Frequently Asked Questions
We understand that bookkeeping can be overwhelming for small business owners. Our Bookkeeping Services are designed to simplify your financial management, ensuring that your records are accurate, organized, and fully compliant with IRS regulations. Whether you’re struggling with reconciling accounts, managing expenses, tracking income, or preparing for tax season, our expert team is here to support you. With our services, you can focus on growing your business while we handle the complex details of your finances. Our goal is to help you save time, reduce errors, and gain a clear understanding of your financial health, so you can make informed decisions and avoid costly mistakes. Below, we’ve answered the most common questions about our bookkeeping services to help you understand exactly how we can support your business.
Bookkeeping services involve recording, organizing, and maintaining your business’s financial transactions, including income, expenses, and bank reconciliations.
Accurate bookkeeping helps you stay compliant with tax laws, track cash flow, and make informed financial decisions.
Bookkeeping should ideally be done daily or weekly to ensure all transactions are up-to-date and accurate.
Yes, we use modern accounting software to securely manage your financial records online, accessible anytime.
We work with small businesses across various industries, including real estate, manufacturing, healthcare, and other professional services.
Absolutely. This is our preferred service, as we love a good challenge. Our clean-up services identify errors, categorize transactions correctly, and reconcile accounts to get your books in order.
We provide profit & loss statements, balance sheets, cash flow reports, and customized reports to help you understand your business finances.
Yes, we monitor outstanding invoices and bills, helping you manage cash flow and maintain strong vendor and client relationships.
Yes, we calculate, record, and track sales tax to ensure you remain compliant and avoid penalties.
Regular reconciliations, detailed reports, and professional oversight ensure accuracy in your financial records.
Yes, we can work with most major accounting software platforms to streamline your bookkeeping process.
The timeframe depends on how messy your records are, but our team works efficiently to bring your books up-to-date as quickly as possible.
Yes, we provide monthly, quarterly, or annual bookkeeping services tailored to your business needs.
We combine expertise, personalized support, and modern accounting tools to help small business owners save time, avoid costly mistakes, and gain financial clarity.
Certified Public Accountant (CPA) is licensed to perform audits, represent clients before the IRS, and provide complex tax advice. As dedicated bookkeepers, our expertise lies in the day-to-day financial recording of your business—managing transactions, reconciling accounts, and producing accurate financial statements. We provide the clean, organized financial data that is essential for any business, and which CPAs often use for higher-level advisory and tax filing.
No, we do not prepare or file tax returns. Our services are focused exclusively on accounting and bookkeeping. We specialize in maintaining perfect financial records throughout the year, which makes the tax preparation process much smoother and more efficient for you and your tax professional.
Professional bookkeeping saves you time, reduces stress, and provides invaluable insights. It gives you a clear, real-time view of your profitability and cash flow, helps you make informed business decisions, ensures you are prepared for tax season, and can often identify opportunities for cost savings and revenue growth.
We believe in simple, predictable pricing. We primarily offer monthly bookkeeping packages tailored to the specific needs and transaction volume of your business. This allows you to budget effectively and know exactly what you're paying for, with no surprises. We will provide a custom quote after a complimentary consultation to understand your requirements.
Getting started is easy! Simply contact us via phone, email, or our online form to schedule your free, no-obligation consultation. We'll discuss your business, your current financial processes, and your goals to determine how we can best support you.