Frequently asked questions

Here at IkeepBooks, we understand that starting with a new accounting service can bring up many questions. We've compiled a list of common inquiries to help you understand our services better and how we can support your business.

Common client questions

What bookkeeping services do you provide?

We provide monthly bookkeeping, bank and credit card reconciliations, financial reporting, payroll services, and bookkeeping catch-up and cleanup for small businesses and real estate professionals.

Do you prepare tax returns?

No. We focus on accurate bookkeeping and tax-ready financial records. We work with your CPA or tax preparer to help make tax season smoother.

Do you work with clients outside North Carolina?

While we are based in Raleigh, North Carolina, we are equipped to serve clients remotely across the United States.

What bookkeeping software do you use?

We primarily work with QuickBooks Online.

How often will I receive financial reports?

We provide financial reports on a frequency that suits your needs, typically monthly or quarterly. These reports will give you a clear overview of your business's financial health.

How much do your services cost?

We offer three bookkeeping packages, along with custom pricing for payroll services and bookkeeping catch-up or cleanup projects

Do you require a long-term contract?

No. Services are provided in accordance with the agreed engagement terms. We focus on building lasting relationships through excellent service rather than long-term contracts.

What documents do I need to get started?

Typically:

  • Business bank statements
  • Credit card statements
  • Prior bookkeeping records (if available)
  • QuickBooks access (if applicable)
  • Payroll information (if applicable)

How do I securely send my documents?

Clients can upload documents through our Secure Client Upload page or another secure document-sharing method we provide.

How long does onboarding take?

Most new clients can complete the onboarding process within a few days, depending on how quickly documents are provided.

Do you work with real estate agents?

Yes. We specialize in bookkeeping for real estate professionals, including commission income, business expenses, mileage tracking, and financial reporting.

Can you help if my books are behind?

Absolutely. We specialize in catching up on unorganized or past-due bookkeeping. We'll work diligently to organize your records and get you back on track.

How do we communicate?

Communication is key. We are available via email, phone, and scheduled video calls to discuss your accounting needs and provide support.

Is my financial information secure?

Protecting your information is a priority. We use secure methods to collect and manage client documents and maintain the confidentiality of your financial information.

Why hire a bookkeeper?

Hiring a professional bookkeeper like IkeepBooks offers significant advantages over managing your finances yourself. We provide expert knowledge, save you valuable time, reduce the risk of errors, ensure compliance, and offer insights that can help your business grow. Let us handle the numbers so you can focus on running your business.

Ready to get started?

If you have more questions or are ready to experience the peace of mind that comes with professional bookkeeping, we're here to help. Let's discuss how IkeepBooks can streamline your finances.