Frequently Asked Questions

Angela Lancaster Bookkeeping

Helping Businesses Rise 🧡

1. What services do you provide?

I offer bookkeeping services designed to help keep your financial records organized and up to date. Services may include:

• Monthly bookkeeping
• QuickBooks Online setup and support
• Bank and credit card reconciliations
• Financial reports
• Payroll support
• Bookkeeping cleanup and catch-up
• New business bookkeeping setup

 

2. What is bookkeeping?

Bookkeeping is the process of recording, organizing, and maintaining your business's financial transactions. Accurate bookkeeping helps you understand your business finances and prepares your records for tax time.

 

3. Do you prepare taxes?

No. I do not prepare tax returns. My role is to keep your financial records organized and accurate so your tax professional has the information needed to prepare your taxes efficiently.

 

4. Do I need QuickBooks Online?

Not necessarily. If you already use QuickBooks Online, I can work with your existing file. If you're not using it yet, I can help determine whether it's the right solution for your business and assist with setup if needed.

 

5. How often will my books be updated?

This depends on the service plan you choose. Most clients receive monthly bookkeeping services, while others may need weekly or quarterly assistance.

 

6. What information will you need from me?

Depending on your services, I may request:

• Bank statements
• Credit card statements
• Receipts
• Payroll information
• Loan information
• QuickBooks access
• Other financial documents related to your business

 

7. How do I send documents?

Documents can typically be shared electronically through secure methods such as email or approved cloud storage. Paper documents may also be accepted by arrangement.

 

8. How do you protect my confidential information?

Protecting your financial information is a priority. Your records are handled confidentially and are only shared when authorized by you or required by law.

 

9. How much do your services cost?

Pricing varies based on the size of your business, the number of accounts, transaction volume, payroll needs, and the services requested. A personalized quote is provided before work begins.

 

10. Do you require a contract?

Yes. Every client signs a service agreement before bookkeeping services begin. This ensures both of us clearly understand the services being provided and our responsibilities.

 

11. How do I pay for services?

Invoices are provided according to our agreement. Payment methods accepted will be listed on your invoice.

 

12. Can you help if my books are behind?

Yes. Catch-up and cleanup bookkeeping services are available. I'll review your records and discuss the best approach for getting everything current.

 

13. Will you communicate with my CPA or tax preparer?

Yes. With your permission, I can work directly with your CPA or tax professional by providing organized financial reports and bookkeeping information.

 

14. How quickly do you respond to questions?

I strive to respond to emails and phone calls as promptly as possible during normal business hours. If additional research is needed, I'll keep you informed throughout the process.

 

15. Why should I hire a bookkeeper?

Hiring a bookkeeper allows you to spend less time on paperwork and more time running your business. Accurate financial records also make it easier to monitor cash flow, make informed decisions, and prepare for tax season.

 

16. What makes Angela Lancaster Bookkeeping different?

I believe bookkeeping is about more than numbers. I take time to understand your business, communicate clearly, and provide dependable, accurate service with honesty and integrity. My goal is to build long-term relationships and help each client feel confident about their financial records.

Helping Businesses Rise is more than a slogan—it's the commitment I bring to every client I serve.