Q: What is bookkeeping and why is it important for my small business? 

A: Think of bookkeeping as the foundation for your business's financial health. It's the process of recording all your financial transactions—like sales, purchases, and payments. Keeping accurate books isn't just about staying organized; it's essential for managing your cash flow, making smart business decisions, and making tax time a whole lot easier.

Q: I'm a sole proprietor/freelancer. Do I really need a bookkeeper? 

A: Absolutely! Even if you're a one-person show, your time is valuable. Hiring a bookkeeper frees you up from the nitty-gritty of tracking every transaction so you can focus on growing your business and serving your clients. We'll handle the paperwork so you don't have to.

Q: What kind of services do you offer? 

A: We pride ourselves on creating custom solutions to fit each client's unique needs. We can manage your entire general ledger on a monthly basis or simply handle basic ledger and journal entries so you don't have to do the "dirty work." Our services also include accounts payable with vendor management and accounts receivable with customer management. We also specialize in bookkeeping clean-up for businesses that have fallen behind on their record-keeping.

Q: How do you handle my financial information? Is it secure? 

A: We take the security and confidentiality of your financial information very seriously. We use secure and streamlined methods to handle your documents. We utilize Financial Cents as a client portal, where you can securely upload documents via a request link sent by email. No downloading necessary. For processing, we use Google Secure Drive to upload on a regular basis, and for long-term storage, we archive your documents offline in a secure drive, all in accordance with our company data retention policy. Your data's safety is our top priority.

Q: When will you be available to take on new clients? 

A: We are officially accepting new clients starting in August 2025! We're excited to start partnering with local businesses and helping them ride the wave to financial success.

Q: How do I get started with Jetty Wave's Bookkeeping? 

A: The best way to get started is to visit our website at www.jettywaves.net or call us at (361) 230-8019, we'd love to schedule a no-pressure chat to learn about your business and figure out how we can best support you.

Q: How does the onboarding process work? 

A: Getting started with us is easy! We'll begin with a free, no-obligation consultation to discuss your specific bookkeeping needs and goals. Once we agree on a plan that works for you, we'll send over an engagement letter outlining our services and fees. After that, we'll help you securely transfer any necessary documents and get you set up on our systems.

Q: How often will we communicate? 

A: Communication is key! We'll establish a communication schedule that fits your needs. This could be a weekly check-in, a monthly financial report, or just a quick email whenever you have a question. Our goal is to be accessible and keep you informed without adding to your workload.

Q: How do you handle invoices and payments? 

A: We'll send you a detailed invoice for our services on a pre-determined schedule, typically on a monthly basis. We accept payment by check or ACH. 

Q: What if I have an urgent question or an unexpected issue? 

A: We're here for you! While we'll have a regular communication schedule, we understand that things come up. Just send us an email, and we'll get back to you as soon as we can. We're committed to being a reliable partner for your business.

Q: Do you work with specific accounting software? 

A: We are proficient in a variety of popular accounting software platforms. During our initial conversation, we'll discuss which software you're currently using or which might be the best fit for your business, and we'll go from there.