Questions & Answers

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What are your office hours and where are you located?

Our normal business hours are Monday thru Friday, 9:00 AM – 5:00 PM EST. Our offices are located in Corning, New York and Binghamton, New York, but we are both a mobile and virtual company. We are “mobile” with the ability to serve on-site in the Corning, Elmira, Ithaca, and Binghamton regions of Western New York State. And we are also a “virtual” company serving anyone with access to the Internet in the USA. We currently have clients throughout the Northeast, the South, and the Mid-West, so location does not matter.

 

What is outsourced bookkeeping?
Simply put, outsourced bookkeeping is our passion. It is the helpful skill of keeping your accounting books and maintaining systematic records of your money transactions, done by a skilled, knowledgable, and cost-effective third party, instead of a costly employee of the business or non-profit.

 

 

What is the best way to get started?
We offer a FREE initial consultation to determine what your needs are. Fill out this form to provide the necessary info to help us to understand your business or non-profit. Depending on the scope of your needs, we will create your own custom “Buddy System” specifically designed to help you as you want to be helped in whatever areas you want help.

 

 

What are your general setup costs?
You will find a full decriptive listing of our prices on our Setup & Service Pricing page.
A detailed QuickBooks and/or Xero assestment is usually $325 (one-time). A new business setup is usually $450. A full Xero conversion is usually $650 (one-time). And our Premium and Full-Service setup packages are usually $975 and $1,175+ (both one-time respectively) depending on the needs of the business.

 

 

What is the general cost of your packages?
Although we would love to create a custom “Buddy System” to serve the individual needs of your business, we have three service packages that will usually serve most small businesses and non-profit organizations. Please review our Setup & Service Pricing page for more details. Our “Silver” package starts at $125 per month and is designed for small businesses who only need monthly bookkeeping and quartlery reporting. Our “Gold” package starts at $295 per month and is designed for businesses who need weekly bookkeeping and monthly reporting. And our “Platinum” package starts at $495 and is designed for organizations who need full-service bookkeeping which includes weekly service, monthly reporting, payroll, bill pay, and cash flow management.

 

 

After I sign up for your services, what happens?
Within one business day of signing up for one of our accounting packages, you will receive an email from our Chief Buddy which gives you all the information you need to begin working with us.

 

 

Can I change plans or cancel my account later?
We are happy to serve you for as long as you need. We call ourselves “Bookkeeper Buddy” and not “Bookkeeper Burden” because we want to be your buddy whenever you need our help. You are welcome to upgrade, downgrade, or even cancel your account as your needs change. You are free to cancel your account at any time. Everything is month-to-month unless otherwise agreed upon

 

 

Is there a minimum contract period?
No. There is no minimum contract period or minimum contract of any kind. All of our services are offered on a month-to-month basis to simplify things for your organization.

 

 

When am I billed and when do I need to pay?
We bill on the first of every month for the upcoming monthly service package. This means we will bill you for our upcoming July services on July 1st. We will prorate the monthly cost if our services start mid-month. All billing will be contractually agreed upon before invoices are sent. Payment is required within five (5) business days for services to continue for that month.
Do you accept credit card payments?
Yes. We accept Visa, MasterCard, Discover, and American Express credit cards. If we serve your organization on-site, we are able to process your credit card through our Square app. If we serve your organization virtually, we can take your credit card information over the phone. We can also setup monthly bill pay to automatically deduct our service payments from your credit card.
Do you have access to my bank accounts?
No, this is not necessary. By using various apps and processes to get the information needed, we do not need direct access to your bank accounts. But we will need to view and have access to your bank statements.
Our favorite accounting software to use is Xero which pulls in a daily bank feed of all your transactions (it is a constantly updating bank statement). This statement is “read only” and will not give us (or anyone else) the ability to access your bank accounts. There are easy to follow instructions for setting up these type of bank feeds and we help you each step of the way. This means we don’t even need to have knowledge of your passwords.
Do you hold my financial data hostage?
No, they will always be your books and you will own your own data. If you decide that our “Buddy System” is no longer needed, we will provide you with any stored data. We do require your monthly billing to be current with us. All of the accounting software we use is cloud based, so we can easily turn your account over to you at any time. You will always have access to all of your data and you also have the option of keeping up your software license directly from the provider if you prefer.
Can I switch to Bookkeeper Buddy in the middle of the year?
Absolutely. The honest truth is, most of our customers request our “Buddy System” in the middle of the year. With our “catch-up” services we will have all of your books up to speed in a jiffy. And from that point forward your bookkeeping will be as easy as taking a picture with your phone.
My books are a mess… Can you still help me?
Absolutely… that’s why we are here. Your mess will be our masterpiece. As you well know, bookkeeping can be a significant burden for self-employed people and small sized businesses. Sometimes it even feels like a “ball-n-chain.” With most of our new customers we are able to go back in time with their books, sometimes many months, in order to get their books in order and up to date. You can just send us what you have, get back to running your business, and we’ll take care of your books for you. We will free you up to grow your business and pursue your passion.
Is Bookkeeper Buddy a Certified Public Accounting firm?
No, at Bookkeeper Buddy we do not position ourselves as a CPA firm, even though we may employ CPAs and other accounting professionals. We do not perform audits, reviews, or compilations, and we do not provide official opinions on your financial statements. What we can do is assist and coordinate these functions with your current CPA to ensure they have the necessary information to prepare these things for you.
What types of organizations can use this service?
Although we have designed our “buddy” services specifically for the small business, Bookkeeper Buddy provides solutions for many types of businesses and non-profits, including but not limited to the following:

  1. Small businesses
  2. Service contractors
  3. Churches
  4. CPAs
  5. Creatives
  6. Non-profits
  7. Retail outlets
  8. and many more…