Frequently Asked Questions

For QuickBooks cleanup jobs, we will have a look at your accounts and provide you with an estimate. For recurring jobs, we will provide you with a monthly fee. We can talk about your specific business needs and figure out how we can best serve you. 

 We specialize in QuickBooks. We work remotely, or we can set up in person meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document uploads and transfers. 

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet. 

We provide excellent customer service, and we are here to serve you. We can absolutely meet more often to meet your specific business needs. We can work on your books daily, weekly, or monthly.

We will need your bank statements every month. We will share a link with you for secure document upload, or you can also send us your documents if you prefer. We use secure cloud based software and email for document delivery. 

 Don’t worry about that. We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation. 

 Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimize your business. 

We will work with your existing CPA for filings. Your CPA is typically someone you see once a year for tax filings. With Rails Bookkeeping, we work with our clients daily, to handle all tasks associated with bookkeeping. We also work with your CPA to provide financials for your tax return. If you do not have a CPA, we can certainly refer you to our existing network of contacts.