CLEAR ANSWERS & SUPPORT

Frequently Asked Questions.

Everything you need to know about partnering with SBC for bookkeeping, financial consulting, QuickBooks management, and onboarding.

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Bookkeeping & Financial Support FAQ

  • A bookkeeper manages your day-to-day financial operations—recording transactions, reconciling bank accounts, tracking bills, and generating monthly financial statements. A CPA typically focuses on annual tax preparation, tax planning, and audits. SBC provides daily and monthly bookkeeping plus strategic financial consulting, working alongside your CPA to ensure tax season is seamless.

  • Depending on your business, your monthly engagement includes transaction categorization, bank/credit card reconciliations, profit & loss and balance sheet reports, QuickBooks maintenance, and access to SBC consultants to help you understand your financial performance.

  • Yes. We offer specialized Bookkeeping Cleanup services to reconcile backlogged accounts, correct misclassified transactions, fix chart-of-accounts errors, and bring your records completely up to date before transitioning you to ongoing monthly support.

  • Yes. Depending on your package, SBC can assist with tracking outstanding customer invoices, managing vendor bills, and maintaining accurate cash-flow tracking.

QuickBooks & Integration FAQ

  • No. SBC works directly within QuickBooks Online. If you are already on QuickBooks Online, we optimize your setup. If you do not have software yet, we set up your account from scratch.

  • Yes. We assist with linking QuickBooks to external platforms such as Stripe, Square, Shopify, Gusto, ADP, and bank feeds to ensure transactions flow accurately without manual entry errors.

Onboarding & Working Together FAQ

  • Once you complete our 30-second questionnaire and 15-minute diagnostic call, we deliver your customized engagement scope. Onboarding typically begins within 2 to 3 business days.

  • Very little. Once initial read-only bank connections and software permissions are established, your main task is simply answering brief periodic questions about uncategorized items. SBC handles the rest.

  • Yes. You receive support from an assigned SBC team that understands your industry, your financial structure, and your operational goals.