What's the difference between a bookkeeper and an accountant?

A bookkeeper maintains and organizes your day-to-day financial records. An accountant may use those records for tax preparation, financial analysis, and other accounting services. The roles often complement each other.

How often should my bookkeeping be updated?

Ideally, transactions should be reviewed regularly, with accounts reconciled each month. Keeping records current makes it easier to catch mistakes and understand your financial position.

What happens if my bookkeeping is several months behind?

You don't necessarily need to start over. Cleanup and catch-up services can help organize past transactions, correct discrepancies, and bring your records up to date.

Do I need to use QuickBooks Online?

Edgy Techie Bookkeeping specializes in QuickBooks Online. We can discuss your current bookkeeping setup during a consultation and determine what support makes sense for your business.

Can you help if my books are a mess?

Absolutely. Cleanup and Catch-Up is one of our services. We'll discuss where things stand, identify what needs attention, and develop a plan to get your records organized.

Do we have to meet in person?

No. Bookkeeping services can be provided remotely, allowing us to work together without requiring in-person appointments.

Will my financial information be kept confidential?

Protecting your business information is a priority. We use appropriate safeguards and authorized access to handle the financial records needed for your bookkeeping services.

How much do bookkeeping services cost?

Pricing depends on your business's transaction volume, current bookkeeping condition, and the services you need. We'll discuss your situation before recommending an appropriate service arrangement.

What should I expect during a complimentary consultation?

We'll talk about your business, your current bookkeeping challenges, and what you'd like to improve. It's an opportunity to ask questions and explore whether we're a good fit.

What information do I need to get started?

We'll begin with a conversation about your business and bookkeeping needs. If we decide to work together, I'll explain what records and access are needed for your services.