Answers to your most common questions
FAQs
Getting Started with Bookeyz
Bookeyz is a done-for-you bookkeeping service designed for small businesses and entrepreneurs. We categorize transactions, reconcile accounts, and deliver accurate monthly financial reports.
We work with freelancers, startups, agencies, and growing businesses who want clean, reliable books without the hassle of managing them themselves.
Just click “Get Started,” answer a few onboarding questions, and securely connect your bank and credit accounts. Our team will take care of the rest.
We’ll ask for your business name, accounting software (if applicable), and access to your financial institutions — all done securely through our dashboard.
Yes! You can book a free consultation to learn more about how Bookeyz works and what plan best fits your business needs.
How Our Bookkeeping Works
Every month, we categorize your transactions, reconcile your accounts, and deliver tax-ready reports — including P&L, balance sheet, and cash flow summaries.
Initial onboarding typically takes 2–3 business days once your information is submitted. We move fast to get your books up to date.
Initial onboarding typically takes 2–3 business days once your information is submitted. We move fast to get your books up to date.
Definitely. Our Catch-Up Bookkeeping service helps clients clean up months (or even years) of missing or outdated records.
We work with QuickBooks Online, Xero, and FreshBooks — and can integrate with your preferred tools where available.
Security, Support & Billing
Yes. We use 256-bit bank-level encryption, secure data storage, and strict access controls to protect your information.
You can securely upload files to your portal or email them to your dedicated bookkeeper. We make it simple and organized.
You’re billed automatically based on your chosen cycle — monthly, quarterly, or annually. You’ll receive an email invoice and dashboard confirmation.
Yes! If you’re not satisfied in your first 30 days, we’ll refund your payment — no hassle, no risk.
Yes — every client gets access to real human support. You can reach out to your assigned bookkeeper via email, and if you’re on a higher-tier plan, you’ll also have access to scheduled Zoom or phone support. We’re here to help, not hide behind a helpdesk.
Get professional, personalized bookkeeping on your terms.
Get accurate, stress-free bookkeeping tailored to your business.
Stay organized, save time, and always be ready for tax season with Bookeyz.
- Money Back Guarantee.
- No Onboarding or Setup Fees