Frequently Asked Questions

Our most commonly requested services are:

• Recording and categorizing daily transactions to the proper general ledger accounts
• Monthly reconciliation of bank, credit card, third party merchant service accounts and loans.
• Preparation and filing of sales and use tax.
• Budget creation and job costing, including creating classes, departments and locations.
• Month-end and quarterly financial management reports.
• Preparation of annual 1099-misc and 1096 forms.
• Recording of expenses, with cash flow analysis for bill payments
• Invoice generation and collections assistance
• Document review and/or gathering for insurance or workers comp audits

• Using a remote bookkeeper will allow you to find the most qualified bookkeepers with knowledge and expertise in your industry creating a better partnership for growth and financial success.
• This is going to be a preference and based on your business situation. A local bookkeeper can work at your site or be available for one-on-one sit downs. You may be limited depending on your region to expertise in only certain fields or educational training.

• Does your accountant return your calls? 
• Do you feel comfortable asking them a question?
• Do you feel heard? 

With the right accountant, the answers should be a resounding "Yes!"