FAQ

What services do you offer as a bookkeeper? 

I offer comprehensive bookkeeping services including but not limited to recording financial transactions, reconciling accounts, clean up and catch-up of accounts, preparing financial statements, managing accounts payable and receivable, payroll processing, and providing financial analysis and reporting. 

What qualifications and experience do you have in bookkeeping? 

I am a Certified ProAdvisor in Bookkeeping and Payroll and have 7 years of experience in bookkeeping. I have worked with clients across various industries, managing their financial records and ensuring compliance with accounting standards. 

How do you handle confidentiality and data security? 

Confidentiality and data security are paramount in my practice. I adhere to strict confidentiality agreements and utilize secure software and protocols to safeguard client information. 

Can you explain your process for organizing financial records? 

My process typically involves categorizing transactions, reconciling bank and credit card statements, maintaining accurate records of income and expenses, and ensuring compliance with relevant regulations. 

How often will I receive financial reports? 

I can provide financial reports on a monthly, quarterly, or annual basis, depending on your preferences and business requirements. 

How do you handle tax preparation and filing? 

I can assist with tax preparation by organizing financial records, ensuring compliance with tax regulations, and collaborating with tax professionals for filing purposes. 

What is your availability for communication and support? 

I am available for communication and support during regular business hours via phone, email, or virtual meetings. I strive to respond promptly to client inquiries and provide ongoing support as needed. 

How do you handle discrepancies or errors in financial records? 

If discrepancies or errors are identified, I conduct a thorough investigation to rectify the issue promptly. I maintain open communication with clients throughout the process to ensure transparency and resolution. 

How do you handle remote or virtual bookkeeping services? 

I am equipped to provide remote or virtual bookkeeping services using secure online platforms and communication tools. I ensure seamless collaboration with clients regardless of geographical location.