Why is this call important? You will get to know your personal bookkeeper, who is going to be working on your books. Helps your bookkeeper better understand your business, pain points & n...

Why your Bookkeeper needs read-access to your online business accounts? When entrusting us to streamline financial management, you would be asked to provide your bookkeeper with access to your b...

Click on your bank name and perform the steps mentioned to provide read-only access to your bookkeeper. BANKS Amex Alaska USA Credit union Aliant Credit Union Ascend Federal Credit Union ...

Click on the tools to perform the steps to provide access to your bookkeeper. Tools Stripe Dubsado Square Shopify Expensify Stripe Log into the Stripe dashboard and navigate t...

Fincent works alongside QuickBooks Online to provide you with a complete bookkeeping solution. We do create a new QuickBooks Online account for you if you don’t already have one. We push all da...

Occasionally, we’ll request documents such as account statements or receipts to ensure the information we have is correct. All you’ll need to do is upload a file.

No. We don’t need any of your previous bookkeeping for work going forward, as we use your bank statements. All you need to send is your latest balance sheet and income statement. However, you migh...

We use 256-bit SSL/TLS encryption, the same as what is used for online banking and online shopping. All of our data resides on US-based AWS secure cloud servers.    Every Fincent employee underg...

Yes. We connect with most major banks in North America. Connecting your bank account gives your bookkeeping team access to your transaction history and account statements - nothing more.  

Yes, we can help you transition your books over to QuickBooks Online. During the onboarding process, we’ll make monthly journal entries in QuickBooks from your monthly account totals in your curre...

We provide most of our clients with accrual accounting, but offer cash accounting as well.    Cash bookkeeping only records when money enters or leaves a bank account. Accrual bookkeeping is the...

We don’t currently offer inventory management services, but will update the numbers in your monthly financials based on data provided either by you directly, or by the software you use, such as Tr...

Yes, we can issue 1099’s for our bookkeeping clients. Talk to your bookkeeper or our specialist to learn more.

Our preferred partners are Stripe, Square, Shopify, PayPal, and Amazon, but we support clients that use other merchant processor’s. We’ll work with you to connect accounts and pull the data we nee...

You can cancel any time - we will never tie you into our service. We keep your financials in QuickBooks Online, so you can always access your data if you decide to leave.                        ...

We review your plan on an ongoing basis. If your rolling 6 month expenses have changed since your last review, either up or down, we’ll let you know if we’re going to adjust your plan one month in...

No. All Fincent plans include monthly bookkeeping for up to 15 financial accounts. They can be anything from bank accounts to credit cards, loans or merchant processors.     If your business has ...

Yes. For example – In our current pricing tiers, Thriving plan has additional features like project tracking. In case you are on a Growing plan and wants this feature, you can upgrade your plan.