Frequently Asked Questions (FAQ)

We know that managing your finances can raise a lot of questions. That’s why we’ve compiled answers to some of the most common inquiries we receive from business owners. If you don’t find the answer you’re looking for, feel free to contact us directly, and we’d be happy to assist!

What bookkeeping services do you offer?

We offer a full range of bookkeeping services designed to meet the needs of small business owners and service-based businesses. Our services include:

  • Setting up and maintaining QuickBooks accounts
  • Transaction reconciliation and categorization
  • Invoicing and bill management
  • Payroll services and tax filing
  • Financial reporting (Profit & Loss, A/R, A/P reports)
  • Custom financial dashboards

If you have specific business needs, we can tailor our services to meet them. Learn more about our services.

If you’re a small business owner struggling to keep up with your financial information, spending too much time on bookkeeping tasks, need to provide profit loss statements to apply for a business loan, manually conducting data entry, or finding it difficult to prepare for tax season, then professional bookkeeping services could be a great solution. Outsourcing your financial management can save you time, reduce stress, and ensure accuracy in your financial reporting.

We primarily use QuickBooks Online for our bookkeeping services. It’s a reliable, widely-used software that allows us to manage your accounts efficiently and keep everything organized. We also integrate other tools like Gusto as payroll software and Excel for more in-depth financial analysis and financial planning services.

Absolutely! If your books are disorganized or there are unreconciled transactions, we can help clean them up. We’ll work through your existing records to ensure everything is categorized properly and balanced, so you can move forward with a clean, set of books.

We offer flexible pricing to fit the needs of small businesses. Our hourly rate is $50, while monthly packages typically range from $100 to $500, depending on the scope of services you require. Contact us for a custom quote based on your specific business needs. View our pricing.

Can you help with tax preparation and filing?

No, we don’t offer tax filing, but we do offer help with tax preparation by categorizing income, expenses and creating detailed reports.

We offer seamless payroll services with QuickBooks integration, ensuring that all payroll data is correctly recorded and that taxes are filed on time. We handle payroll tax filing, wage tracking, and ensure compliance with federal and state regulations. Our team works closely with you to make payroll a hassle-free experience.

Yes! While we are based in the Dallas-Fort Worth area, our services are available to businesses across the United States. Thanks to modern bookkeeping software like QuickBooks Online, we can manage your finances remotely, no matter where you’re located. Whether you’re a financial institution, lending institution, or marketing agency, our services are tailored to meet your unique financial situation.

We provide regular financial reports based on your needs. This could be monthly, quarterly, or as frequently as you require. Reports typically include Profit & Loss statements, balance sheets, and cash flow reports, as well as any custom reports you request, such as accounts receivable and A/P tracking.

Getting started is easy! Simply contact us to schedule a consultation, and we’ll discuss your business needs, answer any questions you have, and tailor our financial services, including financial planning services, to fit your requirements. We’ll guide you through every step, from setting up your QuickBooks account to managing your ongoing bookkeeping and financial reporting.

Still, Have Questions?

If you didn’t find the answer you were looking for, don’t hesitate to reach out. Our team is here to provide you with financial advice and help you with any additional questions or concerns.
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