FAQ
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Frequently Asked Questions
Find answers to common questions about our services
General Questions
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We work with small businesses across various industries, including retail, services, and e-commerce. Whether you're a sole proprietor, LLC, partnership, or corporation, we can help with your bookkeeping needs.
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Same Page Bookkeeping works exclusively through QuickBooks online. Don’t have a subscription yet? We’ll help you choose the right plan for your business and include our ProAdvisor discount!
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We use secure, encrypted methods for all document sharing. Depending on your bank, we can access your accounts directly (with specific accountant access), or you can upload documents to a secure portal. We'll discuss the best method during our consultation.
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For monthly bookkeeping, the timeline depends on how quickly we can collect the necessary financial information and complete the setup of your QuickBooks subscription. Catch-up projects vary depending on volume, but we work efficiently to get you current as quickly as possible.
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We primarily work remotely, which allows us to offer competitive pricing and flexibility. However, we would be happy to meet in person for initial consultations or as needed for local clients.
Services & Pricing Questions
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Pricing depends on your business size, transaction volume, and specific needs. We offer customized packages to ensure you only pay for what you need. Most clients are on a flat monthly fee for predictable budgeting.
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Monthly bookkeeping includes transaction recording, bank/credit card reconciliation, monthly financial reports, and ongoing support. See our Services page for full details.
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Timeline depends on how far behind you are and the volume of transactions. Most catch-up projects take 1-2 weeks. We’ll provide a timeline estimate after reviewing your situation during the consultation.
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We can track sales tax, prepare reports, and help ensure you're collecting and remitting correctly. However, we don't file sales tax returns – that's typically handled by our or your tax professional.
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We can handle your payroll tax returns. We are partnered with Gusto to provide you with all your state and federal tax filing needs. You are more than welcome to use your own tax professional as well.
Still Have Questions?
If you don't see your question answered here, we’d love to hear from you. Every business is unique, and we’re happy to discuss your specific situation and how we can help.