Bookkeeping FAQ | WonEthio Advisors

Question 1

How do I get started with WonEthio Advisors?

Accepted Answer

It's simple — book a free 30-minute consultation through our contact page. We'll review your current situation, understand your needs, and recommend the right plan. If it's a good fit, we'll get your onboarding started right away.

Question 2

What information do I need to provide to get started?

Accepted Answer

We'll need access to your accounting software (QuickBooks, etc.), your bank and credit card statements, and any existing financial records. We'll walk you through exactly what's needed during onboarding — it's straightforward.

Question 3

How long does onboarding take?

Accepted Answer

Most clients are fully onboarded within 3–5 business days. If your books need cleanup first, that timeline may be longer depending on the scope of work.

Question 4

What bookkeeping software do you use?

Accepted Answer

We specialize in QuickBooks Online. If you're using a different platform, we can discuss migration options or work within your existing setup depending on the situation.

Question 5

Do you handle payroll?

Accepted Answer

We don't process payroll directly, but we do maintain accurate payroll records and can coordinate with your payroll provider to ensure everything is properly recorded in your books.

Question 6

Do you prepare tax returns?

Accepted Answer

We don't file tax returns, but we prepare your books to be fully tax-ready so your CPA can work efficiently. We coordinate directly with your tax preparer at year-end to make the process smooth.

Question 7

Can you help if my books are a complete mess?

Accepted Answer

Absolutely — that's one of our specialties. Our Book Cleanup and Catch-Up Bookkeeping services are designed exactly for this situation. We'll untangle everything and get you back on track without judgment.

Question 8

How is pricing determined?

Accepted Answer

Pricing is based on your business size, monthly transaction volume, and the services you need. We offer flat-rate monthly plans so you always know what you're paying — no surprises.

Question 9

Are there any hidden fees?

Accepted Answer

Never. We believe in complete transparency. Your monthly rate is agreed upon upfront, and any additional one-time services (like a book cleanup) are quoted separately before we begin.

Question 10

Do you require a long-term contract?

Accepted Answer

No long-term contracts. We work on a month-to-month basis. We earn your business every month through the quality of our work.

Question 11

What payment methods do you accept?

Accepted Answer

We accept ACH bank transfer and major credit cards. Invoices are sent monthly and due within 5 business days.

Question 12

How quickly do you respond to questions?

Accepted Answer

We respond to all client inquiries within one business day — typically much faster. You'll never be left wondering where things stand.

Question 13

Will I work with the same person every month?

Accepted Answer

Yes. You'll have a dedicated bookkeeper who knows your business, your accounts, and your preferences. Consistency is important to us.

Question 14

How do you deliver monthly reports?

Accepted Answer

Reports are delivered via email at the end of each month. You'll receive your P&L, balance sheet, and any other agreed-upon reports in a clear, easy-to-read format.

Frequently Asked Questions

Getting Started

Services & Scope

Pricing & Billing

Communication & Support

Still Have Questions?