Frequently Asked Questions

From the moment you start considering your business, a bookkeeper can guide you through the next steps. We can help you establish and manage your financial setup and tracking. Whether working directly with your CPA or connecting you with one of our trusted partners, we ensure you stay on the right path.

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 has simplified bookkeeping for business owners, making it easier to manage their finances. However, many business owners prefer to focus on running their business rather than handling financial tasks. Professional bookkeepers can collaborate with CPAs or tax preparers to deliver accurate financial reports, allowing business owners to dedicate more time to growing their business or simply enjoying some well-deserved downtime.

While we do not prepare tax returns, our services provide clean and accurate financial records that make the tax filing process smoother and more reliable. We can work directly with your CPA or tax preparer, saving you the hassle of sharing reports and addressing questions about your finances. If you need a professional to handle your personal or business tax returns, we can connect you with several highly reputable colleagues.

Yes, we have been offering payroll services for over 30 years and are equipped to handle payroll for businesses in California, as well as in other states when needed.

Yes, independent contractors need a 1099-NEC form each year, and we can handle the entire process for you. We will track, prepare, and mail the documents directly to your contractors, as well as file the required forms with the U.S. Department of the Treasury. You'll just need to provide us with the contractor's information, and we'll take care of the rest.

While there are many options available, including automated services, the ideal bookkeeper takes a personalized approach. They will assess your business's unique needs and create a tailored plan that provides exactly what you require—nothing more, nothing less. Additionally, they will work with you to find solutions that align with your budget.

We are a fully remote company with offices in Long Beach, CA; however, we do not operate on-site at our clients' locations. Our work is conducted remotely from our own offices, though we are available for in-person or Zoom meetings as needed. We collaborate closely with your team to gather any necessary information and customize our services to meet your specific needs.

We recognize that every business is unique, which is why we offer customized pricing structures tailored to your specific needs. After gaining a thorough understanding of your business, we provide a personalized quote. Depending on what works best for your budget, we offer flexible options, including hourly or fixed-rate billing.

Yes, we specialize in working with small businesses, which is our primary focus. We partner with businesses and nonprofits that typically have between 1 to 25 employees.

No, we do not offer training for self-managed bookkeeping. However, we provide comprehensive bookkeeping services to handle your financial needs, allowing you to focus on running your business.

Yes, we can help get your books back on track, no matter how behind or disorganized they may be. We specialize in bookkeeping cleanup and will work with you to organize your financial records, reconcile accounts, and ensure everything is accurate and up to date.

Yes, our founder, Kim Hughes, has been deeply involved in the non-profit sector for over 35 years, bringing a wealth of experience and specialized expertise to organizations of all sizes. She understands the unique financial challenges  that non-profits face, including grant tracking, fund accounting, donor reporting, and compliance with tax-exempt status regulations. Kim has worked with a variety of non-profit organizations, helping them maintain financial transparency, optimize their resources, and meet their financial goals. Her extensive experience allows our firm to provide tailored bookkeeping solutions that align with the mission-driven objectives of non-profits while ensuring compliance with industry standards and reporting guidelines.