Question 1

What are your office hours?

Accepted Answer

During Tax Season (January 1 through April 30), our office hours are Monday through Friday, 8 a.m. until 6 p.m., and Saturdays from 9 a.m. until 1 p.m. Outside of Tax Season, our office hours are Monday through Friday, 9 a.m. until 5 p.m. Limited evening and weekend appointments are available by appointment only to support our clients who are not available during standard office hours.

Question 2

When should I hire a bookkeeper?

Accepted Answer

While some business owners have the knowledge and capacity to do their own bookkeeping, you should consider engaging a bookkeeping firm if you:

Do not have the time, interest or ability to do your own books 
Have employees or hire independent contractors 
Plan to make significant purchases (e.g., business property) or incur liabilities (e.g., business loans) 
Need accrual-basis accounting or inventory tracking 
Have a multi-owner business, e.g., partnership, multi-member LLC, S-Corp or corporation 
Work with a CPA to complete your taxes

Schedule a complimentary consultation to discuss your needs and how we can help.

Question 3

What accounting software do you work with?

Accepted Answer

We primarily work with QuickBooks Online and Xero accounting software. We chose these applications due to the breadth of features offered and the ability to integrate with other applications that allow us to deliver valuable services as efficiently as possible. We will make a software recommendation to you following your onboarding consultation.

Question 4

¿Aceptas clientes que hablen español?

Accepted Answer

Sí. Podemos ayudarle. Envíenos un correo electrónico a info@jbgbookkeepingservices.com o llámenos al 917.402.1216 y marque la extensión 711.

Question 5

Will you work with my CPA and other advisors?

Accepted Answer

Yes! We can work with your CPA, attorney and/or any other advisor that you expressly authorize us to engage with. If you have a CPA that prepares your tax returns, we offer monthly and yearend CPA package options to suit your needs.

Question 6

Do you provide services virtually or in-person?

Accepted Answer

All services are provided virtually. We meet with local clients in-person at our offices. We also travel to meet with our clients at their place of business. Depending on your location and the team members servicing your account, you may have hybrid meetings where certain team members are in-person and others appear virtually.

Question 7

Do you partner with CPA firms?

Accepted Answer

Yes, we do! We partner with CPA firms interested in outsourcing the bookkeeping for their clients (both directly and as a subcontractor). We also maintain a network of CPAs to refer our clients to. 
 
If you are a CPA interested in exploring how we can collaborate, please submit an inquiry through our website or email us directly at info@jbgbookkeeepingservices.com.

Frequently asked questions