Frequently Asked Questions for Bookkeeping Services

What are Diagnostic Review Services and why are they important?
A detailed assessment of your QuickBooks (Online or Desktop) performed by a Certified QuickBooks ProAdvisor and Certified Bookkeeper. We review your setup, chart of accounts, reconciliations, and processes to uncover errors, ensure compliance, and give you financial clarity.

Is the Diagnostic Review really free?
Yes. We offer a free discovery call and free diagnostic review. You’ll receive an action plan and a custom quote - no obligation.

How long does a Diagnostic Review take?
Typically within 5 business days after secure access and documents are provided.

What access do you need, and is my data secure?
We use a secure Accountant User invite to your QuickBooks file and request essential documents (e.g., bank statements, payroll reports). We follow strict confidentiality practices and can sign an NDA upon request.

What do I receive after the review?
A written summary report with findings will be emailed to you, with recommended fixes, and a step-by-step action plan plus a custom quote.

How do I know if I need Cleanup or Catch-Up services?

If you're unsure whether your books are accurate, or suspect they’re messy - start with our free Diagnostic Review Services. As a Certified QuickBooks ProAdvisor and Certified Bookkeeper, I'll assess your QuickBooks and suggest either Cleanup or Catch-Up services based on your business needs.

What does the Cleanup process involve?

• We correct current-year errors, cleanup categorizations, and reconcile recent accounts.
   
• Based on the Diagnostic Review, we craft a tailored scope and quote.
   
• Work includes project setup, check-in calls, thorough corrections, and a follow-up Zoom review.

What about Catch-Up Bookkeeping?

• We bring your historical books (months or years behind) up to date: bank, credit card, payroll, vendor, and more.
   
• Requires access to your QuickBooks file, bank/payroll statements, and relevant financial data.
   
• Delivered via a one-time flat fee based on backlog scope.

How much will Cleanup or Catch-Up cost?

Costs vary with how many accounts, months behind, and payroll or inventory complexity. After your Diagnostic Review Services, I’ll provide a clear, written custom quote.

How long will it take to complete my books?

• Cleanup: Typically a few days to couple of weeks.
   
• Catch-Up: May take several weeks depending on your history. You’ll get a precise timeline with your quote.

What services do you provide besides bookkeeping?
Along with day-to-day bookkeeping, we ensure accounts are set up correctly, maintained accurately, and remain compliant. As a Certified QuickBooks ProAdvisor and Certified Bookkeeper, we also provide financial guidance and process improvements that help startups and established businesses achieve their goals.

What accounting software do you use?
We specialize in QuickBooks Online and QuickBooks Desktop, and also integrate Fishbowl ERP for inventory management.

How do you work with your clients?
All services are provided remotely nationwide. We stay connected through email and Zoom, and clients receive a monthly financial package with reconciled accounts and reports once the books are closed.

Do you prepare tax returns?
No. We focus on bookkeeping and accounting services, and coordinate with your CPA for taxes. This ensures accurate books and a smooth tax preparation process.