FREQUENTLY ASKED QUESTIONS

I know how difficult it is to manage your finances in today's’ busy world. With all the responsibilities involved, it’s easy to get overwhelmed about all that needs to be done. I’m here to get you back on track by resolving your questions and doubts. Read some commonly asked questions below. Contact me to see how I can be of assistance.

WHAT’S INCLUDED IN THE BASIC BOOKKEEPING PACKAGE?

Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.

WHAT’S NOT INCLUDED IN THE BASIC BOOKKEEPING PACKAGE?

Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on's include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.

 

COMMON QUESTIONS FROM CLIENTS

All Your Doubts, Resolved

HOW LONG SHOULD I KEEP MY TAX RECORDS?

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WHAT ARE THE DIFFERENCES BETWEEN AN ACCOUNTANT, A CPA AND A BOOKKEEPER?

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HOW DO I KNOW IF ACCOUNTING OF SANTA CRUZ IS RIGHT FOR MY NEEDS?

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