FAQ

Frequently Asked Questions (FAQ)

1. What services do you offer at Page One?
   We offer bookkeeping, bookkeeping cleanup, self-employed and small business tax returns, tax preparation, payroll processing, and accounting support.
   
   

2. Do I need to already have QuickBooks to work with you?
   No. We can help you set up QuickBooks from scratch or take over management of your existing account.
   
   

3. What industries do you specialize in?
   We serve a variety of industries, including service-based businesses, beauty professionals, consultants, and other small business owners.
   
   

4. How do I know which services I need?
   We offer a free consultation to assess your financial situation and recommend the best package or services for your needs.
   
   

5. What is bookkeeping cleanup?
   Bookkeeping cleanup involves organizing and correcting past financial records, reconciling accounts, and making sure everything is accurate and up-to-date.
   
   

6. Are you a CPA?
   I am a CPA candidate and a QuickBooks Certified Bookkeeper with over 10 years of experience in the field.
   
   

7. Can you prepare and file my taxes?
   Yes, we offer tax preparation services for individuals, sole proprietors (Schedule C), and small businesses.
   
   

8. How do you price your services?
   Pricing is based on the complexity of your financials and the scope of services you require. We offer monthly packages and hourly rates.
   
   

9. Can you work with clients remotely?
   Absolutely! We work with clients all over the country using secure cloud-based platforms and virtual communication tools.

10. How secure is my financial data?
    We use encrypted platforms and industry-standard security protocols to ensure your data is always safe and confidential.
    
    

11. How often will I receive reports or updates?
    Monthly clients receive reports every month, but we can customize the frequency depending on your needs (weekly, quarterly, etc.).
    
    

12. Do you offer payroll services?
    Yes. We handle payroll processing, employee tax filings, and reports for businesses with up to 50 employees.
    
    

13. What’s the difference between bookkeeping and accounting?
    Bookkeeping involves daily financial record-keeping, while accounting includes interpreting, classifying, and summarizing financial data for decision-making and taxes.
    
    

14. Can you help me file overdue tax returns?
    Yes, we specialize in helping clients catch up and stay current, even if you've fallen behind on tax filings.
    
    

15. How do I get started?
    Schedule a free consultation to discuss your needs. From there, we’ll send a proposal and service agreement to begin onboarding.
    
    

16. What’s the benefit of outsourcing my bookkeeping?
    Outsourcing saves time, reduces errors, ensures compliance, and allows you to focus on growing your business instead of managing numbers.
    
    

17. Can I cancel services if I change my mind?
    Yes. Our contracts are month-to-month with a 14-day notice required for cancellation.
    
    

18. Do you offer support for tax audits?
    We can assist with audit preparation and help you organize and understand the documentation needed.
    
    

19. Will I be locked into a long-term contract?
    No. Our services are flexible and designed to fit your business needs as they grow or change.

20. How do you communicate with clients?
    We offer regular email updates, phone check-ins, and video meetings as needed. You can always reach us for questions or support.

21. Can you train me or my staff on how to use QuickBooks?
    Yes. We offer basic QuickBooks training for business owners and staff upon request.

22. Do you handle sales tax filings?

     Yes. We can prepare and file your monthly, quarterly, or annual sales tax returns.