Frequently Asked Questions (FAQ)

                                                                                                                             About Devin Haley Bookkeeping

Get clear answers to common bookkeeping questions for small businesses. Learn about services, pricing, setup, and how we help you save time and money. - 

1. What does a bookkeeper do?

A bookkeeper records and organizes your business’s financial transactions — from income and expenses to bank reconciliations and reports. This ensures your financials are accurate, up to date, and ready for taxes, forecasting, or funding.

2. How is bookkeeping different from accounting?

Bookkeeping focuses on the daily tracking of income, expenses, invoices, and transactions. Accounting involves interpreting that data to prepare tax returns, create forecasts, and offer financial advice. We provide clean, accurate books so your CPA or tax pro can do their job more efficiently, often saving you money.

3. Why is good bookkeeping so important?

Without clean books, business owners risk missing deductions, overpaying taxes, misunderstanding cash flow, or making poor financial decisions. Proper bookkeeping gives you clarity, compliance, and control — essential for growth and peace of mind.

4. What services do you offer?

We offer a full range of services including:

  • Monthly Bookkeeping

  • Monthly Financial Reporting

  • Payroll Services

  • Accounts Payable & Inventory Management

  • Accounts Receivable

  • QuickBooks Catch Up & Clean Up

  • QuickBooks Set Up

Custom packages are available based on your business needs.

5. Do I need a bookkeeper if I already use QuickBooks?

Yes. QuickBooks is a great tool, but it’s only as accurate as the data entered. A professional bookkeeper ensures entries are categorized correctly, reconciled monthly, and that nothing falls through the cracks.

6. What types of businesses do you work with?

We specialize in supporting small businesses across industries such as: construction, legal, medical, real estate, eCommerce, and service-based businesses. Whether you’re a startup, solo entrepreneur, or established company, we can help.

7. Can you help if I’m behind on my books?

Absolutely. Our QuickBooks Catch-Up & Clean-Up services are designed to get your books current and accurate — whether you’re a few months or several years behind. It’s never too late to get organized.

8. How much does bookkeeping cost?

Pricing depends on the complexity of your business, volume of transactions, and services needed. We offer affordable, flat-rate monthly packages. Schedule a free consultation to get a personalized quote.

9. Do you offer virtual services?

Yes! We are 100% cloud-based and paperless. All our services can be delivered remotely with secure systems for document sharing, communication, and real-time reporting.

10. How do I get started?

Getting started is simple. Book a free consultation [insert link] where we’ll learn more about your business, current setup, and goals. Then we’ll create a plan to get you on track and keep you there.

11. Will I lose control of my finances if I outsource bookkeeping?

Not at all. You’ll actually gain more control and visibility. We organize your financial data so you can make better decisions faster. You’ll always have access to your records, reports, and dashboards.

12. How often will I receive reports or updates?

We provide monthly reports as part of our standard service. If your business requires more frequent updates, we can customize your package to include weekly summaries or real-time dashboards.

13. Is my financial information safe and secure?

Yes. We use encrypted, cloud-based systems with bank-level security protocols. Your data is protected, backed up, and accessible only by authorized users.

14. Can you work with my CPA or tax preparer?

Absolutely. In fact, CPAs love working with us because we keep the books clean, organized, and ready for tax time — saving them time and saving you money.

15. How long does it take to get set up?

Setup usually takes 3–7 business days, depending on the complexity of your current system and how quickly we receive the necessary documents. For catch-up or clean-up projects, we’ll provide an estimated timeline during your consultation.

16. Do you offer help with budgeting or financial planning?

While we are not financial planners, our monthly reporting and trend tracking can absolutely support your budgeting and decision-making process. We help you understand where your money is going so you can plan smarter.

17. What if I’m just starting my business — is it too early for bookkeeping?

It’s actually the perfect time. Starting with clean, well-structured books saves you stress later. We offer setup services tailored for new businesses, including QuickBooks configuration and financial system best practices.

18. Do you help with sales tax tracking and filing?

Yes. For applicable businesses, we can track sales tax collected and prepare your reports so you’re ready to file on time and avoid penalties.

19. What if I have multiple businesses or income streams?

No problem. We support multi-entity businesses and entrepreneurs with complex income sources. We’ll work with you to structure your bookkeeping system for full visibility and account separation.

20. What makes Devin Haley Bookkeeping different?

We combine precision, professionalism, and a modern, cloud-based approach to help you increase profitability, reduce stress, and gain peace of mind. You’ll never feel like just another account — we treat your business like ours.