FAQs

The Answers You Need

What Can a Bookkeeper Do For You?

A bookkeeper is someone who will give you a peace of mind knowing your books are in order and tax season wont be a scramble

What's The Difference Between An Accountant And A Bookkeeper?

Bookkeeping is responsible for the recording of financial transactions... Accounting is responsible for  interpreting, classifying, analyzing, reporting and summarizing financial data. Luckily I can do both for you!

I have a Small Business So Do I Need A Bookkeeper?

As a small business owner, you need your financial data to be current and accurate so you can make good business decisions and this is something a bookkeeper can do for you.

How Much Do You Charge?

Depending on how big your business is and the services I will be providing for you, the amount being charged will vary.

Will you replace our current CPA?

No, we want to make things easier and less expensive for you.

We can assume the day to day bookkeeping responsibilities that your CPA currently provides for you at a much more reasonable price. At tax time we will provide you with all the financial statements your CPA needs to prepare your taxes. If they have any questions or need any additional information, we will be there to assist every step of the way.

Do I Need a CPA?

Not necessarily, for most small businesses an IRS Enrolled Agent can handle all the tax issues you might encounter more affordably. If you do find yourself in a situation that requires the expertise of a CPA or you are more comfortable working with a CPA, we can refer you to several that we partner closely with.

What is Your Typical Process With New Clients?

Because our services are highly personalized, our approach with each client is different. We encourage you to meet our team of experts in general. Following that, you'll complete new client paperwork and onboarding after a consultation. From there, we'll create a tailored action plan to fulfill your specific bookkeeping requirements. Then, month to month, we'll keep track of your finances and share frequent updates and results with you.

Are You Available to Answer Questions on Custom Business Needs?

Absolutely! We take pride in offering personalized and customized financial services. We specialize in bookkeeping, but our team also has experience with a variety of financial services. We're always available by phone and glad to help you in any way we can. To contact us right now, go to our Contact Us page.