As soon as you start producing income or expenses. Bookkeepers help you record those transactions and file them in the correct categories. We discuss your business's organization, tax purposes, and services.
Does your bookkeeper return your calls? Do you feel comfortable asking them a question? Do you feel they are trustworthy? With the right bookkeeper, the answers should be a resounding "Yes!"
That is up to each business. Some businesses only need account reconciliation once a month, which can be done virtually. Other business would like someone to come in 3-5 hours a week to gather documents, do invoicing and pay bills. You decide how much help you would like.
When you set up a bookkeeper, you will add an accountant user to your Quickbooks, or preferred platform, and your bank accounts. You can make the bank account user "read-only" where we can pull monthly statements but not transfer money in and out. It takes about 10 minutes to add your bookkeeper's email as a new user. The bookkeeper wi
When you set up a bookkeeper, you will add an accountant user to your Quickbooks, or preferred platform, and your bank accounts. You can make the bank account user "read-only" where we can pull monthly statements but not transfer money in and out. It takes about 10 minutes to add your bookkeeper's email as a new user. The bookkeeper will use these accounts to reconcile and balance your monthly books.
Both are accountants. A bookkeeper is responsible for recording and categorizing the company's daily financial transactions such as income, expenses, payroll, loans, etc. We produce monthly and yearly reports for the owners to use for decision-making. A CPA takes those reports and prepares the company's taxes when time to file.
We start with about an hour planning meeting. After that, I come in for 2-3 hours to connect to current platforms, review accounts and start integrating tasks we agree upon. Over the next 4-6 weeks, I come in a few times to finalize new routines and implement the strategies that will help your business.
Whether you want to ask about services, clarify a topic or get advice on your current situation, all comments and questions are welcomed!
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