Introduction: We understand you might have questions about remote bookkeeping, our services, or how we can help your specific business. Find answers to common inquiries below, or feel free to contact us directly for personalized assistance.

  • Q: What is remote bookkeeping?
    • A: Remote bookkeeping means we manage your financial records securely from our office, using cloud-based accounting software. This allows us to serve clients nationwide without geographical limitations, offering maximum convenience and efficiency.
  • Q: How do you ensure my financial data is secure?
    • A: We prioritize the security and confidentiality of your financial information. We use industry-standard, encrypted cloud accounting platforms (like QuickBooks, Xero, etc.) and adhere to strict data protection protocols.
  • Q: How do I get started with Juanita Bookkeeping Group?
    • A: Getting started is easy! Simply call us at (972) 464-6379 or fill out our contact form. We’ll schedule a free consultation to discuss your business needs and recommend the best plan for you.
  • Q: Can you help if my books are a mess/behind?
    • A: Absolutely! Our Bookkeeping Clean Up service is specifically designed to reconcile messy accounts, catch up on overdue entries, and get your books in perfect order for tax season, audits, or funding applications.
  • Q: Do you replace my CPA?
    • A: No, we complement your CPA! We handle the day-to-day transaction recording, reconciliations, and internal reporting, providing your CPA with clean, organized books for efficient tax preparation and other high-level advisory services. We work closely with them to ensure seamless financial operations.
  • Q: What accounting software do you use?
    • A: We are proficient in leading cloud accounting software including Xero, QuickBooks, Wave, and Sage 100, ensuring compatibility with your existing systems or helping you set up the best solution.
  • Q: How often will I receive financial reports?
    • A: Our standard plans include monthly or quarterly financial reports, but additional reporting can be tailored to your specific needs. We ensure you always have a clear, up-to-date picture of your business’s financial health.