Frequently Asked Questions

First, we will sit down with you and work out a customized plan that will work for your company. One thing that makes Strategic Office Solutions unique is that we can personalize our services to fit your specific needs.

 Normally, we should receive documentation from you (invoices, bills, payroll) on a weekly basis. Of course, bank statements and credit card statements would be submitted on a monthly basis. We can do this in several ways. You can fax, email, use Google Drive, OneDrive or Dropbox or if you are located in the Charlotte Metro area, we can pick up from you on a weekly basis.

 We will provide you with monthly reports including A/R and A/P aging reports, income statements, balance sheet and bank reconciliation reports. 

Current customers have given us access to online banking so we can retrieve the statements, look up deposits and such. Many banks may offer a view only login for this purpose. If you do not feel comfortable with this, we can work off the statements that you provide, but we will rely on you to provide deposit and other information.

Absolutely!

If the bookkeeping services are for a company (rather than personal), then yes, the cost involved is tax deductible.

 YES! This work will be charged at an hourly rate in accordance with the project.  

 We will bill you on 30 day net terms. We accept ACH, VISA, MASTERCARD, Mailed Check. Note that credit cards may carry a convenience fee. Prices quoted are cash prices. 

Yes, as a matter of fact, we provide you with a signed confidentiality/non-disclosure agreement when you sign on with us.

We use several cloud applications for the convenience of our clients, but prefer and encourage the use of Google Drive, which uses encryption both in transmission and in storage.