Commonly Asked Questions
What does a bookkeeper do?
We oversee the company's everyday finances by examining and organizing various accounts, transactions, and reports. We consistently generate reports such as profit and loss, balance sheet, and cash flow statements. These reports will provide you with a clear understanding of your business's financial health, saving you both time and money.
How do I know if I need a bookkeeper?
We are here to help, especially if:
You are too busy to work on your books
You are unable to use your financial statements to your advantage due to them being outdated.
You dread the crunch time of tax season.
You have plans to expand your business.
You just don’t want to do the bookkeeping.
I see you are certified in Quickbooks, do you work in other bookkeeping software as well?
No, we have chosen to become masters in Quickbooks, the industry standard, to ensure we are extremely efficient in our operations.
I currently use Xero to manage my books, are you able to move all my information over to Quickbooks?
Yes, whether it is receipts in a shoe box or online software, in most cases we can help get you moved over to Quickbooks.
Do I need to clean up my books and get them up to date before I hire a bookkeeper?
No, we've got this awesome process where we meticulously go through your books to modernize and tidy up all the transactions. Finally, you can efficiently manage your daily operations with insightful reports that drive sound business decisions, leading to increased profits and business expansion.
What other services do you provide?
We would love to also assist with accounts receivable, accounts payable, pay bills, sending invoices, account depreciation, inventory, as well as 1099 preparation. If something isn't mentioned here, please don't hesitate to ask.
What types of businesses do you serve?
All types, if you are overwhelmed and need help getting organized and maintaining your books, then we can help.
Can you replace my CPA?
Bookkeepers and CPAs are distinct but complementary. We will collaborate with your CPA to ensure your books are tax-ready.