Question 1

What does a bookkeeper do?

Accepted Answer

A bookkeeper helps track and organize your business’s financial transactions. This includes recording income and expenses, reconciling bank accounts, managing accounts payable and receivable, and ensuring your books are up to date for tax filing and financial reporting.

Question 2

How is bookkeeping different from accounting?

Accepted Answer

Bookkeeping focuses on the daily recording of financial transactions, while accounting involves analyzing, interpreting, and summarizing that financial data. Accountants often use the information provided by bookkeepers to prepare tax returns, financial statements, and provide strategic advice.

Question 3

What bookkeeping services do you offer?

Accepted Answer

We offer monthly bookkeeping, payroll services, sales tax filings, bank reconciliations, financial reporting, QBO setup and training, certified payroll reporting, AIA billing, and support with insurance audits and property tax returns.

Question 4

Do I need a bookkeeper if I already have an accountant?

Accepted Answer

Yes. A bookkeeper keeps your day-to-day finances in order so your accountant can focus on strategic planning, financial analysis, and tax preparation using clean, accurate records.

Question 5

Can you work with my current CPA or tax preparer?

Accepted Answer

Absolutely. We’re happy to collaborate with your accountant or CPA to ensure they have everything needed for year-end tax filings and financial planning.

Question 6

What software do you use?

Accepted Answer

We primarily use QuickBooks Online (QBO) for bookkeeping and offer setup, training, and support for it. We also work with payroll systems like Gusto, ADP, and others based on client needs.

Question 7

Do you offer catch-up or cleanup services?

Accepted Answer

Yes! Whether you're behind a few months or haven't touched your books in a year, we offer cleanup and catch-up bookkeeping to get you current and organized.

Question 8

How do I share my financial documents with you?

Accepted Answer

We provide a secure client portal where you can safely and conveniently upload bank statements, receipts, invoices, and other documents.

Question 9

Are your services remote or in-person?

Accepted Answer

Our services are primarily remote, allowing us to work efficiently with clients regardless of their location. However, we also offer on-site meetings or visits when needed, and you are always welcome to meet with us in our office for personalized support.

Question 10

How much do bookkeeping services cost?

Accepted Answer

Pricing varies depending on the size and complexity of your business, as well as the specific services required. We provide customized quotes tailored to your unique needs to ensure you receive the best value.

FAQS

Frequently asked questions