Bookkeepers provide ongoing daily, weekly, monthly, quarterly, and yearly services. We provide what is needed for your tax professional to file taxes. We do not file taxes nor are we versed in tax laws. We have some basic information and try to stay up to date on important tax related topics but only to better serve you as your bookkeeper. We prefer to work alongside wonderful CPAs and EAs to create a unstoppable financial team for your business.

At the very least, you have to have a good handle on your books so you can file taxes. Additionally, as a serious business owner, there are a variety of reasons you need a bookkeeper including: knowing your profit margin, understanding your cash flow, assistance in chasing down money owed to you or paying your own bills, save time and focus on your patients, assess growth and scalability, peace of mind, among many other tasks essential to a successful business. Bookkeepers remove the financial data entry and analysis or projection part from your already busy workload so that you can focus on your patient base and growth.

No and no. We only serve our clients remotely using the accounting software QBO. You invite us into your QBO file as an accountant. We have our own login for our firm that will then have access and work within your specific account.

We currently do not serve QBD clients. We have helped clients transition from QBD to QBO and offer this service. If you are interested in making this transition please book a free consultation to discuss.

This is hard to answer as every practice is unique. Our prices and packages are tailored to your specific wants and needs. We do not charge by the hour unless doing a clean up project. We pride ourselves on being focused and specialized for your industry to provide not just data entry but expert assistance. Therefore we are not the cheapest around. We are a contractor not employee so there are no payroll taxes or costs associated and our fees are a great business expense to write off come year end.

Absolutely! Clean up is something we have done many times and a specialty we offer. All our clean up projects are provided at a per hour cost billed up front. Once the project is complete we would love to be able to service you on an ongoing basis so you are never behind again and save money.

Yes. We are certified partners in QBO payroll. We use their full service models and will help in onboarding, processing, and facilitating filings in accordance with deadlines. We stay up to date on laws, and best practices to ensure your payroll is seamless and stress free.