- About Us
Our offices are located in Marshall, Michigan, but we are both a mobile and virtual company. We are “mobile” with the ability to serve on-site in the Marshall, Jackson, Kalamazoo, and surrounding Western Michigan region. 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.
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.
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.
Our goal is to provide the services your business needs and that fit into your budget. Before we quote prices for any work, we need to do some talking and investigating first. There are many variables that can affect the work involved that we must learn about first before we can quote a price for services that will meet or exceed your expectations.
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.
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.
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.
We bill on the first of every month for the upcoming monthly service package. All payments are scheduled to be auto-processed via credit cards or ACH on the first of the month. Example: This means we will bill and charge you the payment method for upcoming July services on July 1st. All billing will be contractually agreed upon before payments are processed.
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.
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.
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.
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.
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.
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.
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: