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Frequently Asked Questions

Best way is to get a general ledger program such as QuickBooks.

It is the recording of all your business activities in a general ledger program such as QuickBooks.

It is smart to use a CPA to file your business taxes as they can be complicated and if done incorrectly, the IRS will send you notices and that can be a bigger headache

It depends on the type of entity that you have. Consult with your CPA.

Bookkeeping is the process of keeping track of a business’s financial transactions. These services include recording what money comes into and flows out of a business, such as payments from customers and payments made to vendors.

Your check stubs, deposit information and bank statements

5 key questions to ask at annual review time

  • Is your investment strategy on track?
  • Are you saving tax-efficiently?
  • Are you protecting your income?
  • Are you preserving your assets?
  • How does your plan affect your family?


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