Frequently Asked Questions
Do you offer a free consultation to review our books & provide feedback?
Yes. Prior to our first in-person meeting, we will request access to your QuickBooks file to do an analysis (typically 2-3 hours) for free. You will then be provided with a report of your balance sheet and P&L items with our notes. We can then determine in our meeting which direction to go, the amount of time it will take, and is overall a good foundation to start with. This report is free to you for future use whether you hire us or not.
Are the bookkeeping services offered only available to be done remotely?
No. 90% of our client’s books are set up to be worked on remotely, although, we do have 10% which we need to make office visits. Since each business requires unique packages/services tailored to meet their specific business needs, we offer on-site and remote bookkeeping services.
Which versions of QuickBooks do you provide services for?
QuickBooks Desktop Pro, Premier, Enterprise, and QuickBooks Online.
Do you guys prepare and file taxes for clients?
No. We are not a CPA that will file taxes on behalf of businesses or individuals. We provide bookkeeping services that prepare your books, documents, and files ready to hand to a CPA or tax preparation company. Most CPAs do not do or want to do bookkeeping. So companies like ours save your time and money when it comes to getting your books ready for your CPA.
Do you only service clients in Orange County or California?
No. Most all of our bookkeeping services are done remotely. Your office does not need to be close to ours. We can work with clients all over the United States.