Frequently Asked Questions

What exactly do you handle for me?

We take ownership of your accounting function including bookkeeping, reconciliations, monthly reporting, sales and corporate tax filings, and optional controllership or CFO oversight. You focus on running your business while we keep the numbers accurate and decision-ready.

Can you help me with historical cleanup of my finances?

Yes, absolutely. No matter how far back the cleanup needs to go, your dedicated NexLedge team will work with you to develop a plan that fits your business’s unique situation.

Do you only do monthly bookkeeping or can you do clean ups too?

We do both. Many new clients begin with a clean up when things are behind or disorganized and then continue on a monthly plan once everything is up to date and stable.

I already have a bookkeeper. Can you still work with me?

Yes, as long as we are leading the accounting function at a higher level. If someone is already entering data, we can review, correct, standardize and elevate reporting so your numbers are truly reliable.

Do you take one time projects like investor decks or financial models?

We only take on one time projects when they are linked to an existing monthly client relationship. We are focused on long term finance partnerships rather than one off transactional work.

Why hire you instead of a cheaper bookkeeper or a part time employee?

Working with us is not just data entry. You are paying for accuracy, risk reduction, tax compliance, structure, automation and experienced oversight without the cost of hiring a full internal finance team.

What sized businesses do you work with?

We typically work with small and mid sized businesses including start ups and companies up to roughly ten million dollars in annual revenue.

Which software do you work with?

We primarily use QuickBooks Online along with Dext, Wagepoint or ADP and other tools as needed. If you use another platform we can migrate you over.

Do your prices change as I grow?

Yes. As your business grows so does the complexity and volume of the work. When that change is material we adjust pricing to reflect the additional support required.

 

Do you file taxes?

Yes, we handle sales tax and corporate tax filings. For more complex or specialized tax matters we work with tax partners while remaining your primary point of contact.