bookkeepz FAQ

Question 1

What is included in a bookkeepz subscription?

Accepted Answer

Every bookkeepz package includes a dedicated bookkeeper, monthly transaction categorization, bank and credit card reconciliation, financial reports, tax-ready books, client portal access, and secure document sharing.

Question 2

How much does bookkeepz cost?

Accepted Answer

Packages start at $199/month for Starter, $349/month for Grow, and custom pricing for Surge. All plans are billed monthly with no long-term contracts.

Question 3

Do I need QuickBooks Online to use bookkeepz?

Accepted Answer

Yes, we work exclusively in QuickBooks Online. We work directly in your QBO account so you always have full access to your own books.

Question 4

What is the client portal?

Accepted Answer

The client portal is a secure web application where you can upload documents, view and pay invoices, track your tax return progress, and communicate with your bookkeeping team.

Question 5

What is a live financial dashboard?

Accepted Answer

A live financial dashboard connects directly to your QuickBooks Online account and displays your financial data in real time. It's included with the Surge package.

Question 6

Do you handle tax preparation?

Accepted Answer

Yes, through our affiliated CPA firm. bookkeepz, LLC is not a CPA firm, so S-Corp returns are prepared and filed by PizzelloCPA, PLLC. E-file authorization via secure e-signatures.

Question 7

How do I communicate with my bookkeeper?

Accepted Answer

Through the client portal, email, or phone. You communicate directly with the person who handles your books.

Question 8

What does CPA oversight mean?

Accepted Answer

A licensed CPA at PizzelloCPA, PLLC, our affiliated CPA firm, reviews your bookkeeper's work, ensuring your financials meet tax and audit standards. Included in Surge.

Question 9

Can you work with my existing CPA?

Accepted Answer

Absolutely. If you do not have one, PizzelloCPA, PLLC, our affiliated CPA firm, can take the return. If you do, we keep your books clean and tax-ready so your CPA has accurate data at tax time.

Question 10

How do I get started?

Accepted Answer

Book a free 30-minute consultation at bookkeepz.com/book. No obligation.

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