Question 1

What is the difference between a bookkeeper and an accountant?

Accepted Answer

Bookkeepers handle your day-to-day finances: bank reconciliations, accounts payable and receivable, and monthly financial reporting. Accountants (usually CPAs) handle annual tax filing, audits, and high-level planning. Most small businesses need a bookkeeper for ongoing management and an accountant once a year for taxes.

Question 2

Can you help me catch up on years of bookkeeping?

Accepted Answer

Yes. Catch-up and cleanup bookkeeping is one of our specialties. We gather your bank statements, categorize transactions systematically, reconcile every account, and produce accurate financial statements. Most cleanup projects take 2 to 6 weeks depending on complexity.

Question 3

Do you work with QuickBooks Online or Desktop?

Accepted Answer

We work primarily in QuickBooks Online. As certified QuickBooks ProAdvisors, we recommend QBO for most small businesses because of real-time access, automatic backups, easy bank integration, and better collaboration for remote bookkeeping.

Question 4

What areas do you serve?

Accepted Answer

We serve New Braunfels, San Antonio, Seguin, San Marcos, Cibolo, Schertz, and Canyon Lake, Texas. As a virtual bookkeeping service, we also work with clients nationwide using cloud-based tools like QuickBooks Online.

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