Frequently Asked Questions

David from Accounting provides a comprehensive range of outsourced bookkeeping services, including: - Accounts payable and receivable management - Bank and credit card reconciliations - Payroll processing - Financial reporting and analysis - Tax preparation and filing - Cash flow management - Budgeting and forecasting

We work exclusively with QuickBooks Online, allowing us to access your books anytime, anywhere, and keep them up-to-date.

Yes.

We handle payroll through QuickBooks Online Payroll.

W-2s are included in our payroll service, along with all federal, state, and local tax filings. We also manage vendor 1099s, including obtaining W-9s and issuing 1099s.

It depends on your business's complexity. Simple businesses often use cash basis accounting, while more complex ones use modified accrual accounting, incorporating loans, inventory, and assets.

Absolutely! As a business expense, our fees reduce your taxable income.

We work with various industries, including Medical/Healthcare, Law Firms, Nonprofits, HOAs, and a variety of professional services. Schedule an intro call to see if we're a good fit.

We can start today! Schedule an Intro Call to begin working with David from Accounting.

Once you sign the engagement letter, we'll begin onboarding. We'll request information based on your business and selected services, breaking down tasks into manageable steps.

Our services are billed monthly, with invoices sent on the first of each month. You can pay via ACH or Credit/Debit Card.

Tax-ready financials are annual accounting data and reports ready for submission to our tax partner or your preferred tax preparer.

Our services are ideal for small to medium businesses looking to outsource their accounting work to focus on growth and money-making activities. We also work with nonprofits and HOAs.

If your needs change, just let us know. We can adjust your service package to match your current requirements.

While we understand the desire for customized services, our service packages are designed to meet the needs of most businesses efficiently.

Absolutely! We've assisted other businesses during these processes, ensuring organized and up-to-date books for smooth transactions.

All bookkeeping, accounting, payroll, advisory, and tax work is done by our team here in the US.

We are available by phone, email, and our client portal, aiming to respond by the end of the next business day.

Once the books are closed for the prior month, we'll share your reports via the client portal and invite you to schedule a Team Meeting to review them.

Our office hours are 9 am - 4 pm, Monday through Friday. We value our time with family, friends, and hobbies.

This depends on your service package. Reports could be available as soon as the 10th of the month.

No, our engagements are month-to-month. If you're not satisfied, let us know so we can address any issues. If it's still not a good fit, we’ll discuss how to conclude our working relationship.

Yes, your financial records are 100% yours. You maintain ownership and can remove us as the accountant user if you decide to part ways.

We provide more time for you to focus on your business, ensuring your books are up-to-date and organized for the best business decisions.

Getting started is easy! Contact us via our website or call us to schedule a consultation and develop a customized plan for your business.

You can reach us through our website’s contact form, by phone, or via email. Our support team is available to assist you with any questions or concerns you may have.