Frequently Asked Questions
We know that bookkeeping, payroll, and financial management can come with a lot of questions. That’s why we’ve compiled some of the most common inquiries we receive about our services. Whether you’re wondering about bookkeeping accuracy, payroll compliance, or tax preparation, we’re here to help. If you don’t see your question below, feel free to contact us for more information!
We offer a vast array of services tailored to the individual client needs, including but not limited to recurring bookkeeping, financial statement preparation, 1099 preparation, accounts payable, etc.
Before taking on a client, we research industry standards for bookkeeping to ensure that we are a good fit. If we move forward together, we follow industry standards while working with your tax preparer to ensure compliance and savings.
We mainly work with cash-based businesses, however we do take on accrual clients if we are a good fit.
This depends on your volume; if you have less than 10 transactions per month, we will update your books quarterly, however if you have 100 transactions per week, we will update your books monthly.
Yes we can file your sales tax. See our Payroll Coordination services for everything payroll.
We have QuickBooks ProAdvisor certification and we are a Zoho Partner. However we do work with all different softwares, send us a message to talk about a specific platform.
We will require you to upgrade from your Excel sheets to an accounting software, while we do make recommendations, you can choose whatever software you’d like. Our recommendations offer free plans, as well as paid plans.
Yes we can! Reach out to talk about your specific requests.
All of the above! My services and fees are tailored to business needs so that it is a win-win for all.
While we do charge set up fees, they are not hidden. The set up fees are specifically outlined on our proposal and there is a line item on your invoice.
Absolutely! We want to continue seeing you grow and succeed, as your needs change, we can adjust to accommodate those needs in a timely manner.
Yes, each account will be reconciled month-by-month.
If we made an error in the books, we will immediately work to correct the issue. You will be notified of the error and how it has affected your books, as well as the corrective actions taken.
We work throughout the year to ensure that your books are tax-ready at any time; our goal is that all you have to do is give your accountant your financials and they have all the information they need. But if they have questions, we are available to discuss your books with you and your CPA.
We use a third party app to upload your documents to a secure customer portal. You can read more about their security practices here: https://financial-cents.com/security/
Yes, we do not share client information with anyone.
How often do you want to communicate? I send emails when I’m updating your books with any transaction questions I have, or to let you know the status of your books. If you have questions, you can email, call, or text. My working hours are 9am – 4:30pm.
I present you with a Profit & Loss and Balance Sheet once your books have been completely updated for the month end. If you are looking for something extra, we can discuss your needs and get the right report created when you need it!
Posted on GoogleTrustindex verifies that the original source of the review is Google. I was in need of bookkeeping services in order to be able to file my business taxes, and I found this company on IG (that’s my go-to for finding smaller businesses like my own ☺️). Dianne was so great to work with, she was very thorough in preparing my financial statements and she was very patient, accessible and timely with everything. I would totally recommend her and I look forward to working with her again.Posted on GoogleTrustindex verifies that the original source of the review is Google. Worry Less BookKeeping is a great asset to our Small Business! We are able to concentrate on our business needs and our customers while Dianne keeps our books and accounts organized and on track. Dianne is easy to work with, communicates well and keeps us informed regularly. Highly recommend!Posted on GoogleTrustindex verifies that the original source of the review is Google. Dianne at Worry Less bookkeeping services as an expert in her field. She goes above and beyond to help her clients. She knows the ins and outs of accounting and helps you grow your business by taking over the financial work that a solo entrepreneurial does not have time to do. I highly recommend hiring Diane today!