We’ve gotten so behind in our bookkeeping. Can you set up/backtrack and fill in our QuickBooks for us?
No matter how far behind you’ve become, if you have bank and/or credit card statements, we can make sure your books are retroactively complete and properly allocated so you can start fresh.
We’ve been tracking our income and expenses on spreadsheets – can you create business books from scratch using that info?
We sure can and are already looking forward to it!
Can you train me/my staff to use QuickBooks so we can do our own books?
Sure! Whether you’re a team of one or have a dedicated team member to handle bookkeeping, there are so many QB menus and features it can be overwhelming to learn and make sure you are using them efficiently. We provide training based on your business — we’ll focus on the financial information you need to see and work backwards from there.
I’m not even sure which financial reports my company needs from QuickBooks – can you help?
You bet! While there is standard reporting, we can create custom reports to effectively analyze your organization.
Will you keep my information confidential?
In the red or the black, stable growth or uncertain trajectory – where you are today is much less important than where your business is trying to go. Our conversations will remain confidential, and our client portals are secure, so you can trust that your company’s information stays private.
If you have access to my QuickBooks, won’t you have access to my money?
Not at all! We will be able to see your transactions but will have no access to your passwords or funds.
Will you set up and/or administer our Payroll and Paid Time Off policy?
It would be our pleasure.
Do you file withholding and unemployment taxes?
No. These days it is much more cost-effective to have a payroll company (Gusto, Intuit Payroll, etc.) handle these filings. We work with whichever processor you choose (and can help choose), to make sure they have all the information required for accurate filing. We handle any issues should they arise and, if needed, we can set up any state and/or local withholding and unemployment accounts on your behalf.
Do you receive commissions for the benefit plans you source?
No, and we do not partner with brokers of any kind. We utilize experience to find the best programs to fit the size of your staff – including Solopreneurs – and recommend choices based on tax advantages, employee retention, and the ability to remain compliant after implementation.
Can you teach me to pay my company’s bills online, invoice customers, and accept online payments (or can you handle this for our company)?
Yes. We can streamline how your company pays bills and receives payments. We can also handle any necessary collections if you have not been paid on time.
Can’t my CPA do this? Why do we need you?
You might not. Although having a dedicated person to review your accounts regularly and make sure they are allocated optimally for tax season leads to maximized deduction opportunities. We area also available to speak with your CPA to make certain we are organizing the books as they see fit.
Will you come to my office?
Only virtually. We have been utilizing technology to work remotely for over twenty years with people in every U.S. time zone. We meet via Zoom for planning and utilize screen share for any training/how-tos.