FAQs

For bookkeeping services, subscriptions start off at $399.00 per month*. This includes up to 325 transactions per month. Most small businesses will fall into this category. If you have lots of transactions during the month, we have additional subscription tiers.

* Does not include the required subscription to Quickbooks Online, or add-on services such as Payroll or Bill Pay .

Beyond the services of bookkeeping, Sync-Up offers two add-on services: Payroll and Bill Pay. These two services each have additional fees which are based upon the volume of services required.

No, you are never locked into a long-term contract. Should you choose to terminate your partnership with Sync-Up, simply send us an email and we will cancel your services at the end of the current month.

We provide subscription-based services. In other words, we automatically charge your credit card on the 1st day of each month for the current month’s subscription. We have agreements in place with our vendors to prepay for services based on the number of clients we have on the 1st day of the month. As such, we do not offer refunds, full or partial, after your credit/debit card has been charged. If you cancel during the month, you will have all subscribed services available to you through the end of the month.

Visit our Get Started page.

Due to our partner integration with Coefficient, your QuickBooks data is refreshed once per hour. Any updates made in QuickBooks will be accurately reflected in your Financial Statements reports within an hour.

Your data is extremely secure! Your QuickBooks data is stored and secured by Intuit Cloud Services! Their proprietary network and storage solutions are top-notch and they are renowned for their level of protection. Sync-Up will never store your QuickBooks data. We are merely a pass-through mechanism to allow you to see the data from QuickBooks.

We present your data in a variety of ways. At the very top level, we summarize your data into income and expenses. You are then able to "drill down" and see your data at a more detailed level. At Sync-Up, our proprietary processes and reporting make the data understandable for both you and your accountant.

Your Financial Statements and other financial data are available 24/7 via a secure link from Google Sheets.

An integral part of good bookkeeping is making sure that we are capturing any and all expenses that could be used to reduce your taxable income.
Using our proprietary software, we can track your direct and indirect expenses to ensure that we are capturing all business related expenses thereby reducing your taxable income.

Professional, accurate, and well-documented bookkeeping practices include assurance of backup documentation, as well as a detailed explanation of the purpose for the expenditure.
Using our proprietary software, you can upload all documents related to an expense, asset acquisition, capital expenditures, legal notifications, license renewals, etc. This practice in and of itself will reduce your risk overall.

Documentation, Documentation, Documentation!
Never underestimate the importance of good solid documentation. Maintaining receipts for a minimum of seven years after the year of incurrence is our minimum of recommendation.
If you are ever faced with an audit, one of the initial things the auditor will ask for is documentation and an explanation of an expense.
Using our proprietary software, you can upload all documents related to an expense, asset acquisition, capital expenditures, legal notifications, license renewals, etc. This practice in and of itself will reduce your risk overall.

In a nutshell, yes. By default, we adhere to Generally Accepted Accounting Principles (GAAP) when we perform your bookkeeping.
There are certain business models that are not required to follow GAAP, but in most cases we will recommend strict adherence.

Understanding your financial position can be misleading for many business owners.
There are a myriad of factors that must be examined prior to making a decision to expand.
Understanding your overall financial picture is just one of the ways that we can help.

Accurate bookkeeping can help a business owner understand not only their current financial position, but what their position will be in the future when factoring in predicted behavior.
No one can predict the future. However, past performance is an excellent indicator of future results.

Yes. We can work with your CPA and/or financial planner to ensure that your current and future tax strategies are being taken into consideration when we keep your books.

Absolutely! And that is why we exist!
We are here to help you grow your business. When you flourish, so do we.
Our number one goal is to help you improve operations and increase profitability.