How long is an engagement?

You can engage us for recurring work (daily, weekly or monthly) or you can hire us just for a short project when you need temporary QuickBooks support. There are no long term commitments for our bookkeeping services. If you tell us that the engagement is over, we stop working immediately. It’s as simple as that.

Do we come to you or do we work remotely?

If you live in the Austin, Dallas or Houston, TX metro areas, we can do both. We have some clients who host their ProLedge bookkeeper at their office every week and others whom we never see face to face.

If you live outside of the Austin, Dallas and Houston metros, we offer QuickBooks support 100% remotely.We have a great technology infrastructure that makes it very easy to collaborate with clients remotely, including:

QuickBooks hosting servers

Web conferencing tools

Document management tools

Tasks management tools.

If it all sounds fancy and expensive, don’t worry. We use our technology wisely. Our goal is to improve efficiencies and save costs to you. Besides the costs saving, you will also enjoy the convenience of this remote collaboration: you can reach us at any time of the week, without having to wait for our next visit to get QuickBooks support. We can jump on a web conference within a minute of your call and see on your screen the problem that you have.

Use us as little or as much as you want

The scope of our engagements can vary dramatically from a client to another.

On one end of the spectrum, some clients engage us just to help them get setup. We configure QuickBooks for them, train them and that’s it. The clients take over all the bookkeeping functions. We remain available as a resource for QuickBooks support.

On the other end of the spectrum, we have clients who don’t want to have to touch QuickBooks with a 10 foot pole. They outsource the full range of bookkeeping services to us: data entry, Accounts Payable, Accounts Receivable, etc… All they ask for is a set of financial reports once a month.

However, the majority of our clients fall more in the middle of this range. Typically, the client would outsource certain tasks to us and retain others. For instance, it is not uncommon for the client to retain control over the invoicing process and delegate to ProLedge Bookkeeping Services the rest of the bookkeeping functions.

How does Training work?

We do not offer classroom training. Our training is one-on-one and focused specifically on your needs. Whether you never used QuickBooks before or you are an experienced user who needs training with a specific module of QuickBooks, we will tailor our instruction to your need and take you to the next level. We can typically address most needs in a 2 to 4 hour session. We don’t recommend more than 4 hours of training in a given day. If more training is required, we usually spread it over multiple days. Once you’ve been trained on the QuickBooks foundation, we strongly believe that the best way to keep learning QuickBooks is to roll up your sleeves and use it in real business situations. If you mess things up, we’re here as a safety net for QuickBooks support and to fix things.