Yes, we offer free trials for all our services. A free trial will give you chance to check the quality of our services and help you in deciding whether you want to enrol for our services.
Your free trial includes one month of your bookkeeping completed in the form of an income statement and balance sheet. To give you an idea of how GFA works, we’ll set up your accounts
Whether or not you decide that GFA is the right fit for your business, the income statement and balance sheet are yours to keep.
Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs. On this call, we’ll gather any extra documentation we need to complete your books.
Once we have everything set up, we’ll complete a month of your bookkeeping in 2-3 working days. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.
When your financial statements are complete, we review them with you on the phone. This call is an opportunity for you to ask any further questions you may have about our service before you make a financial commitment to GFA.
Nope! We only collect your payment info if you decide to continue with our service. Your trial is 100% risk-free—no surprise auto-billing.
During your free trial, we’ll evaluate your business’s monthly expense volume to determine which subscription package is the best fit for your business.
We review your plan annually. If we find that your average monthly expense level has changed since your last review (either increased or decreased), we’ll let you know one month in advance before adjusting your price. You can always request a mid-year pricing review if your bookkeeping needs suddenly change.
Yes, absolutely. We never lock you in to our service, and we make sure it’s easy to get your financials from GFA should you ever decide to leave.
(so if a client cancels any month into a 12 month agreement and has paid for 12 months then the client gets a refund for the unused months?)
We use QuickBooks, Xero, Lacerte, TurboTax to name a few are well versed with different kind of cloud accounting & bookkeeping software.
We work with a varied client base: sole proprietorships, LLCs, LLPs, S Corp and C Corp with revenues ranging from under $25,000 per month all the way up to a few million dollars annually.
We provide the majority of our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.
However, we can and do provide clients with accrual basis bookkeeping or adjustments. With this system, revenues and expenses are recorded when they’re earned, regardless of when the money is actually received or paid.
If you’re unsure which system is right for you, talk to us. We’d be happy to develop a modified plan that suits your individual financial needs.
We don’t offer these services yet, but we do partner with other companies (like Gusto and Fresh books) that specialize in different areas of business administration.
We don’t file your taxes with the IRS, but we make sure you’re set up perfectly for tax time. We prepare a Year End Financial package that contains everything you need to file.
If you have a CPA, we’ll work with them directly. We can even give your CPA their own GFA login, so you don’t have to worry about emailing back and forth or sending them your files.
If you don’t have a CPA, we can set you up with one we work with and trust.
While we can make suggestions to keep your bookkeeping stress-free, we can’t provide you with tax, legal, or financial advice. We recommend consultations with a CPA,or an attorney for tax or legal advice.
Bookkeeping gives you a crystal clear picture of where your money is coming (and going). When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions.
Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.
Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant.
Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper whenever you’d like. Theirs is an extra fee or hourly charges for support—we’re always happy to help you about bookkeeping and your financial statements.
Once we receive all of your documents, we’ll complete your bookkeeping for the month within 7-10 business days. This gives us enough time to make any necessary adjustments before the end of the month.
Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.
We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.
Yes! You can add any amount of Catch Up bookkeeping to a standard GFA plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.
This depends on how many months of Catch Up bookkeeping you need, but typically it takes us about 2-4 weeks to complete one year’s worth of overdue bookkeeping.
Chat / Call with an On boarding Specialist to get an exact turnaround time.
We’ve been in business since 2016
We serve several small to mid-sized business owners across the United States and UK
We connect your bank and merchant processor accounts to GFA for seamless data transfer. So, for the most part, we’ll have all of the transaction information we need to do your books.
There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as dragging and dropping a file. We’ll take care of the rest.
Our US office answers calls Monday to Friday during US business hours of 9 am to 6 pm ET. Our service delivery team is available Monday to Friday 8 am to 2 pm ET. If you want to connect beyond these hours please write to us and we will respond or call back within 12 hours.
Within the GFA app, we protect your data with 256-bit SSL/TLS encryption. That’s the same level of encryption you’ll find with online banking and online shopping.
Every GFA employee goes through a rigorous screening process, including multiple interviews and a criminal record check.