Our packages are priced based on the number of expenses your business has each month. This figure should help you determine which package is the best fit for your needs.

Your business' monthly expenses are easy to track and provide an idea of business complexity and growth. The average number of monthly expenses your business sees each month provides us with a clear view of how intricate your operations are, and it also indicates future growth so there are no surprises down the road. Expenses are also easy to track, making everything easy-peasy.

Yes. To add media follow these steps: 1. Enter the app’s Settings 2. Click on the “Manage FAQs” button 3. Select the question you would like to add media to 4. When editing your answer click on the camera, video, or GIF icon 5. Add media from your library.

To add a new FAQ follow these steps: 1. Click “Manage FAQs” button 2. From your site’s dashboard you can add, edit and manage all your questions and answers 3. Each question and answer should be added to a category 4. Save and publish.

You can edit the title from the Settings tab in the app. If you don’t want to display the title, simply disable the Title under “Info to Display”.

Bookkeeping catch-up varies for each client, but it typically takes BetterBookkeeping around 2–4 weeks to complete a year of overdue bookkeeping. It all depends on the current state of your books. It typically it takes us about 2–4 weeks to complete one year’s worth of overdue bookkeeping, but that estimate varies by case. Chat with our team today to get a more detailed idea of your turnaround time.

Your data is safe with BetterBookkeeping, which uses 256-bit encryption to keep everything secure. You bet! We protect your data with 256-bit encryption within the BetterBookkeeping hub; that’s the same level of encryption you’ll find with online banking and shopping. And for added security, all systems and databases are located in Amazon Web Services (AWS) data centers within the US. We leverage AWS security products to ensure that our systems and infrastructure are configured in accordance with security and compliance best practices.

You'll have a dedicated BetterBookkeeper for daily bookkeeping tasks, as well as a professional accounting team to provide support for more complex issues. Think of your assigned BetterBookkeeper as your personal assistant—they’ll take care of all the daily data entry and bookkeeping for you. You’ll also have access to our Accounting team, which is made up of bookkeepers, senior accountants, and CPAs who oversee complex accounting. Your BetterBookkeeper team is always standing by to answer any questions you might have! And you'll have consistent support from the same team month-to-month.

BetterBookkeeping supports businesses of all sizes and in the industries listed in our "Industries" page.

Our platform will handle all your bookkeeping tasks like categorizing transactions and producing financial statements. It will also take on payroll and benefits, as well as bill payments and invoicing. We reconcile your accounts, categorize transactions, and produce financial statements. We will also make adjustments to your books to ensure they’re tax-compliant. Another bonus is that we can pay bills, handle collections, administer payroll and benefits, and more. Talk about options!

We'll handle your bookkeeping so you can focus your time on running your business. Having proper bookkeeping takes time but it's crucial to any business. Leave it to us to do all the heaving lifting.

Send an email to support@BetterBookkeeping.io with your question.

After syncing up with your accounts and importing the necessary information, BetterBookkeping's automated bookkeeping software learns from your data through machine learning and artificial intelligence. We start by importing all your data and connecting the necessary accounts with our software. Then we organize and sync up that data with machine learning, which will begin to take note of standard transactions and categorizations. Your BetterBookkeeping onboarding specialist will walk you through the process in greater detail, including what elevates BetterBookkeeping above traditional bookkeeping!

BetterBookkeeping connects to QBO and other accounting software to perform daily accounting needs in an efficient and accurate manner. QuickBooks Online (QBO) and other accounting software are exactly that—software to do your bookkeeping or accounting. BetterBookkeeping takes on the tedious and time-consuming tasks your bookkeeper performs, reducing the amount of time your firm spends on accounting. It also saves you money and eliminates virtually all errors in your bookkeeping efforts. Basically, BetterBookkeeping and QBO make a dream team of automation!

BetterBookkeeping connects with QuickBooks Online and Xero. You bet. BetterBookkeeping connects with both QuickBooks Online and Xero. For the best user experience, we recommend QuickBooks Online, which integrates directly with BetterBookkeeping's platform and HubSpot for a seamless connection.

Bookkeepers handle daily financial tasks like categorizing transactions, posting credits and debits, and running financial reports. Accountants take that information to provide financial predictions and guidance for a business. They’re related terms but different when it comes to a business’ overall health. Bookkeeping entails the recording of daily transactions in a consistent manner (categorizing transactions, running reports, reconciling accounts, etc.), and it is essential to building a financially sound operation. Bookkeepers take care of day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll. On the other hand, accounting is more high-level, and it uses the financial information managed/reported by a bookkeeper to generate financial models and guidance.

