Frequently Asked Questions

What does a bookkeeper do for a small business?
A bookkeeper records and organizes your business’s financial transactions, including income, expenses, invoices, and payments. This ensures your financial records are accurate, up to date, and ready for tax filing or financial decision-making.

What’s the difference between a bookkeeper and an accountant?
A bookkeeper handles day-to-day financial recordkeeping, while an accountant focuses on tax preparation, financial analysis, and strategic planning. Many small businesses use both, with the bookkeeper providing clean records for the accountant.

Do I really need a bookkeeper if I use accounting software?
Yes. Accounting software is a tool, but it still requires proper setup, categorization, and ongoing review. A bookkeeper ensures transactions are recorded correctly, reconciles accounts, and helps prevent costly errors.

How often should my books be updated?
Most small businesses benefit from monthly bookkeeping. This keeps financial information current, helps with cash flow management, and prevents issues from piling up at tax time.

What financial reports will I receive?
Typically, you’ll receive a Profit and Loss statement, Balance Sheet, and Cash Flow report. These reports help you understand how your business is performing and support better financial decisions.

Can you clean up books that are behind or messy?
Yes. Bookkeeping cleanup services are common and involve correcting errors, reconciling accounts, and organizing past transactions so your books are accurate and compliant.

Will you work with my accountant or CPA?
Absolutely. A bookkeeper often works directly with your accountant to ensure they have accurate, organized records, making tax preparation and financial planning smoother.

How do I know if my business is ready for bookkeeping services?
If you’re feeling overwhelmed by finances, unsure of your numbers, behind on records, or spending too much time on bookkeeping instead of growing your business, it’s time to hire a bookkeeper.