FAQs

Here are answers to my most commonly asked questions:

My bookkeeping is in too much of a mess. Can you do anything for me?

However big you think your mess is, chances are my team or I have seen and cleaned up bigger ones.  We’re experts in getting financial material organized and caught-up after months or even years have gone by.

I haven’t filed taxes in several years, can you help?

Absolutely. The first step is to get all the vital information pulled together so it makes sense.  That’s one of my specialties.  The next step is to get that information to your CPA, EA, or tax preparer. If you don’t have a tax preparer, we can recommend one.  I have helped a lot of clients in exactly this situation.

How much do you charge your services?

We charge a fair and sensible price for the excellent work we deliver. Regular monthly bookkeeping prices are based on the size of your business, the number of bank and credit card accounts you have, and the average number of transactions you do each month. Pricing for catch-up work is based on the number of months of backlog. In those rare instances where the situation is too complex to give you a price in advance, we’ll give you a price for estimating the full cost.

I know how to do this stuff, I just don’t have time to get to it.

Business owners get stuck with all the “hats” they haven’t yet found someone to wear. Let us take care of the books while you take care of business.

The taxes are coming due. Can you get me ready?

Almost certainly. And if we’re going to need more time, we’ll help you get an extension.

I need to get my books set up on QuickBooks.

We are Certified QuickBooks ProAdvisors.  We live, eat, and breathe QuickBooks.  How QuickBooks is set up at the outset determines whether you can get reports that are useful for managing your specific business.  We’ll make sure your books are set up right.

Isn’t it important to have a level of trust with your bookkeeper?

Let’s face it, your company’s financials are a private matter and need to be treated with care.  We insist on the highest standards of professionalism from our staff.  Our existing customers appreciate that.  As a result, a high degree of trust has developed in our relationship.  We strive to develop a similar relationship with you. Also, since we simply handle the record keeping side of your business – we never handle your check or bank accounts – we are an excellent double-check to see if anyone else has accessed your funds inappropriately.

Can you work effectively with my CPA?

We currently work with many different CPAs and tax preparers.  Most accountants and tax preparers prefer to spend their time on strategic financial and tax issues. They know if we do the bookkeeping, they won’t have to spend a lot of time fixing errors or making adjustments. That saves you money as well.

We do our own books but we occasionally need some QuickBooks help. Are you available to assist us?

No problem. We can do some or all of your bookkeeping. Or, we can do none of it – while helping you with setup, training, and support. We are available to you and your staff to handle any QuickBooks issues that come up.