Which bookkeeping software do you use?

We use QuickBooks Online (QBO) for all of our clients. Churches and other non-profit organizations can take advantage of a steep discount on QBO through TechSoup. If you are currently using a different software, we are happy to assist you in getting started with QuickBooks Online.

How do you pay bills online?

We recommend a bill pay platform called Relay Financial. Relay integrates with QuickBooks Online for automatic bill import, has customizable bill approval rules, and enables users to assign role-based permission levels for bookkeepers. Relay also offers unlimited ACH (electronic) and physical check payments, sent directly from the bank, with no per-transaction fees. If you are using another bill pay platform, we are happy to accommodate that.

My finance team would like to meet you. Is that possible?

We are happy to meet with your finance team in order to get acquainted and answer any questions they may have. If you are located in Southwestern Virginia, we can set up an in-person meeting. For other locations, we can meet with your team via Zoom, if you would like. Regardless of location, we place a high priority on effective communication and integrating seamlessly with your team.