How do I Know if I Need a Bookkeeper?
It is most common for small business owners to do everything on their own, for as long as they can. Maybe not surprising, but those who are trying to "do it all" aren't doing everything as well as they can. It's simply impossible to stay on top of everything in your organization or business! If you are swimming in bank statements, confusion, and numbers, it's time to get some help!
Do I need a Bookkeeper or an Accountant?
Surprisingly, the answer is BOTH. An accountant is someone who does your taxes, audits, and prepares financial statements for government grants. A bookkeeper keeps your books: reconciles your monthly bank statements and categorizes your income and expenses, so you can have a proper view of your financial situation--where your money is coming from and where it is going!
Everyone says QuickBooks is easy. Shouldn't I just learn to do it myself?
You have enough on your plate! We all have strengths and talents. If your strength is not crunching numbers, then you need to be FREE from the numbers to focus on what YOU do best! All businesses hire bookkeepers. Do you want someone on your staff to do your books or someone who specializes in using QuickBooks and deals with it every day, all day long? Simply handing over your bookkeeping to a staff person does NOT mean the job will get done well. Most likely, their plate is also already full. Unless QuickBooks is their primary strength, you may end up in more trouble down the road than you realize.
Will my information be kept confidential?
Your information will NEVER be shared with anyone outside of our company. Your information is safe, secure, and confidential. We understand that your financial information is highly sensitive and your information will never be discussed to anyone, except that which is already public, or required/permitted by law.
How does a bookkeeper help during tax season?
We will help you get and keep your books in order, so that at tax time, you don't have to pay a CPA for hours and hours of time at a high hourly rate for the routine tasks of your bookkeeping. Research shows that this will save you a significant amount of money at tax time! Plus, you'll have the peace of mind of knowing and understanding your numbers all year long (so you can make informed decisions!) instead of just at tax time!
We're starting a capitol campaign. Can you help keep these funds separate?
We will help you tag and categorize donations so that they will go to the right fund-- so you always know how much is available. This can be a daunting, confusing endeavor for your staff. We're happy to help you during this time!
I'm so behind that I'm embarrassed to even show you our books! Can you help?
Yes! We can either start from the current year, or go back to a determined point in history and get everything straightened out. You're not alone! This is a common occurrence with our clients and that's why we're here to help.
How exactly do I get you my information?
Depending if you already have QuickBooks or if you are starting fresh, we will help you sign up with QuickBooks Online, set up a user account for you and for us, and then you will fax or email your monthly bank statements to us. We can meet in person, but it's not necessary--everything can be accomplished over the phone or email.
Is QuickBooks Online safe? What if I don't trust "the cloud?"
Do you bank online? QuickBooks online is even more secure than online banking! We are happy to address your concerns about QuickBooks online and show you why this one upgrade to your company will give you so much more flexibility and control in your business. Since Chris is a licensed ProAdvisor, we can give you amazing rates with upgrading your current QuickBooks or purchasing QuickBooks online. In fact, QuickBooks Online will be included in your monthly Bookkeeping fee!
I'm ready! How do I get started?
Simply contact us below and we'll get started right away!
Contact Us Here
About the Author
Hi, I'm Jen Hickle!