Frequently Asked Questions

1I already have accounting software and want to use your services. Will I be able to keep my old financial data if I switch to Xero or QuickBooks Online?
Yes! Our experts back-enter data beautifully and seamlessly so you don’t lose any of your previous financials. Whether you used other accounting software in the past or were just getting by with an Excel spreadsheet, we can migrate it all and have you up and running in no time.
2How do I send my accounting team expense receipts and other documents?
It’s easy! If you manage lots of receipts per month we would recommend Xero as your go-to accounting solution. Watch this short video on how your Xero mobile app helps you share receipts with your team. Other documents can be easily imported as well through your personal and secure Xero file-sharing system:
3How often can I meet with my team if I need to discuss changes or have questions?
It’s all up to you! Our staff is always available 9am - 5pm EST to chat on the phone and answer any questions you may have. And any requests after-hours can be emailed and will be handled within 24 hours. Plus, we schedule monthly or weekly web meetings to make sure you get that all-important face time with your experts.
4I’m worried about security. Will my accounting team have access to my bank and credit card account passwords?
Privacy and security are extremely important to us. The most popular bank and credit cards download transactions securely to your accounting software without your team ever seeing usernames, passwords or any other personal data. This gives your team read-only access to your financial data and keeps you in control. For more information, see our Privacy Policy page.