Contact Us

Who should reach out to us?

If you are in need of a bookkeeping Sacramento CA that has experience in working with small businesses to multi-million dollar businesses, and you want to work with a bookkeeper that is highly rated and top reviewed, than you should contact us today.

Who will you talk to when you reach out to Sacramento Bookkeeping With Integrity?

We will have a qualified team member reach out to you over the phone if you fill out the form on this page. If you decide to give us a call we will always answer if we are available and we will always call you back promptly if we are unavailable when you call, or if you call after hours. Reaching out to us through our web form is our preferred method for customers to reach out.

What is your onboarding process?

Our leadership team determines the process for onboarding new customers. They have created a system to calculate a smooth transition from step to step. The first step is for us to get in touch with each customer over the phone. We simply want to find out some basic information, we ask about the problem you may be having, or what you are hoping to accomplish by reaching out to a Sacramento CA bookkeeper that rates highly. Once we have confirmed that your problem is one we may be able to help you solve, we will schedule time to do a more thorough Zoom call assessment.

What sorts of questions are you going to ask me on the first phone call?

In order to determine if we are a good fit for you and if you are a good fit for us, we ask a number of different questions relating to your business. The first question we will be asking if you reach out to Sacramento Bookkeeping With Integrity are the basics of your name, address, how you heard about us (for marketing) and contact information in the event that we get disconnected. We will ask how long you have been in business. We will ask if you currently have a bookkeeper. Once we have the basics covered, we begin exploring to see what problem you might have, or if you are just in need of bookkeeping services. If you are having a problem, we consider it an honor that you have reached out to us for a solution and we are as thorough as possible in gaining an accurate understanding of the problem so that we can easily determine if we are truly able to help you out. We may be asking about your budget range, but not to worry, we charge a flat monthly rate, so you always know what to expect and are never surprised about your bill.

How does Sacramento Bookkeeping With Integrity handle bookkeeping?

• We start by reviewing your current books to understand your business betters
• We will identify areas of opportunity
• We will implement a plan that is right for you and your business
• We will advice on any bookkeeping questions you may have

What do you want me to do if I am on this page right now?

If you are on this page and you are looking for a bookkeeper Sacramento CA can offer that is highly rated and reviewed then simply fill out the form! Or give us a call.

When do you typically get back to customers?

We try to get back to our customers as soon as possible. We find that speed and quality need not be mutually exclusive and we know that our bookkeeping Sacramento CA customers deserve both.

Where should I send an email if I need to reach out to you that way?

If you fill out the form on our website we are immediately sent an internal alert to call you. Outside of picking up the phone and calling us. Our business hours are 7 AM to 5 PM Monday through Friday.

Where can I learn more about the bookkeeping services you provide?

Head over to our services page to find out more about the types of bookkeeping services that we do as the highest and most reviewed bookkeeping Sacramento CA can offer you.

Do you service other businesses outside of the Sacramento CA area?

We operate out of the greater Sacramento area and we also have clients in other states within the USA.

How much information do I need about my bookkeeping needs before reaching out?

We understand that the majority of our clients are not familiar with bookkeeping terminology and don’t understand their “bookkeeping” issues beyond, “my currently bookkeeper does not communicate with me,” or, “I cannot get clear answers,” or “I really need to know what my bank balances are on a regular basis”. As business owners we know that issues can arise in our bookkeeping and finances, even if we have no clue how to fix it. Just give us a call and walk us through what you are experiencing so we can see if our services will be necessary.

How do they protect their clients’ confidential information?

Trust is one of the most important keys when it comes to financial matters. We listen to our clients, have open communications, and will answer questions in a timely manner.

Due to the ability of using QuickBooks Online, owners, CFO’s, etc, will have access to view their books at anytime.

It will always be our goal to be transparent with our clients and to make them comfortable with the work we perform.

How do you price your services?

Sacramento Bookkeeping With Integrity charges a flat rate so that our clients always know what to expect.

We have a tiered system, depending on the number of transactions a company has in any given month. Be sure to see our price list for our monthly prices.

What services do you provide?

Sacramento Bookkeeping With Integrity offers complete bookkeeping services utilizing QuickBooks online. These services include

• Complete bookkeeping
• Payroll
• Monthly Finance Reporting
• Budgeting
• Training business owners in financial statement interpretation

What is the scope of bookkeeping work?

There can be a big variation between services that bookkeepers offer. Your requirements will also vary depending on your skills and scope of the work your accountant completes.

Bookkeepers can act as management accountants and can analyze financial statements, and other bookkeepers can be limited to data entry.

What Sacramento Bookkeeping With Integrity can do for you:

• Monthly bank reconciliations
• Enter company expenses
• Pay suppliers
• Prepare financial documents
• Profit & Loss
• Balance Sheets
• Budget Reports
• Help interpret the reports

How will Bookkeeping With Integrity Communicate with their clients?

Sacramento Bookkeeping With Integrity likes to meet by appointment so that they can be focused on their client. This meeting is typically by Zoom or phone call.
A follow up email is sent directly after each phone call to set in motion items discussed on the phone/zoom as a reminder for both the bookkeeper and client what was discussed

What can you expect on delivery and response?

It is common to hear complaints about bookkeepers to be slow to respond to phone calls and emails. This is why at Sacramento Bookkeeping With Integrity, we prefer to have a set weekly or monthly meeting with our clients. Clients know what to expect and will receive their data in a timely manner.

When should you hire a bookkeeper?

Some would say that the first financial person to hire would be a good Accountant, and though there is merit in that statement, hiring a bookkeeper can save you time with your accountant, and therefore, money.

A good bookkeeper will help you keep track of your finances and reporting, making it easier to communicate with your accountant at the end of the year (or, in some cases, quarterly).

When you use a bookkeeper for business, things will be more accurately recorded. At Sacramento Bookkeeping With Integrity, it is important to us that we understand the needs of your business so that we can provide you with the best service possible.

Instead of focusing your time on basic bookkeeping, a good bookkeeper can help you focus on your business and the core principles and strategies of your business.

How does Bookkeeping work?

First, we go through your past books line by line. This includes a detailed review of your chart of accounts to insure that your past transactions are organized correctly and to gain a better understanding of your business’ needs.
We collaborate virtually to keep you up to date, answering your questions, and making sure we are on track.
Detailed reports are given so that you have a clear picture of your business’ performance. With clean, accurate reports, you can make more informed decisions regarding your business, face tax time with confidence and have more time to focus on your business.

What is included in your full-service bookkeeping?

Full service bookkeeping includes two phases: clean up and ongoing bookkeeping
The cleanup phase can include setting up a chart of accounts, connecting your bank accounts, or getting you up to speed, or all of the above
With ongoing bookkeeping services, your bookkeeper categorizes your transactions and reconciles your accounts on a monthly basis
Your bookkeeper will prepare your trial balance, and share a dropbox folder with you which includes the PDF copies of your monthly financial reports including profit and loss and balance sheet. For companies in need of Accounts Receivable and Accounts Payable reports, those can be included in the monthly reports.

What are bookkeeping services?

Bookkeeping service is the recording and keeping track of financial transactions of your business to accurately track the financial position of your business entity but also for its regulatory compliance. Besides maintaining financial records, bookkeeping services can also include:

• Monitoring performance indicators
• Maintaining accounts payables
• Reconciling finance statements with bank statements
• Budget and cash flow analysis
• Management reporting