Frequently Asked Questions

Most responses and adjustments are handled within 24–48 hours depending on the query complexity and volume.

We maintain regular communication via email, Slack, or scheduled Zoom/Google Meet calls—typically monthly, but more frequent as needed.

Yes, we can set up multiple user roles with defined permissions for your team members, accountant, or CFO.

All data is stored on secure, encrypted cloud platforms, and access is granted using two-factor authentication wherever possible.

You retain full ownership of all books and software accounts. We only access them as authorized users.

We help track contractor payments throughout the year and prepare 1099 vendor reports to ensure smooth year-end compliance.

Yes, we ensure books are tax-ready and coordinate with your CPA or tax preparer by providing reconciled trial balances and adjusting entries.

Yes, we specialize in catch-up bookkeeping—whether you’re a few months or several years behind, we can bring your books up to date for tax filing or audits.

Definitely. You’ll receive comparative reports and dashboards that allow you to track key metrics over time.

Yes, we offer periodic review calls to walk through your reports, explain trends, and answer any financial questions.

You’ll receive monthly reports including: Profit & Loss Statement, Balance Sheet, Cash Flow Summary, General Ledger, and Custom reports (e.g., by location, project, or department).

These are flagged and recorded as “owner’s draw” or “personal” based on IRS rules to keep business books clean and compliant.

We review reports, correct duplicates, and clean up misclassifications to ensure books reflect actual business performance.

Reconciliations are done monthly for most clients, but can be done weekly or bi-weekly for high-volume accounts.

We use transaction history, vendor naming rules, and clarifying notes. For unclear transactions, we flag them and request clarification during periodic reviews.

Yes, we assist in data migration, setting up the chart of accounts, and importing historical data to ensure continuity and accuracy.

While QuickBooks (Online/Desktop) is most common, we also support Xero, Zoho Books, FreshBooks, and industry-specific platforms (e.g., Realty, Law Firm CRMs).

Yes, we can manage A/R and A/P ledgers, record invoices and bills, apply payments, and keep aging reports up to date.

For high-volume clients (e.g., e-commerce, retail), we set up daily or batch imports via software integrations, and automate categorization rules for efficiency and accuracy.

It typically includes recording income and expenses, categorizing transactions, reconciling accounts, preparing monthly financial reports, and maintaining accurate ledgers.