FAQs
Everything you need to know before outsourcing your books
Browse the most common questions about SmartBooks Insight. Need more details? Our finance team is one conversation away.
Frequently Asked Questions
If you do not see the answer you need, schedule a call and we will map out the next steps together.
Which bookkeeping services are included every month?
Every engagement includes bank and credit card reconciliations, monthly close, financial statements, variance analysis, and a dedicated point of contact. Add AR/AP, payroll, or fractional CFO support as your needs evolve.
Can you help us catch up on backlogged books before going monthly?
Yes. We scope a cleanup sprint—typically 30, 60, or 90 days of historical work—then transition into the recurring service tier you choose. The same pod that handles cleanup manages your account going forward.
Do you work with our existing tools such as QuickBooks, Xero, or NetSuite?
SmartBooks Insight integrates with QuickBooks Online, Xero, NetSuite, Shopify, Stripe, Gusto, and dozens of other tools. Our automation team configures bank feeds, OCR intake, and dashboards during onboarding.
How does pricing work and are there long-term contracts?
Pricing is tiered by transaction volume and service mix. Plans start with monthly bookkeeping and scale up to controller and CFO-level support. Engagements stay month-to-month—[review pricing options](/pricing) or [chat with our team](/contact) for a custom quote.
Who will be on our account?
You are paired with a pod consisting of an accountant, a controller, and a tax strategist. They hold weekly or bi-weekly check-ins, monitor deadlines, and provide proactive recommendations tailored to your industry.
Can you coordinate directly with our CPA or investors?
Absolutely. We routinely collaborate with external auditors, CPAs, lenders, and investor groups to prepare documentation, answer due-diligence questions, and maintain compliance.
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