Frequently Asked Questions

I just started my business, do I really need a bookkeeper now?

As soon as you start to think about your business, a bookkeeper can help you take the next steps. We can discuss your business's financial setup and tracking. We can work directly with your CPA or refer you to one of our trusted partners to keep you on the right track.

What software do you use?

At this time we are solely focused on providing services through all QuickBooks Online versions (except Self-Employed) or Quickbooks Desktop for PC only. Due to the limitations with QuickBooks for Mac, we only provide limited support for that platform.

QuickBooks seems so easy, can't I just do it myself?

QuickBooks has made it a little more simple for business owners to manage their own bookkeeping. However, most business owners don't want to spend their extra time dealing with the numbers and would rather leave the bookkeeping to the professionals. Professional bookkeepers can work with your CPA or tax preparer and provide quality financials for them to do their jobs while freeing up the business owner for more time to run their business or enjoy a day off.

Will you prepare my tax returns?

We do not prepare tax returns but our services do help the tax filer by providing clean and accurate financial information that they can use to file the tax return with confidence. We can coordinate with your CPA or tax preparer directly so that you don’t have to spend time sending them reports and answering their questions about your books. If you are looking for someone to file your personal/business tax returns, we have multiple colleagues that are highly regarded that we can refer you to.

I have employees, do you provide payroll services?

Yes, we have been providing payroll services for over 30 years and can provide payroll for companies in California as well as other states if necessary.

I have independent contractors, can you file the tax documents for them?

Yes, independent contractors will require a 1099 NEC each year, and we can track, prepare, and mail documents directly to your contractors and file the necessary forms with the US Department of the Treasury. You will be responsible for getting us this contractor's information, but we can take it from there after that.

There are so many bookkeeping companies out there, how do I know which is right for me?

There are many options out there, including more automated services; however, ideally, the right bookkeeper will look at your business and provide you a specific plan based on exactly what you and your business needs - no more, no less and work with you on what works for your budget.

Can you work at my office?

We are a 100% remote-based company. We have offices in Long Beach, CA.; however, we do not work out of our client's office. We can facilitate in-person or Zoom meetings as necessary, but our work is done remotely from our own offices. We will coordinate with your team to receive the information we may need. We work with many companies and tailor our services based on what the client needs.

How much do your services cost?

We understand that every business is different, so we offer personalized pricing structures based on your needs. We provide a quote once we get an understanding of your specific company. We can provide options including hourly billing or fixed-rate billing based on what is needed for your company's budget