FAQs

What services does your bookkeeping firm provide?

Our bookkeeping firm offers a comprehensive range of financial services, including:

  • Monthly bookkeeping and account reconciliation

  • Accounts payable and receivable management

  • Payroll processing and tax filing

  • Financial statement preparation

  • Cash flow management and forecasting

  • QuickBooks and other accounting software setup and training

  • Year-end financial preparation for tax filing

Do you handle payroll taxes and filings?

Yes, our payroll services include calculating and filing federal and state payroll taxes, preparing and distributing W-2s and 1099s, and ensuring compliance with all applicable regulations.

Can I see a sample of your financial reports?

Absolutely. During our initial consultation, we'll show you samples of our standard financial reports. We can also customize reports to meet your specific business needs.

What if I need help with my books immediately?

We offer expedited onboarding for urgent situations. Please mention your timeline when you contact us, and we'll do our best to accommodate your needs.

Getting Started - How do I get started with your services?

Getting started is easy:

  1. Schedule a complimentary consultation via our website or phone

  2. Receive a customized proposal based on your needs

  3. Review and sign our service agreement

  4. Complete our onboarding questionnaire

  5. Meet with your dedicated bookkeeper to establish procedures