Question 1

What does monthly bookkeeping actually include?

Accepted Answer

Each month we categorize your transactions, reconcile your bank and credit card accounts, organize supporting receipts, and prepare your financial statements. You receive a clear summary so you always know where the business stands.

Question 2

Do I need to use QuickBooks?

Accepted Answer

QuickBooks Online is our preferred platform because it is reliable and familiar to most CPAs. If you are not set up yet, we can handle the setup for you. If your file needs attention, we offer cleanup projects before starting monthly service.

Question 3

My books are behind. Can you still help?

Accepted Answer

Yes. Catching up is one of the most common reasons business owners reach out. We start with a cleanup project to bring everything current and accurate, then move you onto a steady monthly rhythm.

Question 4

Do you file my taxes or 1099's?

Accepted Answer

We are not a tax preparation firm. Our role is to keep your books accurate and organized all year so your CPA has exactly what they need at tax time, without last minute scrambling.

Question 5

How much of my time will this take?

Accepted Answer

Most clients spend only a few minutes each month answering a short list of questions. Everything else happens on our side, including document requests and reconciliations. Monthly meetings are included but not required.

Question 6

How do we get started?

Accepted Answer

Schedule a free consultation. We will review your current setup, explain what we recommend, and share a clear scope and monthly price before any work begins.

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Bookkeeping Consultation

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Answers to common bookkeeping questions