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Frequently Asked Questions

Bookkeeping Questions

Why should I use an accountant for my bookkeeping?
What do you charge for bookkeeping services?
What data do I need to provide you with for bookkeeping?
What other services come along with bookkeeping?
I do not live in Southern California. Can you still offer me bookkeeping services?


Q: Why should I use an accountant for my bookkeeping?
A: There are many benefits to having an accountant, especially a Certified QuickBooks ProAdvisor, manage your companies bookkeeping. Along with providing you with feedback about your organization's performance, preparing your books allows us to have a seamless transition when preparing your tax return. This increases the accuracy of your return and helps to further safeguard you in the event of an audit.

Q: What do you charge for bookkeeping services?
A: The cost of our bookkeeping services is determined by the complexity of the project. We offer both monthly and annual services, with price breaks provided for clients requesting services on a monthly basis.

Q: What data do I need to provide you with for bookkeeping?
A: While the data we require varies depending on the type of business you own, we generally require all bank statements, check registers, purchase receipts and credit card statements.

Q: What other services come along with bookkeeping?
A: We offer a wide variety of services to help your business thrive. We will gladly work with you to file sales and estimated taxes, as well as providing you with detailed financial reports and metrics to determine how your business is performing.

Q: I do not live in Southern California. Can you still offer me bookkeeping services?
A: While we prefer to meet with all of our clients in person, we will gladly offer bookkeeping services to you regardless of where you reside as long as you are still able to provide us with all requested data.


When selecting a tax professional, it is very important to ask plenty of questions to gain a full understanding of the preparer's expertise, the tax filing process and your rights as a taxpayer. We encourage all of our clients to ask questions, and have provided some examples for you to explore.

Please visit our other FAQ sections below:
- Tax Preparation
- Tax Resolution