Help Center

Find Answers to Common Question

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General Question

Quick answers about getting started and how we work

How can I contact customer support?

Email hello@bookupper.com or use the form on our Contact page. We reply same day or next business day. For urgent issues, add [Urgent] in the subject and include your company name.

How do you ensure data privacy and security?

We follow least-privilege access with 2FA, never share credentials, and use read-only connections where possible. Every reconciliation has an audit trail (evidence folders + monthly checklist). We’ll sign an NDA on request, run periodic access reviews, and export/hand back your data at offboarding.

How do I get started with BookUpper?

Book an intro call. We’ll learn about your business and current tools, confirm fit, and outline scope and pricing. If you move forward, we set up secure access and begin onboarding, aligning deliverables and cadence, then running your monthly close and reporting.

Can I schedule a consultation?

Yes. Schedule a free 15-min intro or a 45-min deep-dive on our Contact page. Helpful items to bring: a recent (redacted) bank statement, chart of accounts export, AR/AP aging, and your payroll/tool list.

Service Question

What we do, who we help, how to start, and how we protect your data

What services does BookUpper offer?

We run the finance basics end-to-end and add guidance where it matters.
• Bookkeeping & Reconciliation (monthly close)
• Finance BPO (AP/AR) — bills, approvals, payments, invoicing & collections
• Payroll Management — runs, taxes and year-end forms
• Tax & Compliance — sales tax, 1099/W-9 workflows, documentation
• Finance Operations Advisory — budgeting cadence, spend controls, KPI reviews
• Fractional CFO & FP&A — forecasts, scenarios, board-ready reporting
• Finance Technology Advisory — tool-agnostic guidance on selection, integrations and data quality.

Which businesses are a good fit?

Growing SMBs that want reliable numbers and a predictable month-end close. Typical fits include SaaS, services, agencies and eCommerce/DTC; single or multi-entity. If you’re between 0–50 employees and need cleaner books, faster close and clearer cash/KPIs, you’ll feel the value quickly.

How do I get started / contact you?

Book a 15-min intro call on our Contact page or email hello@bookupper.com. We reply same day or next business day. After a short assessment we share a 90-day plan with owners and dates.

How do you ensure data privacy and security?

We follow least-privilege access with 2FA, keep an audit trail for reconciliations, and store evidence in structured folders. We never share credentials, use read-only feeds where possible, sign NDA on request, and hand back/export your data at offboarding.

Payment Question

Billing, invoices, and payment options, clear and simple

Do you offer flexible payment plans?

Most engagements are billed monthly as a retainer that matches your volume and complexity. Project work (clean-ups, migrations, dashboards) can be fixed-fee with milestones. We’ll align scope and cadence on the intro call.

How can I request an invoice for the services?

Invoices are emailed to your designated billing contact on the agreed schedule. Each invoice includes a PDF, a line-item summary, and payment instructions.

How do I update my payment information?

Reply to any invoice or email hello@bookupper.com to change the billing contact. For ACH/wire, use the instructions on the invoice. For card payments, we’ll send a secure link, we never accept card details by email.

Are there any additional fees I should be aware of?

No hidden fees. Third-party software subscriptions and government filing fees are paid by the client. If extra work is needed (e.g., historical clean-up, urgent projects), we’ll quote it up front before proceeding.