Frequently Asked Questions
Got Questions? We’ve Got Answers.
Explore our Frequently Asked Questions to learn more about our mobile notary, loan signing, and virtual bookkeeping services. From what to expect during your appointment to how we handle security and scheduling, everything you need to know is right here.
Bookkeeping FAQs
What does a bookkeeper do?
A bookkeeper records financial transactions, reconciles accounts, and provides reports so you can track your business finances accurately.
What’s the difference between a bookkeeper and an accountant?
Bookkeepers manage day-to-day records, while accountants focus on high-level financial strategy and tax filing.
Do I need a bookkeeper if I use QuickBooks?
Yes — QuickBooks is a tool, but a bookkeeper ensures the data is entered correctly and interpreted properly.
How much does bookkeeping typically cost?
Costs vary, but most small business plans range from $200–$600/month depending on volume and services.
What’s included in monthly bookkeeping services?
Services usually include transaction categorization, bank reconciliations, financial reports, and client support.
Can you help me clean up past bookkeeping errors?
Yes, we offer QuickBooks cleanup and catch-up services for messy or incomplete books.
How do you access my financial documents?
We use secure cloud-based platforms to access your bank feeds, receipts, and documents — no in-person meetings needed.
Do you work with sole proprietors and LLCs?
Yes, we serve businesses of all sizes and structures — including freelancers and LLCs.
Is my financial information secure?
Absolutely. We use encrypted tools and follow strict confidentiality protocols.
How often will I receive financial reports?
You’ll receive monthly Profit & Loss, Balance Sheet, and Cash Flow reports.
What are common bookkeeping mistakes to avoid?
Mixing personal and business expenses, failing to reconcile accounts, and incorrect categorization are most common.
What is the difference between cash and accrual accounting?
Cash records when money moves; accrual records when revenue/expenses are incurred — even if not yet paid.
Do you help with tax filing?
We don’t file taxes, but we prepare and organize your books so your CPA has everything they need.
Can I hire you just for a one-time cleanup?
Yes — we offer one-time or ongoing service packages depending on your needs.
How does virtual bookkeeping work?
Everything is handled online — from document uploads to monthly meetings — no office visits needed.
What documents should I keep for bookkeeping?
Keep receipts, invoices, bank/credit statements, payroll records, and business-related contracts.
Can you integrate with platforms like Shopify, Square, or Gusto?
Yes, we specialize in QuickBooks integrations for payment, payroll, and e-commerce tools.
How do you handle late or missing transactions?
We investigate discrepancies and communicate directly with you to resolve any gaps.
Do you provide financial advice or just reports?
While we don’t provide investment or legal advice, we help interpret your numbers so you make informed decisions.
What’s the benefit of outsourcing my bookkeeping?
You save time, reduce errors, and gain clarity — allowing you to focus on running your business.
Loan Signing FAQs
What does a loan signing agent do?
A loan signing agent ensures mortgage documents are signed, initialed, dated, and notarized correctly..
How is a loan signing agent different from a notary?
All loan signing agents are notaries, but they’re specially trained to handle complex real estate and mortgage paperwork
What documents are included in a loan signing package?
Typically: promissory note, deed of trust, closing disclosure, loan estimate, and affidavits.
How long does a loan signing appointment take?
Usually 45–60 minutes, depending on the size of the package and borrower familiarity.
What happens if the borrower has questions?
We refer them back to the loan officer or title company — we cannot explain loan terms.
Are you trained to handle mortgage documents?
Yes — we are trained and NNA Certified to properly manage real estate signings.
What ID is required for a loan signing?
A valid, government-issued photo ID is required — typically a driver’s license or passport.
Can you provide scanbacks or drop documents at FedEx/UPS?
Yes, we offer scanback services and handle package drop-offs as needed.
Do you bring the documents or do I print them?
We print loan documents on legal/letter size paper using dual-tray printers unless otherwise specified.
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Can you explain the loan terms to the client?
No — we can point out where to sign, but we legally cannot explain the terms.
Are you certified and background-checked?
Yes — we are NNA Certified, Background Screened, and E&O Insured.
What happens if a signature is missed?
We double-check documents, but if something is missed, we promptly return for correction at no extra charge.
Do you offer same-day or after-hours loan signings?
Yes — we offer flexible scheduling including evenings and weekends.
What areas do you cover for loan signings?
Rancho Cucamonga, Fontana, Ontario, Upland, Riverside, and surrounding areas.
Can you handle commercial loan packages?
Yes — we’re trained to handle both residential and commercial loan documents.
Mobile Notary FAQS
What is a mobile notary?
A notary who travels to your location to notarize documents for convenience and flexibility.
What types of documents can you notarize?
Power of attorney, affidavits, deeds, trusts, parental consent, DMV forms, and more.
What do I need to bring to a notary appointment?
A valid ID and the unsigned document(s). Do not sign in advance.
What kind of ID is acceptable?
Driver’s license, passport, state-issued ID, or military ID — must be current and photo-based.
How much does a notary appointment cost?
In California, the standard fee is $15 per notarized signature plus travel fees (varies by location).
Can I get something notarized at my home or office?
Yes — we come to your preferred location
Can you notarize documents in Spanish or another language?
Yes, but both signer and notary must understand the document — otherwise a translator is needed.
Do both parties need to be present for notarization?
Yes — anyone signing must appear in person with valid ID.
Can you notarize documents for someone in a hospital or care facility?
Yes, we’re experienced with medical settings and can perform bedside notarizations.
Are mobile notary services legal and valid in court?
Yes — notarizations performed by a commissioned notary are legally recognized.
Can you perform notarizations on weekends or holidays?
Yes — we offer flexible appointments, including evenings, weekends, and holidays.
What happens if I forget my ID?
You’ll need to reschedule — California law requires ID for all notarizations.
Can you notarize real estate, trust, or estate documents?
Yes — we routinely handle legal and financial documents, including trusts and deeds.
Are your services confidential?
Absolutely. All information is kept private and in compliance with California law.
Do you offer remote online notarizations?
Not yet, but we are preparing to offer this service soon. Stay tuned!