Frequently Asked Questions About Our Service Packages
General Package Questions:
Q: What’s included in each FinanceFlow package?
Each package includes full-charge bookkeeping services with varying transaction volumes, account support, and advisory access. See the full breakdown on our Packages page.
Q: Can I customize a package?
Yes. All plans are flexible. We’ll adjust based on your transaction volume, number of accounts, reporting needs, and services like payroll or tax filing.
Q: Do you offer short-term or project-based services?
Yes, we offer consulting, catch-up bookkeeping, and cleanup services as hourly or fixed projects. These can be added outside of our monthly plans.
Pricing & Billing:
Q: Are there setup fees?
No setup fees for standard onboarding. If you need cleanup, conversions, or custom integration, we’ll quote that separately.
Q: What’s the cost of extra transactions or accounts?
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Additional transactions: $0.99 each
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Additional bank/credit card accounts: $40/month
Q: How is billing handled?
We bill monthly via ACH or credit card. Invoices are sent automatically unless you use a recurring payment method.
Add-On Services:
Q: Is payroll included in the FinanceFlow packages?
Payroll is not included by default. You can add it through our PayrollFlow plans, starting at $150 per run (up to 10 employees).
Q: Do you handle sales tax filings?
Yes. Our TaxFlow Filing service is available as an add-on for $200/month. We file based on reports you provide from your POS or accounting system.
Q: Do you offer tax return prep or year-end filing?
We're rolling out tax prep services next year. Sales tax and 1099 filing support are already available.
Changes & Support:
Q: Can I upgrade or downgrade my package later?
Absolutely. You can adjust plans anytime based on business changes. We’ll guide you to the right fit as your needs evolve.
Q: Will I have a dedicated bookkeeper?
Yes. You’ll have a consistent point of contact, with backup support from our team when needed.
Q: How quickly can we get started?
We can usually onboard within 5–7 business days after receiving your intake documents. Urgent projects may be expedited for a fee.
Software & Integrations:
Q: What platforms do you support?
We work with QuickBooks (Online & Desktop), Xero, Wave, Gusto, ADP, Paychex, and many POS or eCommerce platforms like Shopify, Square, Stripe, etc.
Q: Do you provide QuickBooks training?
We do not include QBO/QBD training unless specifically requested. We focus on managing your books so you can run your business.
Contracts & Commitment:
Q: Is there a contract?
We work month-to-month unless a custom engagement is signed. You can cancel with 14 days’ written notice.
Q: What happens if I need to pause services?
We allow plan pauses on a case-by-case basis — useful for seasonal businesses. Just reach out and we’ll work with you.
Still have questions?
Contact us and we’ll walk you through the best option for your business.
Will I have a dedicated bookkeeper?
Yes. Every client is paired with a dedicated bookkeeper who learns your business inside and out. You’ll also have a backup point of contact, so you’re always supported.