Frequently Asked Questions

What is bookkeeping, and why is it important for my business?
Bookkeeping involves recording, organizing, and maintaining financial transactions. It helps ensure your business has accurate financial records for reporting, decision-making, and tax filing.
What services does your bookkeeping company offer?
Outside of categorizing transactions and bank reconciliation, we also offer support for accounts payable/receivable, financial reporting, payroll processing, tax preparation support, and expense tracking.
Do I need bookkeeping if I already have an accountant?
Yes! Bookkeeping ensures your daily financial transactions are accurately recorded and organized, which makes it easier for your accountant or CPA to focus on strategic tasks like tax planning, financial analysis, and compliance. We can also work directly with your CPA to provide them with accurate records and reports.
What if I already have my CPA managing my books?
If your CPA is handling your books, you might be paying more than you need to. Hiring a bookkeeper like us is a more budget-friendly way to keep your day-to-day finances organized—we handle things like categorizing transactions and reconciling accounts so everything’s accurate and ready for tax season. Plus, we’ll team up with your CPA to make sure they have everything they need to file your taxes on time, saving you time, money, and stress.

Can you help if my books are behind or disorganized?
Absolutely! We specialize in cleaning up and catching up bookkeeping records to get your business back on track. Whether your books are a few months or even years behind, we’ll review your financial records, organize your transactions, and ensure everything is accurate and up to date. Once your books are caught up, we’ll help set up processes to keep things running smoothly moving forward. You’ll have peace of mind knowing your finances are in order and ready for tax season or any other financial needs.

What software do you use for bookkeeping?
We exclusively use QuickBooks Online because it’s what we’re best at. As certified QuickBooks ProAdvisors, we’re experts in using the platform and know all the tips and tricks to make it work perfectly for your business.
Do you offer virtual/remote bookkeeping services?
Yes, we’re primarily an online company, and we work with clients all over the country! Our services are designed to provide convenient, efficient support no matter where you’re located. We’re happy to meet with you via video calls to discuss your books, answer questions, and ensure you feel supported every step of the way.
How often will you update my books?
We update your books weekly to keep everything accurate and up to date. At the end of each month, we make sure your books are clean, reconciled, and ready for review so you can always rely on accurate financials.

How much do your services cost?
Pricing varies depending on the scope of services provided. We work with you to assess the scope of bookkeeping needed to offer you customized packages to fit your business needs.
What if I only need one-time help with bookkeeping?
We provide one-time services, such as quarter-end or year-end cleanup or preparation for tax filings.
Do you offer different bookkeeping packages?
No, we don’t use a one-size-fits-all approach. Instead, we tailor our bookkeeping services to meet the specific needs of each client, ensuring you get precisely what your business requires.

How do you ensure the confidentiality of my financial data?
We take data security seriously and have formal documentation outlining our policies and procedures to protect your financial information. We use secure systems and encrypted platforms and follow strict confidentiality protocols to safeguard your sensitive data. Our commitment to security ensures your information is handled with the utmost care and remains protected at all times.
Are your services compliant with tax laws and regulations?
Yes, we ensure that your books adhere to all relevant tax laws and financial regulations. To ensure proper compliance, we utilize sections of IRS Publication 4557 and NIST 500-53 to drive our compliance and data protection policies and procedures when it comes to protecting client financial information.

How do I get started with your bookkeeping services?
Contact us via phone or email to schedule a free consultation. We'll assess your needs and tailor our services to your business needs.
What documents or information do I need to provide?
At the beginning of each month, we will request your bank and credit card statements. Depending on your business type, we may also request invoices, receipts, and payroll data.
Can you work with my CPA or tax preparer?
Yes, we often collaborate with accountants and tax professionals to ensure seamless financial management.