Frequently Asked Questions

Your business financials are in safe hands with us. We prioritize strict confidentiality, ensuring that your information remains private and will never be shared with third parties. If your business is facing challenges, you've come to the right place! Let's collaborate to streamline and organize your business and your financials, allowing you to identify areas that need improvement. Trust us to help you navigate through this phase and set your business on a path to success.

We’re available between the hours of 9AM - 7PM EST Mon-Fri & 10AM - 3PM EST on Saturdays. We do however try to answer any queries within 24 hours.

Absolutely not! The last thing we want is for you to be stuck paying for something you either can’t afford or don’t want. That simply would not sit right with us. Our clients have the option to cancel their monthly bookkeeping or virtual assistant services at any time.

We prioritize data privacy and security as fundamental aspects of our service. We adhere to strict confidentiality agreements and employ advanced security measures to protect sensitive information. Our commitment to data security is unwavering, as we understand the importance of maintaining the trust and confidence of our clients in handling their financial and personal data.

We can’t wait to hear from you! There are numerous ways to contact us. If you’re interested in our bookkeeping services, fill out our form here (link to consultation form). If you’re interested in our VA services, fill out our form here (link to VA intake form). No need to stress over our forms – they're just a tool for us to learn about you and your business, helping us customize our services to meet your specific needs. If you just want to chat, you can send us a quick message here (link to the get in touch form at the bottom of the contact page) or you can catch us on socials @katanibookkeeping

We ensure service quality and reliability through a team of highly skilled professionals and continuous training. We employ rigorous quality control checks, frequent performance audits, and utilize advanced software tools to guarantee accuracy and efficiency. Client feedback plays a crucial role in our continuous improvement process, allowing us to tailor and refine our services to meet specific needs. Our commitment to excellence guarantees that clients receive dependable, top-quality service every time.

Going virtual offers numerous advantages making it a preferred choice for our clients. Firstly, the virtual nature of our bookkeeping and assistant services offers unmatched flexibility and accessibility. Clients can effortlessly access financial information and receive administrative assistance from anywhere, anytime, bypassing the need for physical meetings or delayed updates. This approach also transcends geographical boundaries, allowing us to serve clients globally, thereby accommodating a wide variety of businesses. Additionally, our clients often experience significant cost savings with virtual services. They avoid the expenses related to maintaining office space, equipment, and commuting. Overall, our virtual bookkeeping and assistant services provide a blend of convenience, efficiency, and cost-effectiveness, enabling clients to focus on their core business operations while we handle their financial and administrative tasks proficiently.

We prioritize data privacy and security as fundamental aspects of our service. We adhere to strict confidentiality agreements and employ advanced security measures to protect sensitive information. Our commitment to data security is unwavering, as we understand the importance of maintaining the trust and confidence of our clients in handling their financial and personal data.

Your business financials are in safe hands with us. We prioritize strict confidentiality, ensuring that your information remains private and will never be shared with third parties. If your business is facing challenges, you've come to the right place! Let's collaborate to streamline and organize your business and your financials, allowing you to identify areas that need improvement. Trust us to help you navigate through this phase and set your business on a path to success.

CFOs are not just for large companies; businesses of any size can benefit from their expertise. Small and mid-sized businesses with complex finances, rapid growth plans, or facing significant financial challenges can greatly benefit from a CFO's strategic insights. Additionally, companies preparing for major financial events like mergers or seeking investment might also require the advanced skills and credibility a CFO offers. Increasingly, even smaller businesses are considering full-time or fractional (part-time/consulting) CFOs to guide their financial strategies and decisions. Having a Chief Financial Officer (CFO) can assist with the following tasks: 1. Complex Financial Needs: Small or mid-sized businesses with complex financial structures, diverse revenue streams, or plans for rapid growth can benefit from the strategic insight a CFO provides. 2. Growth and Scaling: As a business grows, the financial operations become more complex. A CFO can guide strategic investments, manage risks, and help navigate the financial challenges of scaling up. 3. Financial Challenges: Businesses facing financial challenges, such as cash flow issues, debt management, or preparing for a major financial transaction (like a merger or acquisition), may need a CFO’s expertise. 4. Strategic Decision Making: A CFO brings a high level of financial strategy to decision-making processes, which can be beneficial for businesses at different stages of growth. 5. Investor Relations: Businesses seeking investment or undergoing audits may require the advanced skills and credibility a CFO brings, regardless of their size.

