FAQs

Can you figure out what’s wrong with my accounting and/or bookkeeping system?

Yes. Our background in software implementation and integration allows us to identify underlying issues in technology systems as well as transactional data. When the issue is resolved, we can help you implement a more simple, intuitive solution.

How do I migrate my system to the cloud?

Data exports and imports are used to transfer customers, vendors, transactions, and the chart of accounts to the new system. Then, the account balances must be verified. Fulcrum Finance takes this one step further by providing the training needed to ensure the day-to -day processes are understood and documented.

Is my data secure?

Our software solutions reflect the latest enhancements in data security.

Do you serve businesses with under $100k in annual revenue?

Yes. We offer affordable project-based and subscription services for businesses of all sizes.

How much does Fulcrum Finance cost?

The virtual nature of our business requires minimal overhead that allows us to offer affordable rates and value-priced subscription packages. We provide free consultations to anyone interested in receiving an estimate.

Do you do payroll?

No. We work with your current payroll provider to integrate personnel costs, including payroll, tax withholdings, benefits, and workers’ compensation, into your bookkeeping and accounting systems. We believe the ROI of combining these systems is a real advantage. If you don’t have a payroll provider we can make a recommendation.

What does Fulcrum Finance do?

Fulcrum Finance exists to help business owners within the animal ecosystem increase their financial capacity and competency. We focus on:

• Integrating the right tools and processes into day-to-day operations and training to ensure they're used effectively

Do you offer tax services?

Fulcrum Finance works with your CPA to maintain up-to-date financial records all year long, resulting in less stress and zero surprises during tax season. If you don’t have a tax preparer, we can make a recommendation.

How many people will be handling my account?

At most, two people – a bookkeeper and a seasoned CFO.

Do you support Quickbooks?

Yes. Fulcrum Finance is a Certified Quickbooks Advisor. We are also Xero Advisor and Migration Certified.

What bookkeeping and accounting software do you support?

We support Quickbooks, Xero, Freshbooks, and many more. We also support applications that go beyond accounting including Practice Management and POS systems.

Do you handle sales and use tax?

Yes. We help our clients integrate the software needed to simply and accurately capture and report sales tax obligations.

Which Practice Management Systems do you support?

We support popular, cloud-based Practice Management Systems like IDEXX Neo, Smart Flow Sheet, Cornerstone Practice Management, AVImark, Hippo Manager, and Vetter.

What type of businesses do you work with?

We support the entire animal ecosystem. From veterinarians and groomers to boarding facilities, rescue organizations, and the manufacturers, distributors, and retailers of pet products – we share the passion for the joy that animals bring to us.

What is the difference between a bookkeeper, accountant, and CPA?

Bookkeepers record transactions within a framework that already exists, like Quickbooks; accountants focus on turning transactional data into meaningful information; while CPAs focus on taxes and compliance. All three tend to be concentrate on reporting what happened in the past. Fulcrum Finance bridges the gaps between your past (reports), present (operations), and future (growth) with a holistic and technology-driven approach. We are the business partner that can help you confidently navigate the financial dimension of your business.

How do we work together?

Technology bridges the gap between physical location and offers many tools to enhance real-time collaboration and productivity. We utilize screen sharing and video conferencing for training and creating solutions, cloud storage platforms to share documents, and we often communicate via text to ensure quick and efficient support.

What does Fulcrum Finance do?

Fulcrum Finance exists to help business owners within the animal ecosystem increase their financial capacity and competency. We focus on:

• Integrating the right tools and processes into day-to-day operations and training to ensure they're used effectively

Do you offer tax services?

Fulcrum Finance works with your CPA to maintain up-to-date financial records all year long, resulting in less stress and zero surprises during tax season. If you don’t have a tax preparer, we can make a recommendation.

How many people will be handling my account?

At most, two people – a bookkeeper and a seasoned CFO.

Do you support Quickbooks?

Yes. Fulcrum Finance is a Certified Quickbooks Advisor. We are also Xero Advisor and Migration Certified.

Can you figure out what’s wrong with my accounting and/or bookkeeping system?

Yes. Our background in software implementation and integration allows us to identify underlying issues in technology systems as well as transactional data. When the issue is resolved, we can help you implement a more simple, intuitive solution.

What bookkeeping and accounting software do you support?

We support Quickbooks, Xero, Freshbooks, and many more. We also support applications that go beyond accounting including Practice Management and POS systems.

How much does Fulcrum Finance cost?

The virtual nature of our business requires minimal overhead that allows us to offer affordable rates and value-priced subscription packages. We provide free consultations to anyone interested in receiving an estimate.

Do you handle sales and use tax?

Yes. We help our clients integrate the software needed to simply and accurately capture and report sales tax obligations.

Which Practice Management Systems do you support?

We support popular, cloud-based Practice Management Systems like IDEXX Neo, Smart Flow Sheet, Cornerstone Practice Management, AVImark, Hippo Manager, and Vetter.

What is the difference between a bookkeeper, accountant, and CPA?

Bookkeepers record transactions within a framework that already exists, like Quickbooks; accountants focus on turning transactional data into meaningful information; while CPAs focus on taxes and compliance. All three tend to be concentrate on reporting what happened in the past. Fulcrum Finance bridges the gaps between your past (reports), present (operations), and future (growth) with a holistic and technology-driven approach. We are the business partner that can help you confidently navigate the financial dimension of your business.

How do I migrate my system to the cloud?

Data exports and imports are used to transfer customers, vendors, transactions, and the chart of accounts to the new system. Then, the account balances must be verified. Fulcrum Finance takes this one step further by providing the training needed to ensure the day-to -day processes are understood and documented.

Is my data secure?

Our software solutions reflect the latest enhancements in data security.

What type of businesses do you work with?

We support the entire animal ecosystem. From veterinarians and groomers to boarding facilities, rescue organizations, and the manufacturers, distributors, and retailers of pet products – we share the passion for the joy that animals bring to us.

Do you serve businesses with under $100k in annual revenue?

Yes. We offer affordable project-based and subscription services for businesses of all sizes.

How do we work together?

Technology bridges the gap between physical location and offers many tools to enhance real-time collaboration and productivity. We utilize screen sharing and video conferencing for training and creating solutions, cloud storage platforms to share documents, and we often communicate via text to ensure quick and efficient support.