FAQs

Q: Do I need QuickBooks or accounting software?

A: No! We specialize in customized bookkeeping reconstruction using detailed financial workbooks tailored to your business.

Q: Can you reconstruct prior-year bookkeeping, even if years behind?

A: Yes! Historical reconstruction and catch-up bookkeeping are among our primary services.

Q: Can you help if I have received an IRS notice?

A: Yes! We have experience assisting clients with CP2000 notices, bookkeeping reconstruction, income reconciliation, and tax amendments. We help organize and correct financial records to support an accurate response and ensure your books are tax-ready.

Q: Can prepare amended tax returns?

A: Yes! We prepare federal and Michigan amendments and can assist with supporting documentation and explanation statements.

Q: Can you reconstruct bookkeeping if I only have bank statements?

A: Yes! In many reconstruction projects, we rebuild financial records using bank statements, credit card statements, payment processor reports, invoices, and other available documentation. Missing accounting software is not required.

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/spreadsheet access

• Employee details

• Tax ID/EIN

• Prior year financials or tax filings (if applicable)