FAQ’s from QuickFix Bookkeeping

Frequently Asked Question ‘s

Let’s check FAQ’s what people are asking from QuickFix Bookkeeping

Knowing QuickFix Bookkeeping bit better

Q: What exactly does QuickFix Bookkeeping do for a business like mine?
A: Think of us as your financial co-pilot. We handle the day-to-day tasks like categorizing transactions, reconciling accounts, and managing payables/receivables. More importantly, we transform that data into clear financial reports (Profit & Loss, Balance Sheet) so you can see the true health of your business and make smart decisions. We also ensure you’re always tax-ready.

Q: How are you different from a traditional accountant or a bookkeeper I hire part-time?
A: We blend the best of both worlds. We provide the dedicated, ongoing attention of an in-house bookkeeper but with the expertise and strategic insight of a full accounting firm. Unlike a part-time hire, you get a full team using top-tier technology, without the overhead of payroll, benefits, or management. We’re proactive, not just reactive.

Q: Do you only work with certain industries or business sizes?
A: We specialize in serving American small to medium-sized businesses (SMBs), particularly in industries like professional services, e-commerce, real estate, and creative agencies. However, our scalable systems can support a wide variety of businesses. The best way to know is to schedule a free consultation!

Technology, Security, and Process

Q: What accounting software do you use, and will I have to learn it?
A: We are certified experts in QuickBooks Online (QBO), the industry-leading cloud platform. We highly recommend all our clients use QBO. The good news? You don’t need to be an expert. We manage the complex parts. You simply use the intuitive mobile app to snap pictures of receipts, check your dashboard for profit updates, and give your accountant secure access—no messy files or complicated software to learn.

Q: Is my sensitive financial data safe with you?
A: Absolutely. Security is our top priority. We use bank-level 256-bit SSL encryption for all data transfers. Your data is stored securely in QuickBooks’ servers, which are more secure than a typical office computer. Our team operates under strict confidentiality agreements, and we employ best practices like multi-factor authentication (MFA) to protect every account.

Q: How do I get my documents to you? Isn’t it a hassle?
A: Not at all! It’s one of the easiest parts of working with us. You can simply:

Snap a pic: Use the QuickBooks mobile app to capture receipts on the go.
Forward emails: Forward invoice or expense emails directly to your dedicated QuickFix email address (e.g., yourname@quickfixbks.com).
Secure portal: Upload documents directly to our secure client portal.
No more shoeboxes or messy filing cabinets.

Services and Capabilities

Q: Can you handle my sales tax? I’m always worried I’ll get it wrong.
A: Yes! Sales tax compliance is a core service. We can help you:

Determine what products/services are taxable in your state.
Set up and manage your sales tax codes within QuickBooks.
Prepare and file your quarterly sales tax returns accurately and on time, minimizing the risk of penalties.

Q: What if I need help with payroll?
A: We’ve got you covered. We are experts in integrated payroll solutions like QuickBooks Payroll. We can set it up for you, ensure your employees and tax payments are processed correctly, and handle all quarterly and year-end filings (like 941s and W-2s). This keeps your bookkeeping and payroll seamlessly connected.

Q: Do you just record history, or can you help me plan for the future?
A: We believe in looking forward. Beyond cleaning up your past books, we offer CFO Advisory Services including:

Financial Forecasting: Creating projections to help you plan for growth, cash flow needs, or large purchases.
KPI Reporting: Identifying and tracking the key metrics your business needs to watch (e.g., profit margin, customer acquisition cost).
Tax Strategy: Proactive planning sessions to legally minimize your tax liability throughout the year, not just at tax time.

Pricing and Getting Started

Q: How much does your service cost?
A: We offer transparent, flat-rate monthly packages tailored to your business’s complexity and volume of transactions, not by the hour. This means no surprise bills. Packages typically start at $299/month for essential bookkeeping and scale based on your needs. Schedule a free discovery call for a precise quote.

Q: What is required to get started with QuickFix Bookkeeping?
A: Getting started is simple:

Schedule a Free Consultation: We’ll learn about your business and goals.
Onboarding: We’ll gather read-only access to your accounts and a copy of your previous year’s tax return.
Cleanup (if needed): We’ll bring your books up-to-date and correct any past errors.
Go Live: We take over ongoing bookkeeping, and you get back to running your business!

Q: What if I already have a CPA for my taxes?
A: That’s perfect! We love working with your CPA. We see ourselves as part of your professional team. We will ensure your books are perfectly organized and accurate throughout the year, making your CPA’s job at tax time faster and easier. This can actually save you money on your tax preparation fees. We happily collaborate directly with them.