We’re available between the hours of 9AM - 7PM EST Mon-Fri & 10AM - 3PM EST on Saturdays. We do however try to answer any queries within 24 hours.

The Chief Financial Officer (CFO) is responsible for managing the financial actions of a company. Their primary duties include tracking cash flow, financial planning, analyzing the company's financial strengths and weaknesses, and proposing corrective actions. The CFO oversees budgeting, forecasting, and various accounting functions while ensuring compliance with financial regulations. They play a key role in strategic planning, risk management, and decision-making to drive the company's financial success. Additionally, the CFO frequently collaborates with other senior executives and provides leadership and direction to the finance team.

We ensure service quality and reliability through a team of highly skilled professionals and continuous training. We employ rigorous quality control checks, frequent performance audits, and utilize advanced software tools to guarantee accuracy and efficiency. Client feedback plays a crucial role in our continuous improvement process, allowing us to tailor and refine our services to meet specific needs. Our commitment to excellence guarantees that clients receive dependable, top-quality service every time.

Going virtual offers numerous advantages making it a preferred choice for our clients. Firstly, the virtual nature of our bookkeeping and assistant services offers unmatched flexibility and accessibility. Clients can effortlessly access financial information and receive administrative assistance from anywhere, anytime, bypassing the need for physical meetings or delayed updates. This approach also transcends geographical boundaries, allowing us to serve clients globally, thereby accommodating a wide variety of businesses. Additionally, our clients often experience significant cost savings with virtual services. They avoid the expenses related to maintaining office spa ece, equipment, and commuting. Overall, our virtual bookkeeping and assistant services provide a blend of convenience, efficiency, and cost-effectiveness, enabling clients to focus on their core business operations while we handle their financial and administrative tasks proficiently.

Yes, our virtual assistants are capable of handling industry-specific tasks. We have a team with diverse expertise across various sectors, ensuring that we can match you with an assistant knowledgeable in your particular industry for efficient and standard-compliant task management.

Communication between a client and a virtual assistant is facilitated through preferred channels like email, phone calls, or text messages, with regular updates and task progress reported via project management tools or shared documents. This process is tailored to each client's needs, ensuring seamless and transparent interactions for a productive working relationship.

If you're not satisfied with our service, we'll promptly address your concerns. This could involve re-evaluating your needs, additional training for your assistant, or assigning a new virtual assistant better aligned with your requirements. Our priority is to ensure your complete satisfaction by making the necessary adjustments.

Yes, you have the freedom to select your virtual assistant from our range of options and change assistants if required. We focus on matching you with an assistant that best suits your specific needs to ensure your complete satisfaction.

We handle time zone differences by aligning our virtual assistants' schedules with the client's time zone, ensuring availability for timely communication and task completion. Utilizing scheduling tools and clear communication, we effectively coordinate tasks, providing seamless service irrespective of geographical distances.

Our virtual assistants specialize in supporting service-based entrepreneurs and businesses. They provide a variety of services including client communication, scheduling appointments, managing emails, handling invoicing and bookkeeping, and assisting with project management. They are also adept at conducting industry-specific research, preparing reports, and supporting marketing initiatives like managing social media accounts and content creation. Our assistants are equipped with the skills and tools necessary to efficiently support the unique needs of service-oriented businesses.

For additional or unexpected tasks beyond the initial agreement, we assess the new requirements and, if needed, adjust the scope of service accordingly. This may involve revising the plan or potentially allocating more resources to accommodate these tasks. Our aim is to be flexible and responsive to your evolving needs.

Our application processes in ongoing as there’s always a need for qualified candidates. Feel free to apply at anytime, we’ll conduct an interview and an assessment to see if we’re a good fit. We’ll let you know if you’ve been approved and once we have a client that you’ll be best suited for, you’ll go through an onboarding process.

Yes, the job is client specific and you’ll be matched with clients based on the client’s needs and your availability. We take both into consideration when pairing you with a client.

Absolutely! We’ll train you and be with you every step of the way to provide you with support and the tools you need to excel at your role.

Our contractors typically work a minimum of 10 hours per week to 40 hours per week.

It depends on the client you are matched with but typically we ask that you be available Monday-Friday 9AM - 5PM