Frequently Asked Questions
Answers to the questions we hear most. Don’t see yours? Reach out — we’re happy to help.
What if my books are behind or messy?
No problem! We specialize in bookkeeping cleanup and will get your records accurate, organized, and up to date — so you can move forward with clarity and confidence.
How much do bookkeeping and advisory services cost?
We offer flat-rate bookkeeping packages, advisory service add-ons, and custom pricing based on your needs — with no hidden fees.
What accounting software do you use, and what if I’m not on QuickBooks Online yet?
We use QuickBooks Online (QBO) for all clients because it’s secure, cloud-based, accessible from anywhere, and easy to collaborate on in real time. If you’re currently using another system — or no system at all — I’ll guide you through migrating your data into QBO quickly and accurately, even if you’ve never used accounting software before.
How do you keep my financial data secure?
We use bank-level encryption, secure file transfers, and strict confidentiality protocols to protect your sensitive information.
Do you offer a client login or portal?
Yes! All clients receive access to a secure online portal where you can view financial reports, upload documents, and track your books 24/7 from any device.
Do you offer anything beyond basic bookkeeping?
Yes! In addition to keeping your books in order, we offer advisory services like revenue and expense trend analysis, budgeting and forecasting, custom financial reports, and QuickBooks setup for new users. More advanced fractional controller services are coming soon.
I just need someone to check in on my books now and then — is that possible?
Definitely. We can review your accounting data monthly or quarterly to make sure everything is accurate and running smoothly. It’s a great way to get peace of mind without a full-time commitment.
How often will I receive updates?
You’ll get regular financial reports (weekly, monthly, or quarterly) plus quick responses whenever you have questions.
I see your business is new — what experience do you have?
While Claritas Finance Solutions is newly launched, I bring nearly 20 years of experience in accounting, finance, and business systems across multiple industries. These real-world, transferable skills mean I don’t just “do the books” — I help you create efficient, accurate, and insightful financial processes that support your business goals. Learn more about my background »
Can you help with payroll?
Absolutely. Payroll can be a headache, so we can either assist you with it or handle it entirely — whatever makes your life easier.
Can you help with tax preparation?
Yes — we’ll organize your books, ensure compliance, and work with your tax preparer so filing is smooth and stress-free.
Do you work with businesses outside my city?
Absolutely! We’re based in the Piedmont Triad area of North Carolina, but we work with clients nationwide through secure, cloud-based tools — so location is never a barrier.
Why hire a bookkeeper instead of doing it myself?
Because your time is valuable. We save you hours each month, reduce costly mistakes, and give you clear, accurate financial information so you can make smarter business decisions.
How do I get started?
Book a free consultation — tell us about your business, and we’ll create a custom bookkeeping plan that fits perfectly.
Still have questions?
Book a free consultation and we’ll walk through it together.