FAQ
Find answers to common questions about our bookkeeping services, pricing, tax support, and how we help streamline your financial records and business operations.
FAQ
Your questions, answered
What differentiates Dedicated Books from traditional outsourced bookkeeping services?
At Dedicated Books, we offer a holistic approach to your finance and accounting needs. Unlike typical bookkeeping services, we function as your full-stack finance department, managing daily bookkeeping and providing financial insights to enhance your operations.
How do your Managed Services prepare my business for capital raising?
Our founder’s extensive experience in lending and capital markets informs our approach. Our Managed Services ensure your books are up-to-date and include monthly financial statements adhering to lender and investor best practices. We can swiftly generate specialized reports required by lenders and investors, facilitating efficient funding at favorable rates.
Do you specialize in specific industries?
Yes, industry specialization is key to delivering quality services. We understand industry best practices, optimal tech solutions, and provide specialized reporting and insights. We focus on industries we can serve well and will refer you to trusted firms if we believe another provider is better suited to your needs.
Can you provide financial guidance, advanced reporting, and forecasting?
Absolutely. We offer monthly cash flow forecasts, advanced reporting with industry-specific KPIs, monthly financial reviews, quarterly strategy calls, and annual budgeting to support your financial planning.
Who will be my primary point of contact?
You’ll have a dedicated relationship manager who hosts monthly virtual one-on-one meetings. Additionally, you can communicate with our team anytime via email or chat through our client portal, accessible via our smartphone app or the web. We’re always available to address urgent questions or changes in your business.
How do you ensure the security and confidentiality of my financial data in an online environment?
We utilize secure, cloud-based platforms with robust encryption standards. Our team adheres to strict internal protocols, including access controls and multi-factor authentication, to maintain the confidentiality of your data.
I already have a tax CPA. Will you collaborate with them?
Yes, we collaborate with your existing CPA to ensure seamless tax filing and planning. Our role is to provide accurate, day-to-day financial management and advisory services, delivering clean, organized financials to support your CPA’s tax services. If you don’t have a tax CPA, we can refer you to a trusted professional.
Do you charge by the hour?
No, we offer fixed monthly fees for transparency and predictability, allowing you to focus on running your business. During our consultation, we’ll discuss your needs and tailor a package that aligns with your budget and goals.
What is the onboarding process like?
Congratulations on choosing Dedicated Books! After your consultation, we’ll assign you a Relationship Manager to guide you through our three-phase onboarding process over 6-8 weeks:
Discovery & Design: We’ll assess your current systems, discuss your goals, and design a customized finance setup to scale your business.
Implementation & Cleanup: We’ll optimize your accounting system, introduce the right technology, and implement industry-specific processes.
Ongoing Support: We’ll provide continuous support, including monthly reviews and strategic planning, to ensure your financial operations run smoothly.
If you have additional questions or need further assistance, feel free to contact us.
Our Approach
We become your finance department. We learn what makes your business unique and then build a tailored solution. We handle your books and provide you with the data you need so that you can focus on running your business. Our monthly fixed fee structure eliminates unexpected costs, allowing us to focus on building a lasting partnership.
Competitive Advantage
Technology
We keep up with the latest technology. Rather than adopt every new tool, we carefully select the best tech to enhance accuracy and efficiency. We don’t rely on technology; it enhances our process.
Industry Expertise
The quality of our work reflects our specialized knowledge in select industries. Our deep understanding of these sectors enables us to provide services that meet and often surpass your industry’s benchmarks and best practices.
Experience
Our team brings years of combined experience working with businesses of all sizes, from local startups to multinational corporations. This diverse background allows us to craft specialized solutions for your business while addressing your unique challenges.
How It Works
Discovery
We start with an in-depth conversation—understanding how your projects flow, how you bid, and where the bottlenecks live. Then we design a system around it.
Implementation
We build the chart of accounts around your jobs, integrate the right software, and clean up any financial backlog—so you’re not carrying old errors into new bids.
Transition
We bring your team up to speed and build a process that works alongside your day-to-day operations, not against them.
Ongoing Partnership
We handle the books and reporting while providing regular insights that help you plan, grow, and stay ahead of the next job.
Why Choose Dedicated Books
Built for How You Work
We understand the realities of field-based businesses—deadlines, crews, cash flow. Our systems are designed to support that rhythm.
Real-Time Financial Visibility
From job costing to WIP reports, you’ll know what’s happening across every project—without having to dig.
Strategic Partnership
We don’t just report the numbers—we help you act on them. Smarter financial decisions, made easier.
