FAQ's
Frequently Asked Questions
Find answers to common questions about our bookkeeping, tax, and advisory services.
If you're spending more than 5-10 hours per week on financial tasks, struggling to stay on top of reconciliations, missing tax deadlines, or finding it difficult to understand your business's financial position, professional bookkeeping services can provide significant value. We help ambitious entrepreneurs focus on growth while ensuring financial accuracy and compliance.
Bookkeeping involves the day-to-day recording of financial transactions, bank reconciliations, and maintaining accurate records. Accounting builds on bookkeeping to provide analysis, financial reporting, tax planning, and strategic advice. We offer both services to give you complete financial support and CFO-level insights.
Most clients can be onboarded within 1-2 weeks. This includes initial consultation, system setup, and the first month of service. For catch-up or clean-up services, the timeline depends on the complexity and backlog, typically 2-6 weeks. We provide a clear action plan from day one.
We serve businesses across many industries including CCPCs, startups, real estate corporations, service-based businesses, consulting, e-commerce, trades & contractors, healthcare, and technology. Our team has experience with industry-specific accounting requirements and best practices.
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Contact UsWhy Choose Countwise Financial?
We combine accuracy, transparency, and proactive support to help business owners make confident financial decisions. Here’s what sets us apart:
- Transparent Pricing
- Accuracy & Integrity
- Personalized Support
We offer both monthly retainer and project-based pricing depending on your needs. Monthly services typically range from $300-1200+ based on transaction volume and complexity. We provide transparent, fixed-fee proposals so you know exactly what to expect each month - no surprises, no hidden fees.
No, we don't require long-term contracts. We work on a month-to-month basis because we believe in earning your business through excellent service, not binding contracts. Most clients stay with us for years because of the value we provide and the clarity we deliver.
We'll need access to your accounting software, bank statements, credit card statements, and any existing financial records. During our discovery call, we'll provide a detailed checklist of what's needed based on your specific situation and create a clear action plan.
We use bank-level security protocols including encrypted data transmission, secure cloud-based systems, and strict access controls. Our team is trained in confidentiality best practices, and we carry professional liability insurance for additional protection and peace of mind.