1. What exactly is the difference between a bookkeeper and a tax preparer? Think of us as the "daily architects" of your finances. While a tax preparer or CPA focuses on your year-end filing, VeriFlow manages your financial health every day. We ensure every transaction is captured, categorized, and reconciled so that when tax season arrives, your books are already finished and optimized for maximum deductions.
2. What is a "Cleanup," and do I need one? A cleanup is a specialized project for businesses that are months (or years) behind on their records. We reconstruct your financial history, reconcile old bank statements, and fix miscategorized entries. Once your "historical mess" is turned into a clean slate, you can transition into our seamless monthly maintenance.
3. Is my financial data secure? Absolutely. We utilize QuickBooks Online, which uses the same 128-bit encryption as major banking institutions. Furthermore, we implement secure, multi-factor authentication (MFA) and private portals for all document sharing. Your data is never stored on unsecured local hard drives.
4. I’m used to paper receipts. Will I lose control if we automate? Quite the opposite. You actually gain more control because you’ll have a digital trail for every penny. Instead of losing a receipt in a truck or a drawer, you’ll have a permanent, searchable digital copy "stapled" to the transaction in your books. You still approve the spending; we just automate the recording of it.
5. Do I have to do any manual data entry? Our goal is "Zero-Entry." By leveraging 20 years of digital transformation expertise, we configure your systems so that bank feeds, payroll data, and digital receipts flow directly into the correct categories. Your only job is the initial "snap" of a photo or an approval click—we handle the rest of the heavy lifting.
6. Does your automation work with my current industry software? In most cases, yes. We specialize in building "bridges" between your field-service software and your financial engine. During our Process Audit, we evaluate your current "tech stack" to ensure all your tools are communicating accurately without manual re-keying.
7. What if the automation makes a mistake? This is why "Expert Human Oversight" is a core part of our mission. Automation handles the repetitive speed, but a dedicated expert reviews the books every month. We act as the "quality control" to ensure the system is running exactly as intended.
8. How much time will I actually save each week? While every business varies, our clients typically reclaim 5 to 10 hours per week that were previously spent on manual entry, chasing missing documents, or trying to figure out their cash flow on a spreadsheet.
9. How do we begin? Every partnership starts with a 15-Minute Discovery Call. We’ll discuss your current pain points and determine if a One-Time Cleanup or a Process Audit is the right first step for your business.