FAQs
At Your Expert Office, we know that choosing the right support partner is a big decision. This page answers the most common questions about how we work, what we offer, and how we support small business owners like you.
If you don’t see what you’re looking for, feel free to contact us here. We’re happy to help.
Bookkeeping Support
Do you offer virtual bookkeeping services?
Yes. All of our bookkeeping support is fully remote, so we can serve clients across the country with convenience and care. Everything is handled securely online, including document sharing and reporting.
What bookkeeping software do you work with?
We primarily use QuickBooks Online (QBO) and Xero, two of the most trusted cloud-based bookkeeping platforms. If you’re already using one of these, great! We’re ready to jump in.
If you’re already using a different system, we’re happy to assess and see how we can best support you.
Can you help me clean up messy or outdated books?
Absolutely. Whether your books need organizing, catching up, or a total reset, we can get you back on track and give you a clearer picture of your finances.
Do you offer monthly or quarterly reports?
Yes. We provide regular financial reports (based on your bookkeeping tier) so you can stay informed and make confident decisions. We’ll also walk you through what your numbers are telling you, no jargon required.
Administrative Services
What types of admin tasks do you handle?
We support small business owners with a wide range of admin tasks, including scheduling, inbox management, client onboarding, file organization, data entry, and more.
Can you support my business remotely?
Yes. All of our administrative support is provided virtually, using secure, user-friendly systems that keep you organized from anywhere.
Is your administrative support customizable based on my needs?
It is. We tailor our support to your business goals, comfort level, and workflow. Whether you need occasional help or ongoing support, we’ll build a plan that fits.
Notary Services
Do you provide mobile notary services?
Yes, we do. We come to you—your office, home, or another public location—to make the process simple and stress-free. All notary services are by appointment only.
What areas do you serve for notary appointments?
We currently serve clients in [insert service area]. Not sure if you’re in range? Just reach out and we’ll confirm availability.
How do I schedule a notary appointment with you?
You can schedule a notary visit by reaching out via our website, email, or phone. We’ll confirm your documents, location, and appointment time in advance.
Working With Us
How do I get started with your services?
Start with a free discovery call! We’ll learn about your business, identify what kind of support would be most helpful, and walk you through our next steps.
Do you offer free consultations?
Yes. We offer a no-pressure 30-minute discovery call to help you get clarity and see if we’re a good fit.
What industries or types of businesses do you typically work with?
We work with a variety of service-based business owners, including coaches, consultants, creatives, and professionals. If your work is purpose-driven and you need backend support, we’d love to help.
Are your services ongoing or project-based?
Both. We offer one-time services, project-based work, and monthly retainers depending on what your business needs right now.
What time zone do you work in, and can you support businesses in other regions?
We operate on Central Standard Time (CST), but we work with clients all across the U.S. As long as you don’t require us to be available during your specific business hours, we’re happy to support you no matter where you’re located.
Please note: Notary services are only available in Wisconsin. Visit our Notary Services page for details on the areas we currently serve.
What does your onboarding process look like?
After your discovery call, we’ll send a service proposal for review. Once approved, we’ll send over your contract, onboarding checklist, and schedule your kickoff session. From there, we get to work.
Payments & Policies
How does billing work?
We typically bill monthly or per project. Invoices are sent by email and are due upon receipt unless otherwise outlined in your agreement.
Do you require contracts or retainers?
Yes. We use a simple service agreement that outlines our scope of work, timeline, and policies. Retainers may apply for ongoing services to hold your spot on our calendar.
What is your cancellation or rescheduling policy?
We ask for 24 hours’ notice to cancel or reschedule an appointment. For ongoing services, we require 30 days’ written notice. We aim to be flexible, and we appreciate open communication.