What's the first step?
Before you become a e:countable client we meet with you twice (face-to-face or remotely). First, an introductory meeting to determine at a high level if we’re a good fit for each other. Second, an in-depth meeting to gain a clear understanding of your business or non profit, your needs and expectations. No fee. No obligation. Our proposal is then prepared which spells out the agreed upon services, timeframes, and our fixed monthly fee and/or hourly consulting fees.
Who will serve as my accountant?
Your e:countable team will include multiple qualified accountants depending on your level of service: your primary accountant will complete recurring monthly work and be your main point of contact for routine correspondence, a controller will supervise and review accountant work as well as assist with technical questions and a controller or CFO will assist with special projects budgeting, forecasting and strategic planning.
What will happen to my historical data?
In most cases, we transfer your existing accounting file to our platform where we maintain all historical data. If your books require extra attention to be current and accurate, we will perform the reconciliations necessary to ensure the account balances are correct for the current year. As long as your data is on our platform, it is backed up nightly and retained for 90 days. It’s also backed up quarterly and retained for one year.
How do I access my financial information?
You can access your data anywhere and any time, as long as you have internet access.
Will I lose control over my financial information?
You remain in control of your cash flow because all disbursements require your approval prior to payment. Our Service Level Agreement defines the services e:countable will perform for you and the frequency of those services. Processes are defined up front so each party’s responsibilities are clear. If you choose to leave e:countable at any time you will be provided with the most recent version of your accounting.
Who will have access to my financial records?
Only the accountants on our staff (W-2 employees) will have access to your financial records. We don’t outsource to independent bookkeepers or accountants, and we all live and work here in the U.S. As the business owner you will have access to your financial records as well, if you so choose.
I already have a bookkeeper. Does e:countable replace my current bookkeeper?
In many cases we supplement an organization’s bookkeeper due to growth, partially reassigning other duties to your existing bookkeeper, or as a way to enhance controls to mitigate the risk of fraud. We can be an organization’s full-service accounting solution, or provide à la carte services from our menu of services.
How much does e:countable’s service cost and how does it compare to the cost of an in-house staff?
Before you become our client, an introductory meeting and an in-depth meeting allow us to gain a clear understanding of your business, processes, and what’s important to you. Our meetings are also meant to provide you with an understanding of the services we provide and how we provide them. We will assess the condition of your QuickBooks files as well as the quantity and complexity of transactions. A fixed monthly fee is determined. In most cases, e:countable can provide bookkeeping and accounting services that are cost effective when compared to the salary, benefits, as well as the time and expense involved with hiring, training and retaining an in-house accounting department.
What's the next step after signing on?
We will work closely with you during the first couple of months to ensure a smooth transition to our platform. During the onboarding process, we will transition the responsibilities outlined in the Service Letter Agreement to our team of accounting professionals. One on one training will be provided to familiarize you with the process for accessing your financial data and approving invoices (if bill pay services are selected). The timing for daily, monthly and quarterly processes will be coordinated. It is vitally important to us that you are completely comfortable with the systems and processes when selecting us as your virtual accounting solution.
How are your services structured?
We offer a variety of services and customize our Service Level Agreement to meet the specific needs of your organization. Our services are scalable and we have the flexibility to adapt our level of service as needed.
Service Levels

Traditional ‘write-up’ service:

  • You: pay your bills, invoice your clients, etc.
  • We:
    • Record all transactions
    • Perform bank account and balance sheet reconciliations
    • Generate income statement, balance sheet, cash flow statement
  • Modified cash basis accounting
  • Services performed monthly or quarterly

Outsource certain accounting functions:

  • You select which services you wish for us to perform and which functions you prefer to keep in house.
    • For example, we pay your bills, perform bank account reconciliations, record all accounting transactions, generate financial statements, while you continue to invoice your clients and process your payroll
  • Cash, modified cash or accrual basis accounting
  • Services performed daily, weekly or monthly

We perform all accounting functions on your behalf:

  • Cash, modified cash or accrual basis accounting
  • Services performed daily, weekly or monthly
  • Includes monthly financial review meetings

A la carte:

  • Any combination of the bookkeeping, accounting and controller/CFO services we provide