Frequently Asked Questions
Getting Started With WeCare Bookkeeping
Book a free consultation. We’ll learn about your business, answer your questions, and walk you through how our services work.
We’ll ask a few focused questions to learn about your business, current setup, and goals. Then we’ll recommend the right services, walk you through the setup process, and give you clear pricing — all tailored to what you actually need.
We charge a flat monthly fee based on your business needs — no hourly billing, no surprise fees. It works like a recurring membership, with services delivered every month. Payment is due on the 1st, and your reports are delivered within 10 business days after month-end.
We charge a flat monthly fee based on your business needs — no hourly billing, no surprise fees. Payment is due on the 1st of each month, and your reports are delivered within 10 business days after month-end.
If your QuickBooks is up to date, you can grant us secure access to speed things up. Otherwise, we’ll ask for your last 3 months of bank, credit card, and loan statements. You’ll get a secure upload link, and once we have your files, we’ll review everything and send a detailed quote — usually within 24 hours.
Working With Us
You can schedule a free consultation or fill out our contact form to get started. Once we’re working together, you’ll have ongoing access to phone and email support — no limits, no hidden fees.
Not at all. WeCare Bookkeeping is based in the Bay Area, but we work remotely with small businesses across the U.S. using secure, cloud-based systems.
We respond to most emails and client questions within one business day — often much faster. You’ll never be left waiting or wondering.
Yes — you’ll have a dedicated point of contact who knows your books, understands your goals, and works with you month to month.
Bookkeeping Services
Each plan includes transaction categorization, account reconciliations, monthly financial reports (Profit & Loss, Balance Sheet), CPA coordination, unlimited support, and year-end prep. Everything is designed to keep your books clean and ready when it matters most.
Yes — we can manage bill pay and invoicing, including entering bills, sending invoices, processing payments, and managing collections with your approval. These services are optional and fully customizable.
We don’t prepare taxes directly, but we work closely with your CPA or tax professional to make sure your books are accurate, organized, and tax-ready. If you don’t have a CPA, we can connect you with a trusted partner.
Yes — we handle your daily financial records so your CPA can focus on taxes, strategy, and filings. That’s one of the most common questions we cover in the WeCare Bookkeeping FAQ.
Absolutely. You can scale services up or down anytime — whether you need cleanup work, consulting, reporting, or training. We keep it flexible and hassle-free.
Yes — we’ll walk you through your Profit & Loss, Balance Sheet, and any custom reports we provide. Our goal is to make sure you not only have accurate data, but also understand what it’s telling you. If you’d like more in-depth support, we also offer training sessions.
QuickBooks Services
Yes — we’ll set up QuickBooks Online based on your business structure, industry, and reporting needs. From accounts to settings, everything will be tailored to your goals.
We handle your full setup — from chart of accounts and bank feeds to user roles and app integrations — so your QuickBooks is ready to work for you from day one.
No — your QuickBooks Online subscription is billed directly through Intuit. We’ll help you choose the right plan and make sure it’s set up correctly.
Yes — we manage full migrations from QuickBooks Desktop to QuickBooks Online. We’ll transfer your data accurately and make sure your new setup runs smoothly.
We review and clean up your QuickBooks file, fix errors, streamline your workflows, and fine-tune your setup for accurate reporting and easier daily use.
Yes — we specialize in QuickBooks Online and are certified ProAdvisors. If you’re using another system, we can help you migrate or refer you to someone who’s a better fit.
Bookkeeping Cleanup And Catch-Up
Absolutely. Whether you’re behind a few months or a few years, we offer cleanup and catch-up services to get your books current, organized, and accurate.
It depends on how far behind you are, but most projects are completed within 10 to 15 business days once we have all your documents. We’ll give you a clear timeline and keep you updated throughout the process
Not at all. Many of the clients who read this WeCare Bookkeeping FAQ come to us with messy books. We start with a free review and build a step-by-step cleanup plan — no judgment, just clarity.
Training Services
We provide hands-on training in bookkeeping basics, QuickBooks, and financial reporting. You can choose from one on one sessions, group workshops, or customized training built around your business or industry.
Yes — we’re happy to answer questions that come up after a session. If you need more help, you can always book a follow-up one on one session or workshop.
Yes — our training is ideal for business owners and team members who want to manage bookkeeping in-house. No experience required. We’ll teach you the skills you need to do it with confidence.
Absolutely. We’ll evaluate your business needs and recommend the best-fit solutions — whether it’s QuickBooks Online, a payroll system, or a point-of-sale platform. We’ll also handle the setup and make sure everything works together smoothly.
Yes — we’re happy to answer questions that come up after a session. If you want more in-depth help, you can always schedule an additional one on one session or workshop.
Beyond This WeCare Bookkeeping FAQ
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Get In Touch With Us
Interested in saving time, staying organized, and growing your profits? Reach out today to get started with us.