Do you only bookkeep in QuickBooks?
Yes, currently we specialize in QuickBooks. Most small business CPAs prefer QuickBooks as the standard, and there hasn’t been sufficient demand for other platforms.
My books are a mess…can you help?
Absolutely. We take on projects of all sizes and work closely with you to gather necessary information. We approach cleanup projects systematically, year by year, ensuring progress and clarity as we go.
I have a new business, how can YourQBGuru help?
We excel with new businesses by setting up your Chart of Accounts correctly from the start and maintaining them as needed. We have processes in place that will help get your regular statements to us, and remind you on sales tax payments, quarterly taxes reminders, and annual report reminders.
If you don’t already have a QuickBooks account, we can recommend the correct product and even offer regular discounts (not just promotional).
Please check out our services page to see all the ways we can support your business.
Is it important to keep my books up to date?
Yes! We strongly advise all clients to keep their books current. Imagine needing a business loan where up-to-date books are a requirement. Rest assured, we have you covered.
Additionally, having your books up to date will allow you to look at your business numbers and help you make better business decisions to increase your profit.
Finally, tax time is much smoother if your books are kept regularly. We work with you to answer questions throughout the year, so the transition of your financials to your CPA is seamless.
What if I have someone in-house entering all of my accounts payable and receivable? Do I still need a bookkeeper?
Yes. Even with internal support, we ensure your payroll liabilities are managed, identify new liabilities, reconcile accounts monthly, and review your balance sheet and profit and loss regularly. In short, there is more to bookkeeping than accounts payable and receivable. If you have someone who already does all of this work, you can consider us a second set of eyes and identify issues, and recommend solutions. We look at your books at a higher level, we recommend this quarterly.
When is the best time to hire a bookkeeper?
Now! If you are thinking about hiring a bookkeeper, there is a reason. Don’t wait until issues escalate—let us handle your bookkeeping so you can focus on growing your business.
I don’t have control of my costs and I don’t understand my cash flow. Can you help?
Yes, we can. We don’t just reconcile your books. We take a deep dive into your profit and loss using comparison analysis. We can see patterns in your money in and money out to help you with cash flow and budgeting. Check our services page to see how else we can help you.
Why pay for YourQBGuru to handle bookkeeping, why outsource?
Outsourcing your bookkeeping with us saves you from hiring additional staff and incurring extra costs like payroll taxes, office space, and equipment. It allows you to focus on other critical areas of your business while we take care of the numbers.
What does tax time look like?
When closing the year we provide a package of financials to your CPA after a thorough review. We build a relationship with your accountant so that they know our quality of work, can approach us for questions.
When we work together to answer all questions, your CPA can hit the ground running with little to no questions to you.
What can I expect as a YourQBGuru client?
Expect dedicated support and a partner in deciphering your business numbers. We guide you through complex financial matters beyond day-to-day operations.
How do you get all the data you need to do my bookkeeping?
You can mail, drop off, or upload needed items to our secure portal. QuickBooks often with your bank for statements, though this can be inconsistent. Some clients prefer to give us “view only” bank access.
Do you work virtually or do you come to me?
We can do both! We can make visits to your location if it is within a 25-mile radius to our location in Franklin. We can host your QuickBooks Desktop or get access to your QuickBooks online account, so we can stay on top of your bookkeeping. For those who prefer to host their own QuickBooks file, we coordinate a regular remote in schedule.
I live outside of Massachusetts, can YourQBGuru still do my bookkeeping?
YourQBGuru is located in Frankin, Massachusetts, where the bulk of our clients are MetroWest Boston, and central Massachusetts-based. However, we service clients nationally.
How do I become a YourQBGuru client?
Email us at info@yourqbguru.com or call 508-655-2255. We look forward to partnering with you! Contact – YourQBGuru