FAQs

Q: Do I need a bookkeeper if I have accounting software?

A: Yes—software is just a tool. While QuickBooks, Xero, and other platforms help automate tasks, they still require correct setup, consistent input, and knowledgeable oversight. A professional bookkeeper ensures your books are accurate, compliant, and audit-ready, which software alone can't guarantee. 

Q: How often should I update my books?

A: Ideally, your books should be updated at least monthly to ensure accuracy and timely reporting. However, some businesses with higher transaction volume may benefit from weekly updates. Regular maintenance helps you avoid costly errors, catch issues early, and make informed decisions with up-to-date financial data.

Q: What if I’m behind on months (or years) of bookkeeping?

A: You’re not alone—and yes, we can help. Whether you’re a few months behind or several years, we specialize in catch-up and clean-up bookkeeping. We’ll review your situation, organize your records, and get your books up to date efficiently and without judgment. The sooner we start, the sooner you’ll have clarity and peace of mind.

Q: Can you handle both W-2 employees and 1099 contractors?

A: Yes—we support payroll for W-2 employees as well as 1099 contractors. We’ll ensure all pay records, filings, and year-end forms (W-2s, 1099-NECs) are accurate and submitted on time. 

Q: What documents do I need to get started?

A: Here’s a basic checklist to begin onboarding:

• Bank/credit card statements

• Invoices

• Payroll records

• Previous accounting software access

• Employee details

• Tax ID/EIN

• Prior year financials or tax filings (if applicable)