FAQ | ClearPath Bookkeeping

Question 1

What bookkeeping services do you provide?

Accepted Answer

We offer bookkeeping services including monthly transaction management, bank and credit card reconciliation, financial statement preparation, accounts receivable and payable tracking, QuickBooks Online setup and support, and catch-up or cleanup bookkeeping for businesses that have fallen behind.

Question 2

Do you help with tax preparation?

Accepted Answer

We don't file taxes, but we make sure your books are accurate, organized, and tax-ready so your CPA or tax preparer can work efficiently. Clean, well-maintained records can save you time and money at tax time.

Question 3

Do you offer catch-up or cleanup bookkeeping?

Accepted Answer

Yes. If your books are months or years behind — or if previous bookkeeping has errors — we can get everything caught up and accurate. We'll assess the scope of work and provide a custom quote.

Question 4

What industries do you specialize in?

Accepted Answer

We work with a wide range of small businesses including contractors, consultants, real estate professionals, e-commerce sellers, and local service businesses. We have particular experience in real estate, retail, and wholesale industries.

Question 5

How does the onboarding process work?

Accepted Answer

We start with a free 30-minute consultation to understand your business and bookkeeping needs. From there, we'll recommend the right package, set up or connect your QuickBooks Online account, and establish a monthly workflow that keeps your books current and accurate.

Question 6

How often will we communicate?

Accepted Answer

You'll receive a monthly summary of your financials by email. Depending on your package, we also schedule quarterly or monthly review calls. You're always welcome to reach out with questions between check-ins.

Question 7

How do you access my financial information?

Accepted Answer

We work primarily through QuickBooks Online, which allows us to access your books securely without needing your bank login credentials. You'll grant us accountant-level access directly through QuickBooks.

Question 8

Is my financial information secure?

Accepted Answer

Absolutely. We use QuickBooks Online's bank-level encryption and follow strict data security practices. Your financial information is kept strictly confidential and only accessed by authorized team members.

Question 9

Do I need to already have QuickBooks Online?

Accepted Answer

No. If you don't have QuickBooks Online yet, we can set it up for you as part of our onboarding. If you already have an account, we'll connect to it and get started right away.

Question 10

Are you QuickBooks certified?

Accepted Answer

Yes. We are QuickBooks Online Certified ProAdvisors, which means we have demonstrated expertise in QuickBooks Online and stay current with the latest features and best practices.

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