Question 1

What software do you use/recommend?

Accepted Answer

I recommend using Quickbooks online. Quickbooks has become the industry standard and by using the Quickbooks Online option you are able to access your financials at any time, anywhere.
https://www.youtube.com/watch?v=1pLQuiDVyQI

Question 2

Will you come to our location to manage our books?

Accepted Answer

All of our services are done virtually. This eliminates any scheduling issues and allows for the flexibility to access your books at any time. That way you can focus on your business and know your books are taken care of.

Question 3

Are you able to provide services for businesses in a different state?

Accepted Answer

Yes, one of the benefits of virtual bookkeeping is that whether your business is located in California or New York we can still provide bookkeeping services.

Question 4

Do I need a bookkeeper if I have a CPA?

Accepted Answer

As your bookkeeper, our focus is to organize all of the day to day details to ensure your books are accurate and up to date on a monthly basis. At the end of the year we will provide your financial statements so that your CPA has clear and accurate numbers to prepare your tax return.

Question 5

Is bookkeeping tax-deductible?

Accepted Answer

Yes! You are able to write off the bookkeeping services we provide. This will save you both time and money!

Question 6

Do I need to sign a contract?

Accepted Answer

Service is on a month-to-month basis, so there is no contract for length of services. There is an engagement letter that we will both sign that will include the agreed work to be performed.