Frequently Asked Questions
No, I offer sessions as short as 15 minutes.
This is a question every business owner should decide for themselves. It is my recommendation that you have someone (you? me? someone else?) managing your bookkeeping and then a completely separate person file the taxes.
Yes! Please book a virtual cup of coffee appointment.
Yes! Please book a virtual cup of coffee appointment.
Right now QuickBooks Desktop (Pro/Premier/Enterprise), QuickBooks Online (Simple Start, Essentials, Plus), and QuickBooks for Mac. We are adding additional accounting software in the meanwhile, if you need a referral for an expert for another software, please let us know.
No but I’ll gladly send you a few referrals for tax preparers, all you need to do is ask.
I’ve been working with small businesses on a full time basis for the last 10 years, there are very few accounting situations I haven’t seen but we should meet for virtual coffee to talk about your specific situation to be certain I’m the right fit.
Yes! My blog and YouTube Channel are both available for you at anytime.
A bookkeeper records money in and money out categorizing them into the correct general ledger accounts, reconcile against the bank statements and generates financial statements for management to review.
A tax preparer files the federal taxes and sometimes the state and local taxes.
An accountant is a generic term person who provides bookkeeping and/or tax prep.
NOTE: A certified public accountant is person who has passed a rigorous state exam certifying their knowledge in accounting. A CPA isn’t always a tax preparer and a tax preparer isn’t always a CPA.
All training is provided by Rachel Barnett. Gentle Frog is a team of two, Rachel and Nena Markoc. Nena’s role is 100% behind the scenes, keeping Rachel organized.
No but I’ll gladly send you a few referrals for tax preparers, all you need to do is ask.
I’ve been a QuickBooks user since 1995 and working with a large variety of small businesses on a full time basis for the last 10 years, there are very few accounting situations I haven’t seen but we should meet for virtual coffee to talk about your specific situation to be certain I’m the right fit.