Frequently Asked Questions

Find answers to common questions and learn what to expect when working with Summit Bookkeeping.

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FAQs

Getting Started

How do I get started with Summit Bookkeeping?

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What does the onboarding process look like?

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Do you offer a consultation before getting started?

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What information do you need from me initially?

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How quickly can we begin working together?

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Services & Support

What bookkeeping services do you offer?

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Do you customize your services based on my business?

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Can you help if I’m behind on my bookkeeping?

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Do you offer ongoing monthly support?

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Will I work directly with you or a team?

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Communication & Process

How do we communicate throughout the month?

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How often will I receive updates or reports?

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What happens if I have questions between scheduled updates?

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Do you provide guidance on understanding my financials?

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How do you ensure accuracy in my books?

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Software & Systems

Do you work with my current accounting software?

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What platforms do you typically use?

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Can you help set up my bookkeeping system?

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Do I need to purchase any software?

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How do you access my financial accounts securely?

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Security & Confidentiality

How do you keep my financial information secure?

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Who has access to my financial data?

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What measures are in place to protect my accounts?

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Is my information kept confidential?

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How do you access my financial accounts securely?

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Frequently Asked Questions

Getting Started

Services & Support

Communication & Process

Software & Systems

Security & Confidentiality

QUESTIONS

Still Have Questions?

Let’s connect and talk through your specific needs so you can feel confident moving forward.