From basic bookkeeping to complex CPA services, we keep things sorted out.
FAQs
Please click on the links below to view the FAQ answers
Do I need a bookkeeper if I have an accountant? What’s the difference between the two?
If you own a business it’s recommended that you hire a professional bookkeeper. A bookkeeper’s common responsibilities consist of:
- Compiling data on a daily basis
- Categorizing expenses in the general ledger
- Reviewing the general ledger for accuracy
- Reconciling bank statements against the general ledger
- Generating financial statements
Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:
- Analyzing the company’s financial data
- Preparing income tax returns
- Providing tax planning advice
Do you offer payroll services?
Sorry, no.
How does your firm file and pay my quarterly tax returns?
In most cases, our firm will use the electronic filing and payment systems provided by the IRS and state tax agencies. For agencies that still require paper returns, we will manually complete returns and send them to the agency. If payment is required with a paper filed return, we will contact the client before the deadline to pick up and handle any payments due.
How much does your service cost?
Our fees are based on the volume and complexity of each client. We determine the scope of services and establish a fixed monthly amount so you can manage your budget. The cost of properly setting your books up and maintaining them is far more cost effective than having your CPA fix and correct them at year-end. In addition, the benefits of having accurate and useful reporting during the year can assist in all aspects of running your business. We encourage you to take advantage of our free bookkeeping consultation to determine if our services are a good fit.