Frequently Asked Questions
1. What does a bookkeeper do for a small business?
A bookkeeper tracks all of your financial transactions, organizes records, reconciles bank statements, and prepares financial reports. This helps you understand your cash flow, stay compliant, and make informed decisions.
2. What’s the difference between a bookkeeper and an accountant?
Bookkeepers focus on day-to-day financial tracking, while accountants often handle higher-level tasks like tax filing, financial analysis, and strategic planning. We can work directly with your accountant to make sure everything is accurate and tax-ready.
3. Do I need a bookkeeper if I use accounting software like QuickBooks or Xero?
Yes—while software helps automate tasks, a bookkeeper ensures everything is entered correctly, reconciled properly, and tailored to your unique business needs. Software is a tool; we’re the experts behind it.
4. How often will you update my books?
We typically update your books weekly or monthly depending on your package. Real-time or more frequent updates are available if needed.
5. What bookkeeping services do you offer?
We offer transaction categorization, bank and credit card reconciliation, financial reporting, payroll tracking, invoicing, bill pay management, and sales tax filing. Choose the FinClear package that tailors our services to fit your needs.
6. Do you offer catch-up or clean-up bookkeeping?
Yes, we specialize in catch-up bookkeeping and can get your books up to date quickly and accurately, even if you’re months (or years!) behind with our FinClear Business Reset Package.
7. Will you handle my taxes?
While we don’t file taxes ourselves, we prepare all necessary financial reports to make tax filing fast and smooth. We’re also happy to collaborate directly with your CPA or tax preparer.
8. Can you help with sales tax filing and compliance?
We can manage sales tax tracking and filings for many states and local jurisdictions. Our FinClear packages make sure you stay compliant and avoid penalties.
9. Is my financial data safe?
Absolutely. We use encrypted software and secure file-sharing platforms to protect your sensitive financial data.
10. What accounting platforms do you work with?
We specialize in QuickBooks, Xero, and Finsync but can also work with other systems. If you’re not on a platform yet, we’ll help you choose the right one.
11. Can you work with my existing team or accountant?
Our FinClear packages include collaborating with business owners, staff, and external accountants to streamline everything.