, where your books are today, and what you need, then send over a recommendation and next steps.

Which package is right for my business?

That's what the first call is for. We'll look at where your books are today and what you want from them, then recommend the package that fits, even if that's the smallest one.

My books are a disaster. Is that a problem?

Not at all. Most new clients start with a Book Rescue or Behind on the Books before monthly bookkeeping begins.

What will you need from me?

Access to your QuickBooks Online or Xero file, your bank and credit card statements, and quick answers when we have a question about a transaction. That's it. We'll send a simple checklist when you sign on.

Is there a long term contract?

Nope. We work month to month, so you're never locked into a long term contract. We'd rather earn your business every month than hold you to a signature.

Monthly bookkeeping

What's included in monthly bookkeeping?

Every month we categorize your transactions, reconcile your bank and credit card accounts, and close your books with a Profit & Loss and Balance Sheet. Higher packages add things like job costing, bill tracking, 1099 prep, cash flow forecasting, and regular strategy calls.

How often will I get financial reports?

Every month. Each month's books are closed by the end of the following month, and depending on your package, we walk you through the results on a quarterly or monthly call.

Do you work with clients virtually?

Yes! On Par is fully virtual, so it doesn't matter where your business is. Documents, check ins, and calls all happen online, and you still get real people you can reach when you need us.

Software and security

Which software do you work in?

QuickBooks Online and Xero, every day. Not sure which fits your business? We can talk it through on your first call.

Do I need to buy my own QuickBooks or Xero subscription?

Yes. The subscription is in your business's name, so you always own your books and your data. Not sure which plan you need? We'll help you pick the right one and get everything set up during onboarding.

Is my financial information secure?

Yes. Statements and documents go through our secure client portal instead of email, and access to your accounts is limited to the people working on your books.

Taxes and payroll

Will you do my taxes?

Tax return preparation is coming soon. Today, we already help with 1099s, quarterly estimated tax payments, and sales tax payments. For your tax return, we partner with a trusted CPA firm we work closely with. If you'd like to use them, your clean, tax ready books go straight to them, which keeps the process smooth and saves you the back and forth. Already have a CPA you love? We're happy to work with them too.

What's the difference between a bookkeeper and a CPA?

Your bookkeeper keeps your numbers accurate and current every month. Your CPA uses those numbers to prepare your tax return and plan your taxes. Clean books make your CPA's job faster, which usually means fewer questions and fewer surprises at tax time.

Do you handle payroll?

Yes, we can help manage it. We typically work with a trusted third party payroll service that handles the processing and keeps up with federal, state, and local requirements. We help keep everything current and make sure payroll is recorded correctly in your books.

Still have a question?

Ask it on a quick call. We'll talk through your business and where things are today. No pressure, just a conversation.

Book a Call