Frequently asked questions
Answers to common questions.
Quick answers about how Eric works, the organizers, and getting started. For anything specific to your books, just ask Eric.
Clear answers, useful next steps
Choose the question most relevant to the file today.
For a question specific to your records, workflow, or current QuickBooks condition, use the inquiry form or call. That keeps a possible next step grounded in the actual situation.
See what to expect first01Is this a walk-in office?+
No walk-in office. Most clients are local to The Woodlands and Montgomery County, and in-person meetings are by appointment only at Eric's residence. Because the work is done online, businesses anywhere in the continental U.S. can work with Eric too.
02What happens after I reach out?+
The first step is a practical conversation about the business, the QuickBooks file, and the support needed. That exchange helps establish the clearest next step before any work begins.
03How does pricing work?+
It depends on the condition of the file, how many accounts are involved, and how often the work happens. After a short review, Eric gives you a written quote before any work starts: a fixed price for cleanup and setup projects, and a flat monthly fee for ongoing bookkeeping. Nothing extra is billed without your approval.
04Do you only work with QuickBooks Online?+
Support can cover QuickBooks Online and Desktop editions. The right approach depends on the file, workflow, and questions the business needs to answer.
05I’m not sure if my books need cleanup or ongoing help.+
That is common. The first conversation is designed to clarify the condition of the file and the scope of support that makes sense.
06Does using an organizer establish an engagement?+
No. The organizers help collect useful context for a conversation. They do not establish an engagement, determine scope, or replace a discussion about the actual file and workflow.
07Do you provide tax advice through the website?+
No. Website content and downloadable organizers are informational. They do not provide individualized tax advice or determine tax treatment.
08How should I share requested records?+
Do not send passwords or sensitive access codes by email. Once a document-sharing path is agreed, use the external Client Portal for requested records.
09Can I request an in-person appointment?+
Yes. In-person meetings are held at Eric's personal residence, 151 Del Monte Pines Drive, Montgomery, TX 77316, by appointment only. Eric can also come to your business anywhere in Montgomery County. Please schedule before visiting; walk-ins can't be accommodated.
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