Can you do the same things as an Accountant?
While I don’t do all of the tasks an accountant does, the tasks I do are significant to maintaining the financial health of your business. I reconcile bank statements, investment statements and credit card statements. I enter deposits and payments into the bookkeeping software. I also enter the checks and purchases. And I prepare monthly and quarterly reports.
Can you do my taxes?
No, I can’t. I can help get all the documentation ready that your tax preparer will need. By entering your business’s receipts and expenses on a monthly basis, this keeps tax information organized and easily accessible.
Can you do my payroll?
Some bookkeepers do payroll, I do not. I recommend using a payroll service. They do all the work for you. They even send the IRS your payroll taxes.
What paperwork will you need to get started?
The Engagement Letter that you sign will have a complete list of all paperwork I’ll need from you. Basically I will need copies of documents reflecting your financial transactions, these include bank statements and canceled checks, listings of accounts receivable and accounts payable. There might be other financial information necessary to calculate the trial balance.
How do I send my receipts to you?
The software I use has an app you can download on your phone to take a picture of your receipts and send them to me. Or you can scan the receipts when you get back to your office and send me the scan.
If I hire you, will I be locked in a contract?
No, you won’t. Either party may terminate the agreement with 30 days written notice.
How do I know my accounts are safe?
I use cloud based software and storage. Only you and I will have access to your accounts. I also use encryption software to further protect your sensitive financial information.
My business is really small. Can you still help me?
Yes, I can! You and I will create a service package customized for your bookkeeping needs. I’m not going to charge you for services you don’t need. If you’re more of a DIYer, I can help you set-up your bookkeeping software. I’m also available for telephone and email support.
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