Bookkeeping FAQs

Do I need a bookkeeper if I have an accountant? What’s the difference between the two?

Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

  • Compiling data on a daily basis
  • Categorizing expenses in the general ledger
  • Reviewing the general ledger for accuracy
  • Reconciling bank statements against the general ledger
  • Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

  • Analyzing the company’s financial data
  • Preparing income tax returns
  • Providing tax planning advice

Do you serve businesses with under 100k in annual revenue?

Absolutely. We offer bookkeeping packages for small businesses of almost every size!

How much is the bookkeeping service?

Each company is priced differently. Schedule a consultation for a quote.

Should my bookkeeper be local?

Small businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for bookkeepers to securely access their clients books anytime, anywhere. Business owners can now hire bookkeeper who truly understands their industry and operations, instead of hiring the local, community bookkeeper by default.

Do I need to clean up my books before I hand them over to you?

No, we’ll include clean up for you as part of our work estimate. We will setup your industry-specific general ledger in the cloud accounting solution that best fits your needs. 

I have multiple businesses, how can you help me?

We specialize in financial coaching, bookkeeping and tax services for multi-unit businesses and franchises. We can manage the books for each individual location and give you insight into your business’s overall financial performance.


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Business Funding & Grant Research FAQs

What are the benefits behind business funding and grant research?

It allows you to focus on your needs list for your goals, identify the costs associated with each need of funding, focus on geographic strategies, understand your organization’s total operating budget, understand why any grant proposals were declined in the past and have access to our unlimited grant database. 

Is it a guarantee that I will win a grant?

Grant approvals are not guaranteed. We research the grant for your particular industry and create the best approval needed that matches the mission of your organization. The more grants applied to, the more you will see success.