Frequently asked questions

Bookkeeper holding piggy bank and woman founder of bookkeeping practice.

  • We get this question a lot! Here's the thing: bookkeeping is much more than simply tracking income and expenses. It's about truly understanding your business’s financial position.

    If you're struggling with closing your books on a monthly basis, understanding your cash flow, and managing your expenses, it's time to consider hiring a bookkeeper.

  • Time is your most valuable asset as a business owner. So, ask yourself: how much is your time worth?

    If you're spending hours each week wrestling with spreadsheets and receipts, that's time you're not spending on growing your business, serving your clients, or doing what you love in your free time.

    Hiring a bookkeeper can free up that time, allowing you to focus on what you do best (and love!). Outsourcing bookkeeping is an investment that often pays for itself.

  • We specialize in bookkeeping for brick-and-mortar retail and service businesses, as well as online brands. While our expertise is rooted in these industries, we can tailor our services to meet the unique needs of any business.

  • Absolutely! We serve a wide range of businesses, including C-Corps, S-Corps, LLCs, LLPs, and Sole Proprietorships.

    With a decade of experience working for C-Corps, we have the expertise to navigate the unique financial complexities, giving you peace of mind.

  • While we currently don't offer tax preparation or filing services, as part of our bookkeeping services, we streamline the tax preparation process for you and your CPA by providing all necessary reports and schedules, organized and tailored to their requests.

    We also collaborate with your CPA throughout the year as we understand that tax planning and strategy is an ongoing effort.

  • CPAs and bookkeepers have different, but complementary, roles in supporting the financial health and regulatory compliance of your business.

    Your bookkeeper manages the day-to-day financial activities and records, keeping everything organized and up-to-date. Your CPA is the strategic tax advisor, using that organized information to determine and develop strategies to minimize your tax liability, maximize deductions, and take advantage of tax credits.