Frequently Asked Questions
What accounting softwares do you use/support?
We currently use QuickBooks Online for our small business clients. If you do not currently have a bookkeeping software for your small business (or are open to switching), we can get you set up on QuickBooks Online with an ongoing 20% discount off the current subscription cost. Contact us for more details!
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For our church and non-profit clients, we recommend using Aplos which is user-friendly and specifically designed for your needs.
What industries do you serve?
Stoneridge Bookkeeping works primarily with small businesses in service industries (such as hairdressers, personal trainers, interior designers, consultants, appraisers, inspectors, etc.) as well as E-Commerce sellers and influencers. But don't hesitate to reach out no matter what industry you're in! We will ensure we are the right fit before moving forward. And, if we're not a good fit, we can help you find a bookkeeper who is from our amazing network of associates!
Where are you located?
Our home office is in Melissa, Texas (D/FW area). But, all of our support is done virtually, so we are able to serve clients anywhere in the US.
Do you prepare taxes or give financial advice?
We are not tax professionals or licensed financial advisors. Our top priority is keeping your books accurate and up-to-date so that these other professionals will have everything they need to help you with your tax returns or investments. (And, we will save you money by having everything ready to go when you meet with them!)
What are your rates/prices?
We customize a price for each of our customers depending on the extent of their needs. Some of the factors that we take into consideration include your type of business, the number of bank accounts/credit cards you have, and the number of transactions that come through each month.
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We also provide catch up/clean up services which are priced based on the complexity of the job.
How do I get started? What happens next?
Fill out the online questionnaire on the "Let's Get Started" page to tell us more about your business/church and your needs. From there we will set up a call/online meeting to go over your current books (if any) and discuss your needs. We will then customize a plan to meet those needs at a price you can afford.
How much do I (the business owner) need to do each month?
That's completely up to you!
If you fully outsource your bookkeeping to us, you won't need to do much at all. Our goal for our full-service clients is to give you back your time so you can focus on your business! We will teach you a quick and easy way to submit receipts/back-up for your expenses and give us access to any documents we need. You will also need to be available (usually via email) to answer any questions we have about various transactions. This will diminish greatly after the first few months as we get to know you and your business.
You can also choose to keep some of your bookkeeping entries "in-house". We will work out a plan and price that works well for both of us!