Frequently Asked Questions

Bookkeeping is the process of recording and managing your financial transactions; such as income, expenses, and invoices. It is essential for your business because accurate bookkeeping helps you maintain a clear picture of your financial health, enables informed decision-making, and ensures compliance with tax regulations.

Monthly bookkeeping involves regularly recording your business transactions, reconciling bank statements, and generating financial reports. This process provides you with up-to-date insights into your finances, enabling you to make informed decisions with confidence and stay on top of your budget.

Historical or "catch-up" bookkeeping is the process of bringing your financial records up to date after a period of neglect or disorganization. This essential service involves reviewing past transactions, reconciling accounts, and ensuring that all financial data is accurately recorded, helping you regain control of your business finances and prepare for tax season.

Hiring a bookkeeper allows you to focus on running your business while they manage your financial records and identify tax-saving opportunities. With their expertise, a bookkeeper ensures that you don't miss out on eligible deductions and helps you prepare for tax season efficiently.

You can send your documents to us every month, and we recommend setting up automatic syncing of your bank statements with QuickBooks Online (QBO) for convenience. Alternatively, you can manually send your documents through a secure cloud-based software or email, ensuring your information remains safe and accessible.

We exclusively provide services for clients using QuickBooks Online, so you'll need to secure your own subscription to benefit from our bookkeeping services. This cloud-based software ensures secure access to your data, and facilitates seamless collaboration between us and our clients.