Clear answers about how ZaiFlow works, what we support, how pricing is determined, and how we protect client information.
Category 1: Popular Questions
ZaiFlow is led by Chartered Accountant-qualified professionals with experience across bookkeeping, accounting, audit, internal controls, and financial reporting. Our process focuses on accurate categorization, monthly reconciliation, clear reporting, and CPA-ready records.
ZaiFlow is based in San Ramon, California and focuses on serving U.S. businesses remotely.
Yes. ZaiFlow works with QuickBooks Online and Xero workflows. If your books are currently in spreadsheets or another system, we can review your setup and recommend the best next step.
Yes. ZaiFlow provides catch-up bookkeeping for overdue records and clean-up bookkeeping for books that contain errors, duplicate entries, incorrect categories, or unreconciled balances.
Category 2: Services and Scope
Catch-up bookkeeping brings missing or delayed records up to date. Clean-up bookkeeping fixes inaccurate or messy records, including unreconciled accounts, duplicate entries, incorrect categories, and unclear balances.
ZaiFlow focuses on bookkeeping, reconciliation, financial reporting, and CPA-ready records. We can help organize your books and coordinate with your U.S. CPA, but tax filing depends on the agreed engagement scope and should be handled by a qualified tax professional where required.
Yes. We can prepare organized reports, reconciled records, and open-items summaries to support your CPA’s tax or advisory work.
Both. You can start with a one-time catch-up or clean-up project, or move into ongoing monthly bookkeeping and reporting support.
Category 3: Pricing and Payments
Pricing depends on transaction volume, number of bank and credit card accounts, software setup, current bookkeeping condition, payroll/AP/AR complexity, reporting needs, and whether catch-up or clean-up work is required.
We publish starting prices to give businesses a clear reference point. Final pricing depends on transaction volume, number of accounts, software setup, bookkeeping condition, payroll/AP/AR complexity, reporting needs, and urgency.
Essential monthly bookkeeping starts at $299/month. Growth monthly bookkeeping starts at $499/month. Expanded finance operations support starts at $799/month. Final scope and pricing are confirmed after review.
Catch-up and clean-up projects start at $750/project. Final pricing depends on how far behind the books are, the number of accounts, transaction volume, missing records, and the condition of the bookkeeping file.
Payroll recordkeeping, accounts payable (AP) support, accounts receivable (AR) support, and advanced reporting may be included in the right package level or scoped separately depending on your business requirements. We confirm final package scope and services during our initial diagnostic review.
A review helps us understand whether the work is simple monthly bookkeeping, catch-up, clean-up, or broader finance support. This prevents under-scoping or overpricing the work.
Payment terms are confirmed in the engagement proposal before work begins.
Category 4: Security and Confidentiality
ZaiFlow uses a privacy-first approach, limited access where possible, secure digital collaboration where available, and careful handling of sensitive financial records. NDA arrangements may be available on request.
Access depends on the agreed service scope and software setup. Where possible, ZaiFlow uses controlled or limited access methods and confirms access requirements before work begins.
ZaiFlow does not sell client information. Coordination with a CPA, tax advisor, payroll provider, or software provider should happen only where authorized by the client.
Category 5: Getting Started
Start by booking a free consultation or submitting the contact form. We review your bookkeeping setup, software, transaction volume, current issues, and deadlines before recommending the right service scope.
The consultation is a practical discovery call. We ask about your current books, software, pain points, and goals. It is not a high-pressure sales call.
Usually we need details about your accounting software, number of bank and credit card accounts, approximate transaction volume, how far behind the books are, and the support you need.
Start time depends on scope, availability, access, and the condition of your books. ZaiFlow confirms timing after the initial review.
