PreAssessment Questionnaire
What software do you use for bookkeeping?
We use Quickbooks Online bookkeeping software that is reliable and secure. We can also work with the software you are currently using, ensuring a smooth transition and ongoing support.
Do you have any of the following in your books?
DON'T DELETE entries - your previous tax returns won't match your books!
Any bills, credits or adjusting entries in your unpaid bills reports that are incorrect?
Do you have any invoices or credits in your invoice report that you know shouldn't be there?
When you check your bank reconciliation screen, do you see any old (previous years') transactions that need to be addressed?
When you check your deposit screen, do you see any amounts that you know have hit your bank?
Do you have old credit card transactions in your reconciliation screen that you know have either cleared your credit card or shouldn't be there?
What services does Loba offer?
Loba specializes in bookkeeping services tailored for small business owners. We take care of your financial records, ensuring accuracy and timely updates, so you can focus on growing your business.
Can Loba help me understand my financial reports?
Yes, we provide clear explanations and insights about your financial reports, helping you understand your business's financial health and guiding you on how to use this information for growth.
What types of businesses do you work with?
We work primarily with service-based businesses, especially therapists, body workers, and life coaches, but also across various industries. Whether you are a startup or long established, we can tailor our bookkeeping services to meet your needs.
How do I get started with Loba's bookkeeping services?
Getting started is easy! Simply click on the "Schedule a free assessment" button in this website's header. We will discuss your needs, review your current bookkeeping situation, and create a customized plan for you.
Is my financial information secure with Loba?
Absolutely. We prioritize the security and confidentiality of your financial data using secure systems and best practices to protect your information.
How much do your bookkeeping services cost?
Our pricing varies depending on the size and complexity of your business. We offer competitive monthly rates and customized packages for cleanup/catchups. Contact us for a free consultation and quote.