Frequently Asked Questions

What is a bookkeeper? 

A Bookkeeper is a service professional who helps business owners and companies keep track of the money they earn and spend. They prepare your accounts, document daily financial transactions and ensure compliance with applicable standards.

Why do I need a bookkeeper? 

Ultimately, a bookkeeper's chief duty is to maintain accurate financial records so that, at any given time, you can assess your business's financial strength. It saves you time and money by freeing up your time so you can concentrate on your business. Also, by having a bookkeeper and staying up to date, you can avoid possible financial penalties.

Can't I just use an accountant? 

Yes, you can. Keep in mind, accountants provide overarching financial advice and tax guidance, while bookkeepers focus on daily responsibilities, like recording transactions. A lot of times accountants will outsource the account to bookkeepers to perform the daily tasks. Plus, accountants' fees are usually higher than a bookkeeper's fees. 

What software do you use?

We use QuickBooks Online, Xero Online and Drake Tax Software.

How do I send documents securely? 

We use Drake Portal. It is a secure online portal.