Frequently Asked Questions

When should I contact an accountant?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, accounting systems, target pricing and profit margins.  

Having a trusted accountant will alleviate the stress of balancing your books, allowing you to focus on running and growing your business.

What are my bookkeeping options?

We have weekly, monthly and quarterly accounting packages available, depending on your specific needs.  

Not only are our service packages affordable, but they're also flexible. Capable and designed to grow as your business expands.

How can I know which accountant is right for me?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

IOLTA Account requirements include

Xero Accounting Software
Skyline Accounting

  • Completing a 3-way reconciliation every 60 days
  • Using checks with pre-printed numbers when making withdrawals
  • Writing a detailed description and specific client name on the check memo line

Easily avoidable IOLTA Account violations include

QuickBooks Online QBO
QuickBooks Desktop
QuickBooks Pro
Skyline Accounting

  • Never making withdrawals from an ATM
  • Never making checks payable to "Cash"
  • ​Never paying business expenses directly out of an IOLTA account​

What is Cloud Accounting?

Skyline Accounting
Outsourced Cloud Bookkeeping

Cloud Accounting provides you with 24/7 access to your financial reports and information. View the running balances of all your bank accounts and credit cards, in one easy-to-use platform. Streamline your workflow process by integrating applications with your mobile device and accounting software.