Frequently Asked Questions

getbook247 is a professional bookkeeping services company that helps small to medium-sized businesses manage their finances. We offer both one-time services (like QuickBooks setup and data cleanup) and ongoing monthly services (like bookkeeping, payroll, and CFO advisory). Our team of certified professionals is available to support your business 24/7.

Our services are designed for small to medium-sized businesses across various industries, including e-commerce, professional services, retail, construction, healthcare, and more. Whether you're a startup founder, an established business owner, or an entrepreneur scaling your operations, we can tailor our services to meet your specific needs.

Several factors set us apart:

• 24/7 Availability: We're always here when you need us
• Certified Professionals: Our team includes QuickBooks ProAdvisors and certified accountants
• Personalized Service: You get a dedicated bookkeeper who knows your business
• Technology-Forward: We leverage the latest tools and integrations
• Transparent Pricing: No hidden fees or surprise charges

Getting started is easy! Simply contact us to schedule a free consultation. During this call, we'll discuss your business needs, review your current financial situation, and recommend the best services for you. Once you decide to proceed, we'll handle all the onboarding and get you set up within days.

We offer two main categories of services:

One-Time Services:

• QuickBooks Setup & Onboarding
• Historical Cleanup & Catch-Up
• Data Migration
• Diagnostic Review & Audit
• Custom Training Sessions
• Software Integration

Monthly Services:

• Monthly Bookkeeping
• Financial Reporting & Analysis
• Accounts Payable / Bill Pay
• Accounts Receivable / Invoicing
• Payroll Management
• Sales Tax Compliance
• Virtual CFO / Advisory

Our monthly bookkeeping service includes:

• Categorizing all transactions (income and expenses)
• Reconciling all bank accounts
• Reconciling all credit card accounts
• Managing accounts payable entries
• Managing accounts receivable entries
• Monthly closing of the books
• Basic financial statements (P&L, Balance Sheet)
• Unlimited email support

Our Virtual CFO service provides high-level strategic financial guidance without the cost of a full-time CFO. This includes:

• Cash flow forecasting and management
• Budget creation and variance analysis
• Financial KPI tracking and dashboards
• Strategic tax planning
• Business growth strategy
• Investor reporting and fundraising support
• Monthly strategy calls with a dedicated CFO

We specialize in bookkeeping and can get your books "tax-ready" for your CPA or tax preparer. We can also assist with sales tax compliance and filings. While we don't prepare income tax returns ourselves, we work closely with trusted CPAs and can provide referrals if needed.

Our pricing varies based on the complexity of your business, transaction volume, and services needed. We offer customized quotes after understanding your specific requirements. Generally:

• One-time services start from $500
• Monthly bookkeeping starts from $300/month
• Virtual CFO services start from $1,500/month

Contact us for a personalized quote.

Yes! We offer a free 30-minute consultation to discuss your business needs and determine how we can help. There's no obligation, and you'll get valuable insights about your financial situation regardless of whether you choose to work with us.

We accept various payment methods for your convenience:

• Credit/Debit cards (Visa, MasterCard, American Express)
• ACH bank transfers
• Wire transfers
• Checks

Monthly services are billed at the beginning of each month, and one-time services require a 50% deposit upfront.

While we specialize in QuickBooks, we can work with various accounting software. However, we highly recommend QuickBooks Online for its robust features, accessibility, and integration capabilities. If you're currently using different software, we can help migrate your data to QuickBooks.

Absolutely! We have extensive experience migrating businesses from QuickBooks Desktop to QuickBooks Online. Our data migration service ensures all your historical data, customers, vendors, and transactions are transferred accurately. We'll also help you set up new features available in QuickBooks Online.

We support and help integrate numerous apps with QuickBooks, including:

• E-commerce: Shopify, WooCommerce, Amazon, eBay
• Payment Processing: Stripe, Square, PayPal
• CRM: Salesforce, HubSpot
• Payroll: Gusto, ADP
• Time Tracking: TSheets, Harvest
• Expense Management: Expensify, Receipt Bank

We take data security extremely seriously:

• All data is encrypted in transit and at rest
• We use secure, industry-standard cloud platforms
• Access is limited to authorized team members only
• Two-factor authentication is required for all accounts
• Regular security audits and updates
• Compliance with SOC 2 standards

Only your assigned bookkeeper and their supervisor will have access to your QuickBooks account. You maintain full ownership and can revoke access at any time. We never share your login credentials and always use proper user permissions within QuickBooks.

Yes, we carry comprehensive professional liability (Errors & Omissions) insurance to protect both our clients and our business. This provides an additional layer of security and peace of mind for you.