Home / FAQ
Frequently Asked Questions
Answers to common bookkeeping questions.
Everything you need to know about working with Affluent Accounting. Don’t see your question? Just ask.
Getting started
Do you only work with businesses in Florida?
Not at all. We’re based in West Palm Beach, FL, and work with businesses in every state. Everything happens securely online through QuickBooks Online, email and video calls.
Will I always work with the same person?
Yes. You’ll have a dedicated bookkeeper who learns how your business works, so you’re never re-explaining things to someone new or waiting in a support queue.
What happens during the free consultation?
We’ll talk for 15–30 minutes about your business, how your books are handled today, and what you need. If it’s a good fit, we’ll review your QuickBooks file and send a fixed-price proposal.
How do you access my books securely?
You invite us as an accountant user in QuickBooks Online, so you never share your password. Documents are exchanged through secure channels.
Do I need to already use QuickBooks Online?
No. If you’re on QuickBooks Desktop, spreadsheets, or nothing at all, we’ll set up QuickBooks Online for you and get your books organized from day one.
How is pricing determined?
Pricing is based on your transaction volume, number of accounts, and how much cleanup is needed. After a free consultation you’ll receive a clear, fixed quote, so there are no surprise hourly bills.
Bookkeeping cleanup
How long does a bookkeeping cleanup take?
It depends on how many months need work and your transaction volume. A few months of catch-up can often be finished in one to two weeks, while multi-year cleanups take longer. You’ll get a timeline in your proposal before any work begins.
How much does QuickBooks cleanup cost?
Cleanup is quoted as a fixed project fee based on the number of months, accounts and transactions. After reviewing your file, we’ll give you an upfront price, so there are no open-ended hourly bills.
What do you need from me to get started?
Usually just accountant access to QuickBooks Online, bank and credit card statements for the cleanup period, and answers to questions about transactions we can’t identify. We’ll send a simple checklist.
Monthly bookkeeping
What's included in monthly bookkeeping?
Transaction categorization, bank and credit card reconciliations, review of receivables and payables, and monthly financial statements (Profit & Loss and Balance Sheet), plus answers to your questions along the way.
When will I get my monthly reports?
Reports are delivered on a consistent schedule each month after the books are closed, so you can count on seeing your numbers at the same time every month.
Is there a long-term contract?
No. Monthly bookkeeping is month-to-month. We’d rather earn your business every month than lock you in.
QuickBooks, payroll & sales tax
Are you QuickBooks certified?
Yes. We’re QuickBooks Online Certified through Intuit’s ProAdvisor program at both Level 1 and Level 2 Advanced, so you get expert-level QuickBooks guidance.
Can you move me from QuickBooks Desktop to Online?
Yes. We’ll help plan and complete the migration, then review the converted file to make sure balances and history came over correctly.
Do you file Florida sales tax?
Yes. We help Florida businesses track sales tax correctly in QuickBooks and prepare recurring filings with the Florida Department of Revenue.
Can you help with sales tax in other states?
Yes. We help businesses across the USA with sales tax setup and recurring filings. Requirements vary by state, so we’ll review your situation during the consultation.
Taxes
Do you file income taxes?
We focus on bookkeeping and don’t prepare income tax returns. We deliver clean, tax-ready books to your CPA or tax preparer, which usually saves you money on their fees, too.
When should I start preparing for tax season?
As early as possible. Ideally your books are cleaned up and closed for the year in January, giving your CPA plenty of time before business tax deadlines in March and April.
Free Consultation
Still have questions?
We’re happy to answer them. Book a free consultation or reach out by phone or email.
Rather talk now? Call 561-707-5004 or email gabriel@affluentaccounting.co