Frequently Asked Questions
1. What services do you offer? Verily Truly offers remote bookkeeping and administrative support services, including transaction categorization, bank reconciliations, financial reporting, bookkeeping cleanup, document organization, calendar management, customer service, social media posts, blogs, and other essential administrative tasks to help businesses run smoothly. I am always expanding my skills and staying updated on the latest software and tasks to better support my clients.
2. Do you work with any small businesses?
Yes! I specialize in working with small businesses and nonprofits to keep their finances organized and provide reliable administrative support. I am always looking to grow my skills and up for new challenges! Whether you’re an online store, daycare, restaurant, or property manager, I’m here to help with your bookkeeping and day-to-day administrative tasks.
3. Do you offer tax preparation services?
No, I do not provide tax preparation services. However, I can help organize and prepare your financial records to ensure that your CPA or tax preparer has everything they need to file your taxes accurately and on time.
Software & Process
4. What software do you use?
For bookkeeping services, I exclusively use QuickBooks Online (QBO), to ensure accurate, efficient, and up-to-date financial records. If you’re not currently using QBO, I can assist with setup and guide you through the onboarding process.
For administrative tasks, I’m comfortable working with a variety of tools including Google Workspace, Microsoft Office, Calendly, Convert Kit (KIT), Loom, Gusto, Canva, Trello, Zoom, Shopify, WordPress, and more—and I’m always open to learning new platforms to better support your business. I am also familiar with “Profit First” accounting.
5. Can you set up QuickBooks Online for me?
Yes! I offer QBO setup services, including chart of accounts customization and connecting bank feeds, so your books are ready for accurate tracking.
6. Do I need to give you access to my QuickBooks Online account?
Yes, I will need accountant access to your QBO account to manage transactions, reconcile accounts, and generate reports.
7. How do you handle receipts and documentation remotely?
QuickBooks Online (QBO) allows you to email receipts directly to your account, where I’ll ensure they’re properly categorized and attached to the appropriate transactions. If you’re not yet using this feature, I can guide you through the setup.
For additional organization, we can also use a shared Dropbox or Google Drive folder to store and manage receipts, invoices, and other important documents securely and efficiently.
8. What financial reports do you provide?
I generate essential reports like Profit & Loss, Balance Sheet, and Transaction Reports, as well as customized reports to help you stay on top of your business finances.
Ready to Get Started?
Let’s make bookkeeping stress-free for you! Contact me to schedule a diagnostic review and get started with our services.
