Need Help?
FAQs
How do I start working with AceLine Bookkeeping?
It begins with a free discovery call where we learn about your business. After the call, you’ll receive a welcome packet to review and choose the bundle that fits your needs. Then, we’ll send you an engagement letter to sign. Once signed, you’ll get access to your company’s secure Google Drive folder and onboarding begins!
What are SOPs and why would I need them?
SOPs (Standard Operating Procedures) are written documents that outline how specific tasks or processes are done in your business. We can help you create them for $25 per page to improve consistency and efficiency.
How will you access my financial information?
If your bank or credit card allows, we recommend setting up a view-only user for us. If not, you can securely upload your statements to the shared Google Drive.
Is my information safe?
Absolutely. We use secure software to store all login and client data, nothing is kept in spreadsheets or browsers. Your information is 100% confidential and is never shared publicly or outside the AceLine team.
Do I need to provide bookkeeping software?
If you already have a software you prefer, we can work with it. If not, you’ll be responsible for the subscription to the software we recommend (e.g., QuickBooks).
Can I book a consultation or meeting outside of the bundle?
Yes! Discovery calls are free. Additional meetings outside of your selected bundle are $45/hour, and you can add monthly text support for $20/month.