Accounting Software Frequently Asked Questions

1. What accounting software do you work with?

We primarily work with QuickBooks Online and Manager.io.

If you're using another accounting system, contact us to discuss your needs. We may still be able to assist depending on your software and the services you require.

2. Can you help me choose accounting software?

Yes.

Selecting the right accounting software depends on factors such as your business size, industry, reporting needs, payroll requirements, and future growth plans.

We'll help you evaluate your options and choose a solution that best supports your business.

3. Is QuickBooks Online or QuickBooks Desktop better?

Neither is universally better—it depends on your business.

QuickBooks Online offers cloud-based access and real-time collaboration, while QuickBooks Desktop may provide features that are better suited for certain businesses and workflows.

We'll help you determine which option best fits your needs.

4. Can you help set up my accounting software?

Yes.

We can assist with setting up your chart of accounts, connecting bank and credit card accounts, establishing accounting preferences, and developing workflows that support accurate bookkeeping.

A proper setup from the beginning can save significant time and reduce errors later.

5. Can you review my accounting file for errors?

Absolutely.

We can review your accounting records for common issues such as:

• Incorrect account classifications

• Duplicate transactions

• Unreconciled bank accounts

• Balance sheet discrepancies

• Payroll posting issues

• Uncategorized transactions

If corrections are needed, we'll discuss the recommended next steps with you.

6. My books don't match my bank account. Can you help?

Yes.

Bank reconciliations are one of the most important steps in maintaining accurate financial records.

We'll identify the cause of the differences, correct errors when appropriate, and help ensure your books accurately reflect your bank activity.

7. Can you help if someone else set up my accounting software?

Yes.

It's common for businesses to change bookkeepers or accountants over time.

We can review your existing setup, recommend improvements if needed, and help ensure your financial records are accurate and organized.

8. How often should I reconcile my bank accounts?

Most businesses should reconcile their bank and credit card accounts at least once each month.

Regular reconciliations help identify errors, detect missing transactions, and keep your financial statements accurate throughout the year.

9. Can you help if my accounting records are several years behind?

Yes.

Whether you're a few months behind or several years behind, we can evaluate your records, determine the scope of work, and develop a plan to bring your bookkeeping up to date.

Every cleanup project is different, and we'll discuss the process before work begins.

10. Do I need accounting software if my business is small?

In many cases, yes.

Even small businesses benefit from organized financial records, accurate reporting, and efficient bookkeeping.

The right accounting software can simplify day-to-day recordkeeping and make tax preparation easier as your business grows.