Bookkeeping services FAQs

You should contact a bookkeeper as soon as you start your business or whenever managing your financial records becomes overwhelming. Key times to reach out include:

• Starting a Business: To set up proper financial tracking from day one.
• Tax Season Preparation: To ensure accurate records and minimize last-minute stress.
• Monthly or Quarterly Reporting: To stay on top of cash flow and expenses.
• Scaling Your Business: When revenue, expenses, or payroll management become more complex.
• Financial Cleanup or Catch-Up: If your books are behind or need organizing before an audit.

A bookkeeper helps you maintain accurate financial records so you can focus on growing your business. If you're unsure, it's always best to consult sooner rather than later!

Bookkeepers play a crucial role in managing the financial records of a business. Our main tasks include:

1. Recording Financial Transactions: Bookkeepers track and record all business transactions, including purchases, sales, receipts, and payments.
2. Maintaining Ledgers: We organize financial information into ledgers or accounting software to ensure accurate and up-to-date records.
3. Reconciling Accounts: Bookkeepers reconcile bank statements with financial records to ensure everything matches up and discrepancies are resolved.
4. Managing Accounts Payable and Receivable: They handle outgoing payments to suppliers and incoming payments from clients, ensuring bills are paid on time and funds are collected promptly.
5. Generating Financial Reports: Bookkeepers prepare reports such as balance sheets, profit and loss statements, and cash flow statements, which provide insights into the financial health of the business.
6. Ensuring Compliance: We help businesses stay compliant with tax regulations by keeping accurate records for tax filings and audits.
    

In short, bookkeepers provide the foundation for good financial management, allowing business owners to make informed decisions and maintain financial integrity.

The cost of our services varies depending on the type and complexity of the work involved. The price and expectations can be discussed during a one time free consultation.

To find the right bookkeeper, you need to consider a few factors such as experience, software proficiency, services provided, cost of services, and communication.

By focusing on the factors that are most important to you, you will find a bookkeeper who fits your needs and helps you stay organized.

I choose to work exclusively with QuickBooks Online because it's a powerful, user-friendly, and reliable platform that meets the diverse needs of my clients. It offers cloud-based access, allowing for real-time collaboration and flexibility. QuickBooks Online also integrates seamlessly with a wide range of third-party apps, making it easier to streamline financial operations. Its scalability ensures that as your business grows, the software can grow with you. Most importantly, it’s a trusted and widely recognized solution that ensures accuracy and compliance, giving both me and my clients peace of mind.