Sterling, IL
Frequently Asked Questions
I have an accountant/CPA. Why do I also need a bookkeeper?
I have an accountant/CPA. Why do I also need a bookkeeper?
I have an accountant/CPA. Why do I also need a bookkeeper?
In most cases accountants and bookkeepers play different roles in a business. Accountants are usually less hands on in your books and are doing things like advising, analyzing, auditing and tax prep. The bookkeeper is hands on, taking care of the day to day transactions. They help invoice your customers, run monthly financial reports, ca
In most cases accountants and bookkeepers play different roles in a business. Accountants are usually less hands on in your books and are doing things like advising, analyzing, auditing and tax prep. The bookkeeper is hands on, taking care of the day to day transactions. They help invoice your customers, run monthly financial reports, categorize expenses and make sure your books balance with your bank statements along with other daily and monthly bookkeeping tasks. A bookkeeper also does things like clean up books that are way behind or just plain messed up. A good bookkeeper makes life easier for your accountant. The accountant can assist the bookkeeper with more complex accounting details in the books. The accountant is perfectly capable of performing all tasks of a bookkeeper. However most likely they don’t because they have other things to do and their prices for bookkeeping are going to be significantly higher than a virtual bookkeeper.
Will you have access to my money?
I have an accountant/CPA. Why do I also need a bookkeeper?
I have an accountant/CPA. Why do I also need a bookkeeper?
No. While I do look at bank and credit card statements so that I can help organize your business, I never have access to credit card or bank account passwords. In fact, we will make sure there are processes in place that will safe-guard your business from fraudulent practices.
What do you need to get me setup?
I have an accountant/CPA. Why do I also need a bookkeeper?
What do you need to get me setup?
1. A quick 10-20 minute call so we can learn about each other's business and decide if my services would benefit your business.
2. Schedule a 1-hour consultation so we can discuss what you need, and I can prepare a proposal for your business.
3. Review the proposal, decide what services you would need me to perform, and sign a letter of en
1. A quick 10-20 minute call so we can learn about each other's business and decide if my services would benefit your business.
2. Schedule a 1-hour consultation so we can discuss what you need, and I can prepare a proposal for your business.
3. Review the proposal, decide what services you would need me to perform, and sign a letter of engagement which details both our responsibilities and the payment for my services.
4. Gather the necessary business info needed, such as EIN, bank statements, current chart of accounts, recent tax documents, etc.