Frequently Asked Questions

What is a QuickBooks ProAdvisor?

A highly trained and regularly tested individual with an in depth knowledge of the functionality of QuickBooks.

Is there a way to try QBO before I sign up with you?

Absolutely! Use this link, to a test drive file. You can create files, customers, pay bills, etc… It resets automatically when you close the file.

How will we benefit from outsourcing bookkeeping services?

By outsourcing your bookkeeping needs – it will free up time for you to make more money doing what you do best! Focus on your business, and save your payroll taxes associated with hiring an in-house bookkeeper.

Do I need to clean up my books before I hand them over?

No, we can complete a review of your file and offer a clean-up quote.

What is the Cloud?

The cloud refers to software and services that run on the Internet, instead of locally on your computer. It allows you access to your files from anywhere.

I want to create my customers’ invoices. But need help processing payables. Can you help me?

Definitely! Each client has different needs and we work closely with you to satisfy those needs. Whether you need your payroll processed only, bills paid or everything from invoicing to reconciliation…we will customize a service plan to fit YOU!

Do I need a bookkeeper if I have an accountant? What’s the difference?

Contrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for ongoing maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

  • Compiling data on a daily basis
  • Categorizing expenses in the general ledger
  • Reviewing the general ledger for accuracy
  • Reconciling bank statements against the general ledger
  • Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

  • Analyzing the company’s financial data
  • Preparing income tax returns
  • Providing tax planning advice