A full-service bookkeeper handles all aspects of your business’s financial record-keeping. This includes tracking income and expenses, reconciling bank accounts, managing payroll, preparing financial reports, and ensuring compliance with tax regulations. They provide comprehensive support to keep your finances organized and accurate.

Yes, the portal is designed for secure document sharing. You can upload sensitive financial documents with confidence, knowing they are protected by robust security measures.

Yes, our secure client portal allows you to contact your bookkeeper anytime. You can send messages, ask questions, and share documents directly through the portal, ensuring seamless and secure communication.

We prioritize data security by using encrypted software, secure file-sharing platforms, and strict confidentiality agreements. Your financial information is always protected.

Absolutely! We tailor our services to meet your specific business needs, whether it’s managing payroll, tracking expenses, or preparing financial reports.

We update your books regularly, depending on your plan. This can range from weekly updates or monthly reconciliations, ensuring your financial records are always current.

Bookkeeping involves recording and organizing your business's financial transactions. It’s essential for maintaining accurate financial records, ensuring compliance, and making informed business decisions.

While bookkeepers don’t typically prepare taxes, they organize and maintain financial records, making it easier for your accountant to handle tax filings.

Choose a bookkeeper who follows strict data security protocols, uses secure software, and signs a confidentiality agreement. Regularly review access permissions and monitor financial activity.

You have the flexibility to cancel your service with us at any time. If you’ve prepaid for accounting services, any unused months will be refunded. However, once a month has begun, that month is non-refundable. Refunds will be calculated based on the remaining unused months of your plan.

Every client is managed by an experienced accountant.  We ensure that you will always have a designated bookkeeper or accountant who will be familiar with your business operations.

Cloud 9 Accounting does not charge onboarding for setup fees.