FAQs

Got questions? We’ve got answers. Whether you're wondering about bookkeeping timelines or how we work with your current setup, check below.

Frequently Asked Questions

  • Do I need to have an existing QuickBooks Online account?

    No, we can help you set up a QuickBooks Online account.  

  • Do you work with QuickBooks Desktop?

    No, we do not work with QuickBooks Desktop. The only accounting platform we work with is QuickBooks Online.

  • Will Business by the Book do my taxes?

    While Business by the Book does not  file year-end taxes, we are happy to prepare the reports that your CPA needs and assist your CPA with any questions they may have. If you are looking for a new CPA, we can recommend some that we have great partnerships with.

  • What type of businesses do you serve?

    Business by the Book works with businesses of all different shapes and sizes, but a majority of our clients fall into these categories: Professional Services - Interior Designers, Wedding Planners/Florists, Health & Wellness - Dentists, Orthodontists, Med-Spas, Salons, Non-Profits, etc.

  • You don’t live near me. How does a virtual bookkeeper work?

    The internet and cloud technology has made it easier than ever to work together virtually. We can share information with the click of a button and we pride ourselves at being very accessible to our clients. We want you to feel like we are an extension of your team.

  • Do you have experience with the integration of QuickBooks Online and Project Management Systems or Point of Sale systems?

    Yes. We have interior design clients that use HouzzPro/IVY, DesignFiles, MyDoma, and DesignerLogic. We also have experience working with Clover, ShopKeep, Salon Iris, Vagaro, JackRabbit, Poynt, and others. 

  • My books are a mess! Do they need to be clean before I hand them over to Business by the Book?

    No way! We will include retroactive/clean-up accounting as part of our scope of work estimate.  

  • Do you offer bill pay services?

    Business by the Book offers Accounts Payable services, but this service is not included in any of our base packages. If you need assistance with your accounts payable, please be sure to mention it during the Discovery Call.

  • Who will be managing my account?

    We have a team of professional accountants on staff. Your account will be managed by an Account Manager, and supported by a Senior Account Manager and an Assistant Account Manager.

  • Do you help with invoicing?

    Business by the Book offers Accounts Receivable services, but we do not send any invoices to your clients unless it is explicitly directed. This service is not included in any of our base packages, so if you need assistance with your invoicing, please be sure to mention it during your Discovery Call.

  • Do you offer payroll services?

    Yes, Business by the Book offers payroll services via QuickBooks Online Payroll.

  • Do you offer sales tax services?

    Yes, Business by the Book will help you track the sales tax you collect, file your sales tax report, and set up remittance to your state. 

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