FAQ
Questions we are asked most weeks
Nineteen honest answers about scope, timing, security and money. If yours is not here, email admin@books.womenincomex.com and we will add it.
- Getting started
- Scope and delivery
- Security and data
- Billing
Getting started
How quickly can you take on a new client?
We cap intake at six new clients per quarter so onboarding does not degrade. In practice, most engagements begin within two to three weeks of the initial call, and the first monthly close lands within six weeks.
What do you need from me to give a quote?
Read-only access to your accounting file, your most recent bank and credit card statements, and a short description of payroll and payables. That is usually enough for a fixed quote within two business days.
Do I need to switch accounting software?
Only if what you have cannot support a proper close. We work natively in QuickBooks Online and Xero. If you are on desktop software or spreadsheets, we will quote a migration and explain the trade-offs first.
Can you work with my existing CPA?
Yes, and we prefer it. We introduce ourselves to your preparer during onboarding, agree on the basis of accounting and the year-end deliverables, and correspond with them directly so you are not in the middle.
Scope and delivery
When exactly do I get my reports?
By the tenth business day of the following month. If a bank feed breaks or a client is slow returning documentation, we tell you before the deadline rather than after it.
What happens if you miss the deadline?
We credit ten per cent of that month's fee. This is written into the engagement letter, not offered as a goodwill gesture.
Who actually does the work on my account?
A named bookkeeper assigned at onboarding, with Elizabeth reviewing every file before delivery. Contract bookkeepers supporting the practice are all US-based and background-checked.
Do you provide tax advice?
No. We are not a licensed CPA firm and we do not prepare or file tax returns, represent clients before the IRS, or provide tax, legal or investment advice. See our Disclaimer for the full statement.
Can you help during an audit or IRS notice?
We can produce records, schedules and transaction detail your representative requests, and we do that at our hourly rate. Representation itself must come from a CPA, enrolled agent or attorney.
Security and data
How is my financial data protected?
Documents move through an encrypted client portal with multi-factor authentication, never by unsecured email attachment. Access follows least-privilege principles and is reviewed quarterly. Full detail is in our Privacy Policy.
Do you store my banking passwords?
No. We connect through the accounting platform's read-only bank feed or an accountant-level login you control, and we never ask for or store your online banking credentials.
What happens to my records if we part ways?
You receive a complete export of your file and supporting documents within ten business days, and we remove our access within five. We retain engagement records for seven years as described in our Privacy Policy.
Are your subcontractors bound by confidentiality?
Yes. Every contractor signs a written confidentiality and data-handling agreement before touching a client file, and works only inside our systems.
Billing
How am I invoiced?
On the first of the month for that month's service, payable within ten days by ACH transfer or credit card. Invoices arrive by email from our billing address.
Is there a minimum contract term?
No. Either side may end the engagement with thirty days' written notice. Prepaid annual clients are refunded on the basis set out in the Refund and Cancellation Policy.
Do you charge for phone calls and emails?
Not on a monthly plan. Routine questions, email correspondence and the scheduled review call are included. Genuinely new project work is quoted separately.
Ready for books you can actually rely on?
Send a short note about your business and Elizabeth will reply personally within one business day. Free 30-minute call, no obligation, no sales script.