Is remote bookkeeping secure?
Your records stay in your own platform, whether that is QuickBooks Online, Xero or Sage 50. We never copy them elsewhere. We work in that file as an invited user: you grant the access, you can revoke it any time, and every action is logged against that user. The usual alternative is emailing spreadsheets around.
How do I get my receipts and documents to you?
Whichever way suits you. Email them as they arrive, forward them in a batch, or photograph and attach them to the transaction in your accounting app while you are standing there. QuickBooks Online, Xero and Sage 50 all support attachments against a transaction, which keeps the receipt attached to the entry instead of sitting in a folder somewhere.
What if I want to talk to someone?
Call or email and you get the same person, not a queue. We will never make you sit through a meeting to get an answer. If your plan includes a quarterly review call, that one is scheduled. Everything else we answer as it comes up.
Does this work if my business is outside Metro Vancouver?
Yes, and it is the same service at the same price. We are based in West Vancouver and work with businesses across British Columbia — the Interior, the Island and the north included. Because nothing depends on being nearby, where you are does not change the scope or the number.
Do I need to be on cloud accounting software already?
No. If you are on spreadsheets, on a desktop file, or on nothing at all, migrating you is part of setup and is quoted before it starts. We work in QuickBooks Online, Xero and Sage 50, and Shopify and Stripe connect to all three so your sales reconcile automatically.