Your BetterBookkeeping team will work tirelessly to get your books in order, regardless of their current state. 100%. You can add any amount of catch-up bookkeeping to a plan. No matter how far behind you are, we can get your business caught up quickly. Talk with our team today to learn about how you can get caught up!

The BetterBookkeeping platform connects to most major banks in North America, providing you full views into transaction history and account statements.

Yes, you'll be required to connect your bank and other financial logins to the BetterBookkeeping system during login. Your login credentials are never stored or shared. During your onboarding process, you’ll connect your bank and accounting software so we can fully access your data and perform your periodic bookkeeping. We take every precaution to ensure your data is protected, and we don't store or share your login information.

BetterBookkeeping connects with all major payment processors including Stripe, Square, Shopify, PayPal, Amazon, and others. By connecting your payment processor, all transactions are automatically synced to the BetterBookkeeping platform.

As of now, we only work with Quickbooks or Xero users. Stay tuned for integration with other accounting platforms. If you do not currently use an accounting software, we can help you get it set up at an hourly rate. Contact us for more information.

We review your plan monthly. If we find that your average monthly expense level has changed since your last review (based on your business expenses; it doesn’t often jump up), we’ll let you know one month in advance before adjusting your price.

Through the BetterBookkeeping onboarding process, we'll collect historical data from your existing software. Alternatively, we'll work with you to learn as much as we need to know to take on the bookkeeping. During the BetterBookkeeping onboarding process, we’ll collect as much historical data and information as possible from your existing accounting software. If no previous records exist, we’ll get to know as much as we can the old-school way, by interacting directly with you to get those books up and running! And rest assured—we’re respectful of your time and will streamline as much of the process as possible.

As soon as your books are out of clean-up mode, we'll have everything completed by the 15th after each month closes. Once your business is out of the clean-up phase and BetterBookkeeping is performing ongoing bookkeeping services, we're typically able to close your books by the 15th of each month for the prior month activity. For example, if we have everything we need in a timely fashion (bank access, credit card access, other requested documentation), we’re able to close January books by February 15th. It’s rinse and repeat from there!

Your Onboarding Specialist will walk you through all the steps, starting with a kickoff call and linking your accounts. After you've signed on with BetterBookkeeping, our Onboarding team works with you to get going. They start with a kickoff call and set expectations, ask questions to make sure nothing is getting overlooked, and determine next steps for linking your client accounts and getting you off the ground. Get in touch with a BetterBookkeeping specialist today to learn more!

QuickBooks Online is the industry standard for accounting software, and it is the most accessible tool for tax professionals across the country. For optimal user experience, QuickBooks Online is the preferred accounting software partner. Its ability to connect to and reference data in real time, as well as its ease of use for tax preparers across the country, make it an industry standard. Contact your BetterBookeeping support team (support@BetterBookkeeping.io) if you have questions about an alternative accounting software.

Our onboarding timeline is about 2 weeks per client. While every client is different, we do our best to onboard each client as quickly as possible and provide all the support you may need.

Yes! BetterBookkeeping supports bookkeeping on a cash and accrual basis for all of our packages.

BetterBookkeeping won't file your taxes with the IRS, but we will make sure you're ready to file and have all your information in order. While we won’t file your taxes with the IRS, we will make sure you’re set up perfectly for tax time. You’ll receive a year-end financial package that contains everything you need to file.

Yes, BetterBookkeeping offers a 1099 service that includes: In-depth vendor analysis — Determine who should receive a 1099 and for how much (differentiating between non-reportable income like reimbursements, etc.) Gathering W-9s for all applicable vendors Customer will still be responsible for following up with unresponsive vendors. Email addresses must be provided. Utilizing information from W9s and the GL System to prepare 1099 firms Filing 1099 forms with IRS Sending 1099 forms to vendors

BetterBookkeeping works with your existing inventory tracking system to keep everything updated in your books. While we won't actually "track" inventory, we will help you stay on top of inventory every month. Here's how: You provide us with monthly ending inventory balances and cost of goods sold (COGS) info, then we adjust the bookkeeping entries. Easy-peasy. No need to switch inventory systems, either— BetterBookkeeping can work with whatever system is already in place!

Each subscription agreement term is month-to-month so you can cancel at any time without penalty. We just ask that you give us one a month notice so we can close your most recent month's books. Clients who wish to cancel should contact us at support@BetterBookkeeping.io.