Frequently Asked Questions
What does a bookkeeper actually do?A bookkeeper helps keep your business finances organized by tracking income, expenses, transactions, reconciliations, and financial records. Bookkeeping gives you a clearer picture of how your business is performing and helps keep you prepared for tax season, planning, and growth.
How do I know if I need a bookkeeper?You may need a bookkeeper if you feel behind on your books, avoid looking at your numbers, struggle to categorize transactions, feel unprepared for taxes, or do not have a clear picture of your business income and expenses. A bookkeeper can help bring structure and consistency to your financial records.
Do I need monthly bookkeeping or just a cleanup?If your books are behind, messy, or inaccurate, you may need a cleanup first. Once your books are organized, monthly bookkeeping can help keep everything current going forward. Pacific Keys Financial can review your situation and recommend the best starting point.
Can you help if my books are months behind?Yes. Many small business owners fall behind on bookkeeping, especially when they are focused on running the business. Pacific Keys Financial can help review your current records, clean up what needs attention, and create a more organized system moving forward.
What is QuickBooks cleanup?QuickBooks cleanup is the process of reviewing, organizing, and correcting your QuickBooks file so your financial records are more accurate and easier to understand. This may include categorizing transactions, reviewing accounts, cleaning up your chart of accounts, and addressing reconciliation issues.
Do I need to already use QuickBooks?No. If you are not currently using QuickBooks, Pacific Keys Financial can help you get started and set up a system that makes sense for your business.
Can you help me choose the right QuickBooks plan?Yes. Pacific Keys Financial can help you understand which QuickBooks option may fit your current business needs before you commit to a setup.
Can you clean up my existing QuickBooks account?Yes. If your QuickBooks account has uncategorized transactions, duplicate entries, reconciliation issues, or confusing reports, Pacific Keys Financial can help clean up and organize your file.
Do you process payroll?
Pacific Keys Financial provides payroll support and bookkeeping coordination. If direct payroll processing is needed, we can help organize the financial side and coordinate with the appropriate payroll provider, CPA, or tax professional.Can you help if my books are months behind?