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Bookkeeping & Financial Records
Q: Do I need QuickBooks or accounting software?
A: No. Cook Solutions LLC uses customized financial workbooks designed specifically for each client’s business rather than requiring accounting software. Your workbook is built around your actual financial records and may include transaction tracking, monthly reconciliations, income and expense summaries, Schedule C reporting, owner transactions, financial charts, and other customized reporting. This approach provides organized, easy-to-understand financial records without the cost or complexity of an accounting software subscription.
Q: Can you reconstruct prior-year bookkeeping, even if I'm years behind?
A: Yes. Bookkeeping reconstruction and historical cleanup are specialized services offered by Cook Solutions LLC. Whether you're missing several months or multiple years of financial records, we can review the documentation available and rebuild organized financial records for the applicable periods.
Q: Can you rebuild my records if I don't have bookkeeping software?
A: Absolutely. In fact, many reconstruction projects begin without existing bookkeeping software or complete accounting records. Cook Solutions LLC specializes in rebuilding financial records using customized workbooks designed specifically for your business. Using available records such as bank and credit card statements, payment processor reports, invoices, receipts, and prior tax documents, we can reconstruct and organize your financial history into one clear, easy-to-understand workbook. Depending on your needs, your workbook may include transaction tracking, monthly reconciliations, Schedule C summaries, owner transactions, financial charts, and other customized reporting.
Q: What documents are needed for reconstruction?
A: The documents needed depend on your business and the period being reconstructed. Common records include bank statements, credit card statements, payment processor reports, invoices, receipts, prior tax returns, payroll or contractor records, and any existing bookkeeping reports or spreadsheets. We'll let you know which documents are needed after reviewing your specific situation.
Q: Do you offer ongoing bookkeeping as well as reconstruction?
A: Yes. Cook Solutions LLC provides both ongoing bookkeeping support and historical bookkeeping reconstruction. Ongoing bookkeeping services use the same customized workbook approach to keep your financial records organized, reconciled, and current throughout the year. Reconstruction is designed for businesses that need previous financial periods rebuilt, corrected, or organized.
Q: What is included in my customized financial workbook?
A: Each workbook is customized to the needs of your business rather than using a one-size-fits-all template. Depending on your services, your workbook may include detailed transaction records, income and expense categorization, monthly reconciliations, Schedule C summaries, owner contributions and draws, financial summaries, charts, tax-ready reporting, and other business-specific tracking. As your business needs change, additional reporting or tracking can also be incorporated.
Tax Preparation & Amendments
Q: Do you prepare tax returns?
A: Yes. Cook Solutions LLC provides tax preparation services for individuals and small businesses. Services are tailored to each client's filing situation and may include preparation of federal and applicable state tax returns.
Q: Can you prepare amended tax returns?
A: Yes. Cook Solutions LLC can prepare federal and Michigan amended tax returns when a previously filed return needs to be corrected. Depending on the situation, this may also involve reviewing the original return, reconstructing financial records, reconciling income and expenses, and preparing supporting documentation or explanation statements.
Q: Can you help if I've received an IRS notice?
A: Yes. Cook Solutions LLC assists with certain IRS notices by reviewing the notice and underlying tax information, identifying discrepancies, reconstructing or reconciling financial records when necessary, and preparing supporting documentation and written responses. The exact services available depend on the type of notice and the circumstances involved.
Q: Do you work with both individuals and small businesses?
A: Yes. Tax services are available to both individuals and small business owners. Because every tax situation is different, we'll review your circumstances before determining the appropriate service and providing a quote.
Q: Are you a CPA?
A: No. Cook Solutions LLC is not a CPA firm. Tax preparation services are provided by the owner of Cook Solutions LLC, who holds an active IRS Preparer Tax Identification Number (PTIN) and is also a QuickBooks Certified ProAdvisor. Services focus on bookkeeping, financial record reconstruction, tax preparation and amendments, certain IRS notice assistance, and business organization.
Q: Can you represent me before the IRS?
A: Cook Solutions LLC does not provide unrestricted representation before the IRS. We can assist with reviewing certain IRS notices, organizing and reconstructing financial information, preparing supporting documentation, and helping prepare written responses when appropriate. If your situation requires representation by a CPA, attorney, or Enrolled Agent, we may recommend that you seek assistance from a professional with the appropriate representation authority
Business Systems & CRM
Q: What is business systems and CRM organization?
A: Business systems and CRM organization focuses on creating more organized and efficient ways to manage your business information and day-to-day processes. This may include organizing customer records, improving CRM structure, developing workflows, organizing digital files, creating tracking systems, and helping connect the tools your business already uses.
Q: Can you help set up or clean up an existing CRM?
A: Yes. Cook Solutions LLC can assist with both new CRM setup and organization of existing systems. Services may include reviewing your current setup, cleaning and organizing customer information, creating or restructuring fields and categories, improving workflows, and developing a system that is easier for your business to maintain.
Q: What CRM platforms do you work with?
A: Services can be customized around a variety of CRM and business management platforms, including systems such as Jobber, HubSpot, and Zoho. If you use another platform, contact us with the name of the system and what you're trying to accomplish so we can determine whether we can assist.
Q: Can you migrate customer information from spreadsheets or another system?
A: Yes. Data organization and migration can include consolidating customer information from spreadsheets, documents, existing CRM systems, accounting records, and other business sources. Records can be reviewed, cleaned, standardized, and prepared for migration into your new or existing business system.
Q: Can you organize Google Workspace or Microsoft 365?
A: Yes. Cook Solutions LLC can help businesses organize cloud-based systems such as Google Workspace and Microsoft 365. Depending on your needs, this may include folder and file organization, shared document structures, spreadsheets, templates, business forms, and other systems designed to make information easier to locate and manage.
Q: Do you create workflows and SOPs?
A: Yes. Business organization projects can include developing workflows, process documentation, checklists, templates, and standard operating procedures (SOPs). These resources can help create consistency, reduce repetitive administrative work, and make everyday business processes easier to follow.
Getting Started
Q: How do I know which service I need?
A: You don't need to know before contacting us. Simply describe what you're trying to accomplish or the problem you're experiencing on the New Client Form. We'll review the information and recommend the service that best fits your situation.
Q: Do you work with clients outside Michigan?
A: Yes. Cook Solutions LLC is based in Michigan and provides remote services to clients nationwide. Availability of certain tax services may depend on the state and the specific filing requirements involved.
Q: How do I get a quote?
A: Complete the New Client Form and provide a brief description of the services you need. We'll review your information and provide a customized quote based on the scope and complexity of the project. There is no charge to request a quote.
Q: What happens after I submit the New Client Form?
A: After your form is received, we'll review the information you've provided to better understand your needs. We may contact you for additional information if necessary. Once the scope of work is clear, you'll receive a recommended service and customized quote before any paid work begins.
Q: How do I securely send documents?
A: Please do not send sensitive financial or tax documents through the New Client Form. The initial form is intended only to help us understand what services you need. If documents are required after your inquiry is reviewed, you'll receive instructions for securely providing the necessary records.
Q: Is there a charge to submit the New Client Form?
A: No. There is no charge to submit the New Client Form or receive an initial customized quote. No paid services will begin until the scope of work and pricing have been reviewed and agreed upon.
Still Have Questions?
If you don't see your question answered here, contact Cook Solutions LLC or tell us a little about what you need help with.
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