Frequently Asked Questions
Q1: What types of businesses do you work with?
A: We specialize in service-based businesses and e-commerce companies, but we also work with a wide range of small businesses that need reliable bookkeeping support.
Q2: Do I have to be local to work with you?
A: Not at all! Gerton Financial Solutions (GFS) is a remote-first firm. We use secure cloud-based tools (like QuickBooks Online) so we can serve clients anywhere in the U.S.
Q3: What bookkeeping software do you use?
A: We primarily use QuickBooks Online, the industry standard for small businesses. If you’re not set up yet, we’ll handle the initial setup for you.
Q4: How do your packages work?
A: Our monthly packages are flat-rate and based on your business needs. You can choose the level of support that fits you best, and we’ll grow with you as your business expands.
Q5: What’s included in the New Client Setup?
A: We’ll set up your QuickBooks account, chart of accounts, and initial workflows. If you’re switching from another bookkeeper or software, we’ll also migrate your data and make sure your books are clean and ready.
Q6: What if my books are behind or messy?
A: No worries — that’s what our Cleanup and Catch-Up services are for! We’ll bring everything current and accurate so you can start fresh and stress-free.
Q7: How do I get started?
A: Simply schedule your free consultations by clicking “Schedule Your Call” on our website. You’ll fill out a quick intake form, then schedule your free Discovery Call where we’ll review your needs and recommend the best service to fit your business’ financial needs. No commitment. No gimmicks. Just real support.
Q8: How do payments work?
A: Payments are due upfront for services. We’ll send you a digital invoice, and you can pay securely online via ACH/Wire transfer or credit card.
Q9: Do you offer tax services too?
A: Gerton Financial Solutions (GFS) focuses on bookkeeping and reporting. However, we can collaborate with your CPA or tax preparer to make sure they have clean, organized books at tax time.
Q10: Can I upgrade or change packages later?
A: Yes! As your business grows, you can adjust or upgrade your package anytime. We’ll make sure you always have the right level of support at any stage of your journey.