Common Questions
Do you offer monthly bookkeeping?
What is catch-up bookkeeping?
Yes. Firstfield provides reliable monthly bookkeeping to help keep your books clean, current, and accurate.
Catch-up bookkeeping is for businesses that have fallen behind but whose books are generally in reasonable condition. The goal is to bring prior months up to date through an agreed date.
Do you only work in QuickBooks Online?
Do you provide cleanup bookkeeping?
Yes. Firstfield currently works exclusively in QuickBooks Online. If you are not already using QuickBooks Online, I can help you determine the best next step for getting set up.
Yes. Cleanup bookkeeping is for books that contain errors, unreconciled accounts, inaccurate balances, duplicate transactions, or other issues that need to be corrected before ongoing monthly bookkeeping begins.
How often will I receive financial reports?
Do you prepare taxes?
Monthly bookkeeping clients receive monthly financial reports, including a Profit & Loss and Balance Sheet.
No. Firstfield does not prepare tax returns, but I can work with your CPA or tax professional and help keep your books accurate and tax-ready.
Do you do payroll?
What happens during the consultation?
No. I do not process payroll. I can record payroll activity from your payroll provider into QuickBooks Online as part of your bookkeeping.
We’ll talk about your business, your current bookkeeping setup, and what kind of support you’re looking for. The goal is to see whether Firstfield is a good fit and which service makes the most sense.
How do we exchange documents securely?
What is your cancellation policy?
Firstfield uses a secure SharePoint folder for client financial documents and file sharing.
Either Firstfield or the client may terminate services with 30 days’ written notice, including notice by email.
Onboarding Process
01
Free Consultation
We talk through your business, bookkeeping needs, and current setup.
02
Proposal & Agreement
If we’re a good fit, I’ll send a proposal and engagement letter outlining the scope and fees.
03
Secure Setup
We set up QuickBooks Online Accountant access, your secure SharePoint folder, and gather the documents needed to begin.
04
Bookkeeping Begins
I begin the agreed monthly, catch-up, or cleanup work and keep you informed along the way.