Question 1

What types of businesses does Assurna work with?

Accepted Answer

We specialize in serving insurance agencies, medical and law professionals, and e-commerce businesses. Our team has deep expertise in the unique bookkeeping and compliance requirements of these industries. Whether you're a growing startup or an established practice, we tailor our services to fit your specific needs.

Question 2

What do I need to get started with Assurna?

Accepted Answer

To ensure accurate bookkeeping from day one, we require three things: (1) Electronic access to your financial accounts, (2) A system for tracking business expenses, and (3) Separation of personal and business finances. Our onboarding team will guide you through the setup process to make the transition seamless.

Question 3

How long does onboarding take?

Accepted Answer

Most clients are fully onboarded within 2-3 weeks. This includes connecting your accounts, reviewing your chart of accounts, and ensuring our team understands your business operations. We charge a one-time onboarding fee equal to one month of service to ensure a thorough and accurate setup.

Question 4

Do you work with international businesses?

Accepted Answer

Yes, we can support your business if you operate as a US entity, regardless of where you're located globally. We can also provide consolidated reporting for US entities with foreign subsidiaries. However, we currently do not support non-US entities.

Question 5

How does your pricing work?

Accepted Answer

Our pricing is transparent and scales with your business. Bookkeeping plans are based on your monthly expenses and complexity, while Tax and CFO services have fixed pricing tiers. Visit our pricing page to see detailed breakdowns for each service. All plans include dedicated support from your finance expert.

Question 6

What's included in my bookkeeping plan?

Accepted Answer

All bookkeeping plans include monthly financial statements, transaction categorization, bank reconciliation, and a dedicated bookkeeper. Higher tiers include faster monthly close times, accrual-based accounting, year-end tax packages, and priority support. We use industry-standard software to ensure your books are always audit-ready.

Question 7

Can I add accounts payable and receivable services?

Accepted Answer

Yes! While AP/AR services aren't included by default, we can add them to any bookkeeping plan. This includes sending invoices to your customers and managing bill payments. Contact us to discuss your specific needs and pricing.

Question 8

What's the difference between your bookkeeping tiers?

Accepted Answer

Our Essentials plan covers core bookkeeping needs with monthly financial statements. The Core plan (our most popular) adds faster close times, accrual accounting, and enhanced reporting. The Custom plan is designed for complex businesses requiring specialized attention, custom reporting, and strategic financial guidance.

Question 9

How do prices change as my business grows?

Accepted Answer

We believe in predictable pricing. Each month, we review your average expenses from the prior 3 months, along with changes in connected accounts and transaction volume. If your business complexity increases significantly, we'll notify you before any pricing adjustments take effect.

Question 10

What's the difference between cash and accrual accounting?

Accepted Answer

Cash accounting records transactions only when money changes hands. Accrual accounting (which we recommend) records revenue when earned and expenses when incurred, providing a more accurate picture of your financial health. We use accrual accounting from day one to avoid painful transitions as you grow.

Question 11

When will I receive my monthly financial statements?

Accepted Answer

Timing depends on your plan. Essentials clients receive statements by the 20th business day of the following month. Core clients receive them by the 10th business day. Custom plan clients can request expedited close schedules based on their needs.

Question 12

Is support included? Can I ask questions?

Accepted Answer

Every plan includes dedicated support from your finance expert. We respond to most inquiries within one business day. You can reach out via email, phone, or our in-app messaging system. Your bookkeeper is there to answer questions, provide insights, and help you understand your numbers.

Question 13

Do you handle payroll?

Accepted Answer

While we don't process payroll directly, we integrate seamlessly with leading payroll providers like Gusto, ADP, and Paychex. We'll ensure your payroll transactions are properly recorded and reconciled in your books each month.

Question 14

What if I need tax preparation services?

Accepted Answer

We offer comprehensive tax services for businesses of all sizes. Our tax plans include federal and state tax return preparation, quarterly estimated tax calculations, and tax planning strategies. Your bookkeeping and tax teams work together to ensure accuracy and maximize deductions.

Question 15

What accounting software do you use?

Accepted Answer

We use QuickBooks Online for all bookkeeping services. QuickBooks is the industry standard, which means seamless integration with tax preparers, banks, and other financial professionals. It also provides you with real-time access to your financial data whenever you need it.

Question 16

Can I access my books anytime?

Accepted Answer

Yes! You'll have 24/7 access to your QuickBooks account to view reports, check balances, and monitor your financial health. We also provide a client portal where you can upload documents, communicate with your team, and track the status of your monthly close.

Question 17

What apps and tools do you integrate with?

Accepted Answer

We integrate with hundreds of business tools including Stripe, Shopify, Square, Bill.com, Expensify, and major banks. If you use specialized software for your industry (like practice management systems for medical offices or agency management systems for insurance), we can likely integrate with those as well.

Question 18

How do you keep my financial data secure?

Accepted Answer

Security is our top priority. We use bank-level AES 256-bit encryption for all data transmission and storage. Our team follows strict access controls, and we never share your information with third parties. All connections to your financial institutions use secure, read-only access through trusted providers.

Question 19

What is your cancellation policy?

Accepted Answer

You can cancel your subscription at any time. Your service will continue through the end of your current billing cycle. If you've prepaid annually and decide not to renew, simply let us know before your renewal date and we'll stop billing for the next cycle.

Question 20

If I prepay annually, does that lock in my price?

Accepted Answer

Annual prepayment provides a discount, but if your business grows significantly and your service needs exceed what you've prepaid for, you'll be billed the difference that month. We'll always notify you before any adjustments to ensure transparency.

Question 21

What happens to my data if I leave Assurna?

Accepted Answer

Your data belongs to you. If you decide to leave, we'll provide you with complete access to your QuickBooks file and all supporting documentation. We'll also assist with transitioning to your new bookkeeper or in-house team to ensure continuity.

Question 22

Do you offer refunds?

Accepted Answer

Due to the nature of our services, we don't offer refunds for completed work. However, if you're not satisfied with our service, please reach out to discuss your concerns. We're committed to making things right and ensuring you're happy with the quality of our work.

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