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Frequently Asked Questions

What kinds of businesses do you work with?

Sweetbooks specializes in providing bookkeeping and support services to small to medium-sized businesses.

How much do your services cost?

The cost of SweetBooks' services is determined based on the number of transactions involved.

How often do you update financial records?

Our team updates financial records on a monthly basis.

Can you help me file my taxes?

Sweetbooks has partnered with a tax preparer to assist clients with filing their taxes.

What accounting software do you use?

Sweetbooks primarily utilizes QuickBooks as its accounting software.

How do you ensure data security?

We ensure data security by employing secure communication channels for all personal information. In QuickBooks, clients invite SweetBooks without granting admin rights.

Can you help with financial planning and forecasting?

Sweetbooks can assist with financial planning and forecasting through its partnership with a fractional CFO company.

How long does it take to set up services with Sweetbooks?

Setting up services with Sweetbooks typically takes about a week, with both the client and Sweetbooks conducting due diligence.

What happens if I have questions or concerns?

If you have any questions or concerns, you can easily reach Sweetbooks by phone or email at services@sweetbooksinc.com.

Do you offer bookkeeping training or consulting services?

Yes, SweetBooks offers bookkeeping and QuickBooks training services. Additionally, we have a consulting partnership with a CPA who has over 25 years of experience.

Do you offer payroll services?

Absolutely! Sweetbooks provides payroll services, including handling 1099 forms.

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