Question 1

Can I trust PureBooks with my company's financial information?

Accepted Answer

Let's face it, entrusting someone new with your business is no small feat. At PureBooks we understand this, which is why trust and security are our highest priorities — in other words, when you put your faith into us, know that everything from experienced professionals to cutting-edge technology has been taken into consideration for maximum protection of all involved parties. At the end of the day, when your business succeeds we succeed - let's make magic happen together!

Question 2

Where is my personal information stored? Who has access to it?

Accepted Answer

Your information is stored on a secure cloud server provided by one of our partners and only your dedicated accountant and you have access to it.

Question 3

Are there any requirements to start working with PureBooks?

Accepted Answer

In order to provide you with the highest quality of service and the best experience possible, we kindly ask that all our customers follow a few simple steps. We kindly ask that all customers adhere to our workflow management system, use our expense reporting software, and keep personal expenses separate from company-related ones. Thank you for your compliance!

Question 4

I’m just starting out. Do you help brand new companies?

Accepted Answer

Absolutely! In fact, by getting set up with cloud-based accounting process early on, you’ll save yourself a lot of time and money going forward. We can help you set up and implement necessary software and provide you with ongoing support.

Question 5

I already have an accounting staff member. How can you help me?

Accepted Answer

We have extensive experience in the world of accounting - from making payroll to managing profits. We can review your current processes, eliminate inefficiencies, and implement solutions that put more money in your bank account each month—turning even wildest dreams into a reality! Need someone to come in for a couple of ours a week to help you with chores? We got your back! Please contact us for a quote and chat how we can help you.

Question 6

How fast can you get started?

Accepted Answer

Our team is working diligently to ensure the highest-quality service of our existing clients, so we are currently limiting ourselves to one new client per month. If you'd like to be onboarded within a specific time frame, please let us know in advance and we'll do our best accommodate your request!

Question 7

Can you clean up or catch up on my Quickbooks/Xero file?

Accepted Answer

Absolutely, we can clean your accounting file or catch-up historic accounting data to date prior to the start of your monthly bookkeeping engagement.

Question 8

What is the onboarding process?

Accepted Answer

Our onboarding process ensures a smooth transition: we will provide technology tools, optimize workflows and document processes. Additionally, our team can offer detailed bookkeeping insight as well as any training necessary for success. To ensure accuracy of records, catch-up bookkeeping is standard practice with us.

Question 9

How long does onboarding take?

Accepted Answer

Usually, onboarding takes 30 days.

Our streamlined onboarding process ensures your transition to cloud-accounting is smooth and stress-free. While an average of 30 days should be expected, this can vary depending on the input provided by customers and if any prior bookkeeping work needs attention. Our team will ensure you are equipped with all necessary resources during the set up period which includes setting up software, creating workflow systems as well monthly checklists for training purposes so that operations run smoothly right from day one!

Question 10

Ho do you connect with your clients?

Accepted Answer

We are located in Vancouver, BC and work remotely with our clients, and use e-mail, phone, video calls and screen share to connect.

To ensure you have everything you need to be successful, all of our packages come with access to a dedicated account manager who is always on hand and ready for your inquiries within 1 business day! For those wishing for an extra layer of support - our custom packages offer priority service via direct messaging along with monthly video calls (upon request).

Question 11

Do you handle sales taxes (GST/HST/PST)?

Accepted Answer

Our packages make sure you meet your sales tax filing obligations with ease. We provide the filings, so there's no need to worry about a missed deadline!

Question 12

Can you help me file my corporate or personal taxes?

Accepted Answer

Although we don't handle corporate and personal taxes ourselves, we are happy to refer you to one of our trusted partners to provide you with exceptional year-end tax filing services, ensuring everything is in order for a hassle free taxation period!

Question 13

What is accrual base bookkeeping?

Accepted Answer

Accrual bookkeeping is an important step in providing meaningful financial information for businesses. With this method of recording, transactions are accurately documented when they occur rather than just tracking money that enters or leaves a bank account - allowing you to make informed decisions quickly and efficiently.

Question 14

What happens to my information if I decide to leave PureBooks one day?

Accepted Answer

We take pride in ensuring that your financial data is yours to own. During our offboarding process, we transfer software (QBO/XERO) account ownership to you. We'll also provide all necessary documentation so that records are kept up-to date in accordance with industry best practices.

Question 15

If you are online, how do I know you are actually working for me?

Accepted Answer

Get the results you want, when you need them. We understand that each business has different needs and objectives to achieve - which is why we promise performance-based work. That means no paying for idle time or coffee breaks – just what matters most: timely solutions tailored specifically to your requests!

Question 16

If I work with a "virtual" bookkeeper/CFO, do I lose any of the benefits of face-to-face communication?

Accepted Answer

Our remote accounting services offer a great balance of convenience and personal touch. You can access tailored advice via video calls or screen sharing from wherever is most comfortable for you - whether that’s at home or in the office – helping make sure we can find solutions suited specifically to you.

Question 17

What is your onboarding approach?

Accepted Answer

Discovery - schedule as many calls as it takes to fully understand your business needs and support requirements.
Design - design the technology stack to support your business and design the workflows between our team and yours.
Onboarding - deploy the technology, document your workflow, take care of catch-up bookkeeping, and train your team.
Delivery - manage your monthly work and provide day-to-day client support

Question 18

What are your additional services besides bookkeeping?

Accepted Answer

Outside of bookkeeping services, we offer the following:
– Budgeting
– Cash Flow
– Forecast
– Catch up services
– New software set up and implementation
– Training
Get in touch with us to learn more about how we can help your business.

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