Frequently Asked Bookkeeping Questions

1.) Why is an Expert Bookkeeper like me SO Important to the success of your Business?

Because Business Owners come to me when their Books are a mess.

Often, they’ve ‘promoted’ an office manager to be their bookkeeper.  While well intended, this often times is a disaster as the office manager has little,if any, accounting background.

This is where I come in.  I clean up everyone’s mess.

As as a forensic bookkeeper and auditor, I bring months’ and years’ current the very first time-quickly.  Business owners need financial reconstruction and re-creation when the above happens.  I analyze, reconcile and in so many cases re-create all of your accounting and financial reporting, providing specific reports, annually, monthly, bi-monthly, weekly, or daily—journals, ledgers, financial statements, and income tax records. Furthermore, properly fun payroll is a vital piece to every single business—without it, you can have another mess on your hands.  Stop running payroll and let an expert make sure it’s spot on.  Avoid audits and maximize deductions. What does all of this mean? Tighten up your business starting now. Call your Top Rated Local® Bookkeeper today and know exactly what your financial condition really is.

2.) How can a Bookkeeper like you help my business?

By saving you a ton. Only an expert who has clients from just a couple a hundred thousand a year to in excess of $32M in revenue knows how to: knock it out of the park with customer service and reconcile down to the penny, the very first time.

Call me right now, to find out how.

3.) When should I hire a Bookkeeper?

Now. Dont’ wait until year end. Or, when it’s too late-because you waited to long to cut ties with your current bookkeeper or firm that’s simply not cutting it for you.  Let me help starting right now.  With my laser focused, real time reports, you’ll know exactly where you stand immediately.  Fill out the submission form right now. I’ll call you so we can discuss in detail.

4.) Who needs a Bookkeeper?

You do. As the Top Rated Local® Bookkeeping Expert, see what my clients are saying about me.  I’m the bookkeeping expert your business deserves.  Get reconciled right now.

So now the general stuff. 

5.) How does a Bookkeeper like you report to Businesses?


I keep track of daily transactions for your business. EVERY transaction. If you have accounting software with a bank download, this helps me more effectively monitor and manage transactions throughout the day. Whether it’s: invoices, accounts receivable, accounts payable, cash flow, I provide spot-on daily, weekly, monthly financial reports so you can actually run your business the way you envisioned.

6.) Do I need a Bookkeeper if I have an Accountant? What’s the difference between the two?

Accountants file taxes and are more expensive while a Bookkeeper (especially and Expert) ACCURATELY handles the day-to-day accounting of the business, reconciles aka balancing accounts, prepares invoices, accounts receivable, accounts payable, and the financial reports (i.e. the Businesses P&L’s (aka Profit and Loss Statements, Balance Sheets and Cash Flow Statements) for a more cost effective price.

7.) What other Financial Services do you provide?

Beyond day-to-day cash flow and financial management, I offer Bookkeeping services that include: payroll, monthly/quarterly taxes, 1099 preparation, W-2 preparation, budgets, and analyze Year-to-Year (aka ‘YOY’) expenses & job costing for construction Firms.

8.) Do You Prepare Financial Reports for Partners, Boards and Ownership Groups?

Yes, and review in real time with each.

9.) Do you serve small businesses with under $100k in annual revenue or just the large Businesses?

I handle all Business sizes.  Our clients range in revenue from a couple of hundred thousand a year to in excess of $32M in annual revenue.

10.) What types of Businesses do you serve?

I serve ALL industries: construction, IT, real estate, restaurants, retail, attorneys, contractors, the financial industry, franchises, LLC’s, S Corp.’s, C Corp.’s LLC’s, non profits and government (8a) contractors. If you own and/or operate ANY type of Business, I can help. I maximize cash flow and grow your business.

11.) Do I need to clean up my Books before I hand them over to you?

No! With my process, I’ll correctly diagnose and fix miscategorized and lost periods of your Financials while shoring up gaps in your current Accounting systems. You’ll finally be able to run your day-to-day business with reports that can inform and support business decisions to maximize profits and grow.

12.) What Accounting Software do you support?

All versions of quickBooks-online & desktop, sage, quicken, freshBooks, and wave.

13.) I have multiple Businesses, how can you help me?

Whether you have two or ten businesses, I’m a master at applied reconciliations and delivering sound financials–so you can get a direct handle on your Businesses. However you run your Business, I produce the laser focused reports as necessary, keeping all accounts in sync and maximize cash flow for optimal business growth.

14.) Do you do Bill Pay?

Yes. I take the information you give me, and what’s located on the bank and credit card statements download within  the accounting software you use, ensuring that absolutely everything is categorized correctly and that bills are paid and up to date. I provide real time reports, per request, to show bills due, bills paid, and any discrepancies that need to be addressed.

15.) Do you help with Invoicing?

Yes. I offer comprehensive Invoicing services as a Top Rated Local® Master Bookkeeper. I send out invoices for customer sales and vendors, providing reports back to you as needed—daily, weekly, bi monthly, monthly, quarterly.

16.) Do you do Payroll?

Yes! weekly, bi-weekly and monthly payroll. I offer payroll services, providing weekly payroll recording, tax, and fees management and reporting. Complete records of gross wages, employer taxes, other expenses, and liabilities. I also provide quarterly and annual reconciliation of general ledger balances to payroll returns.

17.) Do you do Accounts Receivable?

Yes, again! I send out your invoices promptly and provide reports per your request. I record and report your cash flow for your collection. Statements are provided, whether you want them weekly, monthly, or quarterly, including charges on past due amounts.

18.) Do you do Accounts Payable?

Absolutely. Invoices you receive will need to be received, entered, and processed. I do all three, working with your accounting software to do so. I keep this process simple, easy, and quick. Using the accounting software of your choice, I create and send reports to you showing open vendor invoices, which you can then communicate which to pay, and I process them. You can send me checks for processing, or you have me prepare online bill pay, which all I need from you is approval to process the payment.

19.) Can you replace my CPA?

As the Liaison to your CPA, I maximize your cash flow so you can focus on growing your business, knowing exactly where it stands for a third of the price.  Additionally, a lot of our clients use our on-site, in-house CPA and save even more. Ask me about this service.

Do I still have to deal with my CPA at year’s end?

No, I make it simple.  I’m the expert liaison and I prepare all Financials needed to file your taxes by your CPA.

Wait. I have more questions, What Now?

Call Your Expert Bookkeeper, Today!