Are We the Right Bookkeeper For You?

Please review the list of questions below to see if we are a great match for your BOOKKEEPING needs.

If you can answer YES to most of the questions below, let’s get acquainted and see how we can support you with your financial requirements.


1. Do you have 25 employees or less?

2. Is your company service based, such as construction, medical, consulting, financial services, wellness, online, real estate, etc?

3. Is your gross income between $350,000 to $10 million annually?

4. Do you currently have someone that will deposit customer checks at the bank and pay your company’s bills?

5. Are you comfortable with providing us an accountant’s access to your bank and credit card online accounts so we can view the statements and check images?

6. Do you need someone to record income and expenses in QuickBooks “after-the-fact”? (For example, in July we enter & reconcile the transactions that occurred in June.)

7. Can all the bookkeeping work be done remotely/virtually? (Instead of having someone at your office.)

8. Do you check email regularly/frequently? Are you comfortable on the computer?

9. Do you want your income and expenses tracked in QuickBooks Online?

10. Do you have little to no inventory?

Did you answer YES? Take the next step and click on the button below:


Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!


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