Questions to Ask Before Hiring a Bookkeeper or Tax Professional
Choosing the right professional is about more than price. These questions can help you understand how someone works, how they communicate, and whether they are the right fit for your business.
Click any question below to see how AdminBooks would answer.
AdminBooks Answer:
Our bookkeepers are QuickBooks Online Advanced Certified and renew their certification annually. Our tax team includes both CPAs and Enrolled Agents who complete continuing education each year.
Our bookkeepers are QuickBooks Online Advanced Certified and renew their certification annually. Our tax team includes both CPAs and Enrolled Agents who complete continuing education each year.
AdminBooks Answer:
Across bookkeeping, payroll, and tax services, we support roughly 500 clients. AdminBooks has been serving clients since 2003.
Across bookkeeping, payroll, and tax services, we support roughly 500 clients. AdminBooks has been serving clients since 2003.
AdminBooks Answer:
We have a team of 12 people made up of both full-time and part-time staff. Our clients are supported by a team rather than relying on one individual.
We have a team of 12 people made up of both full-time and part-time staff. Our clients are supported by a team rather than relying on one individual.
AdminBooks Answer:
For bookkeeping, we work best with service-based businesses. We are not the right fit for retail, restaurants, or manufacturing. On the tax side, we support individuals, small business owners, rental property owners, and many W-2 clients with stock options.
For bookkeeping, we work best with service-based businesses. We are not the right fit for retail, restaurants, or manufacturing. On the tax side, we support individuals, small business owners, rental property owners, and many W-2 clients with stock options.
AdminBooks Answer:
We use a secure online portal called SmartVault, which provides encrypted document storage and secure file sharing.
We use a secure online portal called SmartVault, which provides encrypted document storage and secure file sharing.
AdminBooks Answer:
Our tax preparers review completed returns with clients through an online video conferencing platform that allows screen sharing, audio, and questions in real time.
Our tax preparers review completed returns with clients through an online video conferencing platform that allows screen sharing, audio, and questions in real time.
AdminBooks Answer:
Yes. We run background checks on all employees.
Yes. We run background checks on all employees.
AdminBooks Answer:
For bookkeeping clients, our typical response time is 1 to 2 business days. During tax season, response times may be 2 to 3 business days.
For bookkeeping clients, our typical response time is 1 to 2 business days. During tax season, response times may be 2 to 3 business days.
AdminBooks Answer:
Business clients receiving bookkeeping, payroll, and tax services are billed a flat monthly rate through automatic ACH.
Business clients receiving bookkeeping, payroll, and tax services are billed a flat monthly rate through automatic ACH.
AdminBooks Answer:
Clients are responsible for maintaining receipts and supporting documentation. In many cases we can work from statements, but statements alone are not enough in the event of an audit.
Clients are responsible for maintaining receipts and supporting documentation. In many cases we can work from statements, but statements alone are not enough in the event of an audit.
AdminBooks Answer:
For tax preparation, we ask for the prior year’s return so we can provide an accurate estimate. For bookkeeping, we need access to your QuickBooks Online account, and we can help with setup or migration if needed.
For tax preparation, we ask for the prior year’s return so we can provide an accurate estimate. For bookkeeping, we need access to your QuickBooks Online account, and we can help with setup or migration if needed.
AdminBooks Answer:
Our bookkeeping, payroll, and business tax services are typically billed at a flat monthly rate. Consulting is billed hourly with a prepaid package retainer.
Our bookkeeping, payroll, and business tax services are typically billed at a flat monthly rate. Consulting is billed hourly with a prepaid package retainer.
AdminBooks Answer:
We do not bend the law, but we are proactive about helping clients take advantage of every allowable deduction available to them.
We do not bend the law, but we are proactive about helping clients take advantage of every allowable deduction available to them.
AdminBooks Answer:
We use QuickBooks Online for bookkeeping, Lacerte for tax preparation, and DocuSign for electronic review and signatures.
We use QuickBooks Online for bookkeeping, Lacerte for tax preparation, and DocuSign for electronic review and signatures.
AdminBooks Answer:
Yes. Our team participates in professional associations and ongoing education because staying current helps us better support our clients.
Yes. Our team participates in professional associations and ongoing education because staying current helps us better support our clients.
AdminBooks Answer:
Our goal is to provide business clients with financial statements by the 20th of each month.
Our goal is to provide business clients with financial statements by the 20th of each month.
AdminBooks Answer:
Our tax professionals stay current on tax law and planning opportunities, and we look for ways to improve each client’s outcome when appropriate.
Our tax professionals stay current on tax law and planning opportunities, and we look for ways to improve each client’s outcome when appropriate.
AdminBooks Answer:
We focus on education, proactive communication, and strategy so clients feel supported year-round, not just during tax season.
We focus on education, proactive communication, and strategy so clients feel supported year-round, not just during tax season.
AdminBooks Answer:
We love helping clients feel more comfortable and confident in their financial situation. Our goal is to bring clarity and peace of mind.
We love helping clients feel more comfortable and confident in their financial situation. Our goal is to bring clarity and peace of mind.
Looking for the Right Fit?
If you are looking for a bookkeeping and tax partner who values communication, clarity, and proactive support, we would love to connect.
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