Answers to the questions owners ask most often.

The first month is focused on installing the initial BB&T Financial Operating System rhythm. We start with a kickoff call, gather the access we need, set you up in TaxDome, review your accounting setup, deliver a 7-Day Financial Clarity Snapshot, clean up historical items if needed, reconcile core accounts, and deliver your first set of financial statements with a plain-English owner summary.

We typically need accountant access to QuickBooks or your current accounting platform, read-only bank and credit card statement access, and your engagement during onboarding so we can move through setup efficiently.

Yes. If your books need cleanup before we move into the regular monthly rhythm, we can help. Books that are 0 to 6 months behind do not show a separate cleanup fee in the calculator. For 7 to 12 months of backlog, the cleanup fee can be waived with a 3-month commitment. For 13 to 24 months, it can be waived with a 6-month commitment.

Essential Books covers the 7-Day Financial Clarity Snapshot, done-for-you monthly bookkeeping, reconciliations, tax-ready financial statements, a plain-English monthly summary, and year-end close support. Enhanced Books adds the monthly KPI scorecard, tax filing for one federal return and one state return, monthly tax reserve visibility, a Loom walkthrough with three action items, and priority support. Performance Accounting adds the CEO Financial Brief, 13-week cash flow forecast, weekly or custom dashboard, live monthly review, growth advisory work, board-ready reporting when needed, quarterly tax strategy review, and the highest support priority.

Essential Books is a strong fit if you want financial order and tax-ready monthly books. Enhanced Books is the core fit for most service businesses that want books, taxes, KPI visibility, and monthly clarity in one system. Performance Accounting is built for owners who need a deeper finance rhythm for cash flow, hiring, pricing, tax strategy, and growth decisions.

Yes, but the level varies by package. Essential Books is built around clean books and a year-end close for smoother tax prep. Enhanced Books includes tax filing for one federal return and one state return. Performance Accounting includes quarterly tax strategy planning as part of the ongoing advisory relationship.

Response expectations depend on your package. Essentials clients can generally expect a response within 1 to 3 business days, Enhanced clients within 1 to 2 business days, and Performance clients within 24 hours. These are guidelines to help you know what to expect when you reach out by email, text, or phone.

We aim to communicate clearly and directly. To help centrally manage communication and make sure nothing slips through the cracks, we leverage TaxDome as much as possible for client communication. They have an easy to use app that's perfect for communicating and managing documents. Of course, we can also communicate via email and phone where necessary. In addition, we communicate through Loom recorded walkthrough videos and live financial review meetings if applicable to your package.

We do more than send reports. A core part of the BB&T Financial Operating System is helping clients understand what the numbers mean, what is changing, and what deserves attention next.

Bookkeeping work is billed monthly based on the package and scope. Payment is due on the first of the month for that month’s services, and if work begins mid-month, the first invoice can be prorated.

Yes. As your business changes, you can move into a different level of support if you need more reporting, more communication, or more strategic guidance.

Yes. Cleanup and catch-up work is scoped separately from ongoing monthly service because the amount of work can vary significantly depending on the condition of the books. Books that are 0 to 6 months behind do not show a separate cleanup fee in the calculator. Once the books are more than 6 months behind, the estimate moves in quarter-sized backlog ranges. Cleanup fees can be waived with a 3-month commitment for 7 to 12 months behind, or with a 6-month commitment for 13 to 24 months behind.

No, we currently do not offer those services at this time.

We currently do not work with businesses with activity outside the USA or businesses with inventory.