Got Questions?

Frequently Asked Questions

There are several standard challenges all small businesses face. One of those is keeping accurate financial records. Many businesses make one of these common mistakes when it comes to financial record keeping:

– Neglecting the bookkeeping.
– Spending too much time doing bookkeeping
– Hiring a full-time employee to do the bookkeeping before it is necessary.

Any of these mistakes can be detrimental to the long term success of a business and can have serious financial repercussions.

With new technology moving quickly forward, it’s difficult to stay current. This is where outsourcing to a proactive firm can be beneficial

No, we provide whatever our clients need. If our clients have someone in-house to do the data entry, then great! We can provide support with accounting and software training, do catch up and clean up work if needed, and complete the more complicated tasks – like month end adjustments, a quarterly review and/or income taxes. This not only saves our small business clients money, but provides a much needed connection for them to have someone available if needed. We actually encourage our clients to be a part of the process by completing some tasks themselves, that way they have a better understanding of their own company.

Absolutely! If you prefer to have your CPA complete your taxes, we are more than happy to prepare the year-end books for you and communicate as needed with your CPA.