FAQ
Questions, answered plainly.
What owners usually ask before the first call. If yours isn’t here, ask it on the call.
Getting started
How do we get started?
With a 30-minute discovery call, at no charge. If it’s a fit, you receive a written proposal with a fixed price. Onboarding follows once you accept. See how we work.
What if my books are years behind?
That’s common, and it’s fixable. A Cleanup & Catch-Up project brings them current and correct at a fixed quote, set after an initial review. Then monthly bookkeeping keeps them that way.
Do I have to do the Health Check first?
No. The Business Health Check is a good starting point if you want a full, outside read before committing, but many clients start monthly bookkeeping or controller services directly.
Do you work with businesses outside my state?
Yes. All work is remote, and Baywell serves businesses anywhere in the U.S.
Pricing
How is pricing set, and will it change?
Every engagement has a written scope and a fixed price. Monthly services are priced on transaction volume, the number of accounts and entities, and whether inventory is involved. The price changes only if the scope does, and you hear about it before it changes. No hourly billing surprises.
What do the services cost?
Monthly Bookkeeping starts at $300/month. The Business Health Check starts at $1,500, one-time. Fractional Controller / CFO services start at $1,500/month. Cleanup & Catch-Up is quoted per project. Compare the services.
How is the Health Check billed?
50% at engagement and 50% on delivery of the report.
Working together
How do we communicate, and how fast do you respond?
Mostly by email, with scheduled video calls for onboarding, walkthroughs, and monthly reviews. You hear back within one business day.
What’s the difference between bookkeeping and controller services?
Bookkeeping keeps your records accurate and closed every month, with a monthly call to walk through the financials. Controller services add a deeper layer: a KPI report, margin by job, product, or customer, a rolling cash forecast, and an hour-long review focused on what drives the business and where to grow.
Do you prepare taxes?
Not at this time. Baywell works with your tax preparer and hands over clean, tax-ready books.
Is my financial data secure?
Access runs through your accounting system’s own user permissions and secure bank feeds. Baywell never asks for your banking passwords. You own the books, and you can revoke access at any time.
Platforms
Do I need to switch accounting software?
Not if you use QuickBooks Online, Xero, or NetSuite. Baywell works in your system, and the books stay yours. If you use something else, we’ll talk through the options on the discovery call.
Can you set up my accounting system from scratch?
Yes. A new or badly set-up file is handled as part of onboarding or a Cleanup project, with a clean chart of accounts built around how your business actually runs.
Still have a question?
Ask it on a 30-minute discovery call. No charge, and a plain answer about whether we’re the right fit.