Question 1

What bookkeeping services do you provide?

Accepted Answer

Services include bookkeeping cleanup and catch-up work, monthly bookkeeping, account reconciliations, payroll support, financial reporting, accounting system setup, and bookkeeping health checks.

Question 2

What is a Bookkeeping Health Check?

Accepted Answer

A Bookkeeping Health Check is a review of your bookkeeping system designed to identify errors, inefficiencies, cleanup opportunities, and areas of concern so you can move forward with greater confidence in your financial information.

Question 3

Can you clean up messy books?

Accepted Answer

Absolutely! Cleanup and catch-up projects are one of my specialties. Whether your books are a few months behind or need significant corrections, I can help get them back on track.

Question 4

Do you offer payroll services?

Accepted Answer

With several reputable specialty payroll companies who streamline payroll processing,  I do not offer payroll processing services, but I do provide payroll support.

I am certified with Gusto, ADP and QuickBooks Payroll and have relationship with other payroll companies, and as part of my bookkeeping services, I will make sure payroll transactions are mapped properly in your books and will reconcile those transactions with your payroll reports.

Question 5

Do you prepare tax returns?

Accepted Answer

No. I focus on bookkeeping and helping clients maintain tax-ready books. I work alongside your tax professional to provide organized financial records that support accurate tax preparation.

Question 6

Will you work with my CPA or tax preparer?

Accepted Answer

Yes. Collaboration with your existing tax professional is encouraged and often leads to a smoother tax season for everyone involved.

FAQs

Frequently asked questions