FREQUENTLY ASKED QUESTIONS

  • We provide a comprehensive range of bookkeeping services tailored to meet your business needs, including:

    • Transaction Recording: Accurately recording all financial transactions.

    • Accounts Payable and Receivable: Managing invoices, payments, and collections.

    • Bank Reconciliations: Ensuring your bank statements match your records.

    • Financial Reporting: Preparing detailed financial statements and reports.

    • Payroll Processing: Managing payroll and ensuring compliance with tax regulations.

    • Tax Preparation Support: Assisting with tax filings and providing necessary documentation.

    • Budgeting and Forecasting: Helping you plan and manage your financial future.

  • We take the confidentiality and security of your financial data very seriously. Our measures include:

    • Data Encryption: Using advanced encryption methods to protect your data.

    • Secure Storage: Storing your data on secure, protected servers with regular backups.

    • Access Controls: Implementing strict access controls to ensure only authorized personnel can access your data.

    • Compliance: Adhering to industry standards and regulations for data security and privacy.

    • Non-Disclosure Agreements (NDAs): Ensuring all our staff sign NDAs to protect client information.

  • The frequency and detail of financial reports can be customized to meet your needs. Typically, we provide:

    • Monthly Reports: Includes profit and loss statements, balance sheets, and cash flow statements.

    • Quarterly Reports: In-depth analysis of financial performance, including budget vs. actual comparisons.

    • Annual Reports: Comprehensive summary of the financial year, including detailed breakdowns and insights.

    • Custom Reports: Tailored reports as per your specific requirements, which can include specific metrics, KPIs, and other financial insights.

  • Yes, we can handle personal tax returns and bookkeeping needs! Our products are designed to be accessible for anyone in need of help managing their accounting and tax obligations.

  • A business’ books are its lifeblood. Without proper bookkeeping, there is simply no way of knowing the health and future of your business. An overwhelming majority of business ventures that fail do so because of poor accounting and cash flow management. It is our fervent goal to make sure you and your business don’t become another statistic.

  • Your bookkeeper categorizes your transactions, reconciles your accounts, and produces your financial statements. They make any necessary adjustments to your books to ensure they are tax-compliant and account for any outside expenditures that are not run through your business bank accounts. They also pay attention to your business each month and let you know of concerning or important trends and data. They are ultimately a partner to you and your business – there to help you succeed!