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Frequently Asked Questions about bookkeeping

Why is bookkeeping important for my business?

Bookkeeping keeps your financial records organized and accurate, giving you a clear picture of your business’s health. It helps you make informed decisions, ensures you’re prepared for tax season, and can even save you money by identifying opportunities and avoiding costly mistakes.

I’m not in the skilled trades. Can we still work together?

Absolutely! While my focus is on skilled trades, I’m happy to work with clients in other industries as long as I can provide the support you need.

Do you offer services beyond standard bookkeeping?

Yes! In addition to traditional bookkeeping, I offer accounts receivable and payables management, inventory management, financial analysis and more. My goal is to provide comprehensive financial support tailored to your business needs. If you don’t see what you need, just ask!

Can you help me catch up on my books if I’m behind?

Of course! Whether you’re a few months or a few years behind, I specialize in organizing and streamlining your books to get everything back on track.

How do you keep my financial information secure?

Security is a top priority. I use trusted, secure platforms to manage your financial data and follow best practices to protect your information at all times.

How will we communicate about my finances?

I prioritize clear and consistent communication. We’ll set up regular check-ins to discuss your finances, and I’ll always be available to answer your questions or provide updates.

What’s the first step to working together?

It all starts with a consultation. During this meeting, we’ll discuss your needs, challenges, and goals to determine the best plan of action for your business.

Do you work with businesses of all sizes?

Yes! Whether you’re a solo tradesperson or managing a larger team, I tailor my services to fit your specific needs.

What software do you use for bookkeeping?

I work with industry-leading software like QuickBooks, but I’m flexible and can adapt to your preferred tools if needed.

How much do Bookkeeping services cost?

See the services and pricing page for all the details. 

How often do you update the books?

I typically update your books on a weekly or monthly basis, depending on your business’s needs. This ensures your records are always up to date and ready for reporting or tax preparation.

Can you help me understand my financial reports?

Absolutely! I not only prepare financial reports but also walk you through them to ensure you understand your numbers and how they impact your business.

Do I need to have my receipts and invoices organized before we start?

No worries if things are a bit messy! Part of my job is to help you organize your financial records and create systems to keep them streamlined moving forward.

Will I lose control of my finances if I outsource bookkeeping?

Not at all. Outsourcing bookkeeping gives you more control by providing accurate and up-to-date information, freeing you to focus on the bigger picture while I handle the details.

Do you offer payroll services?

Yes, I can assist with payroll as part of my bookkeeping services. We’ll ensure your team is paid on time and all tax obligations are met.

How do I share my financial documents with you?

I use secure cloud-based tools for easy and safe sharing of documents. I’ll walk you through the setup so everything runs smoothly.

What if I don’t have a bookkeeping system in place?

No problem! I can help you set up a bookkeeping system tailored to your business, including software, processes, and workflows.

Can you help me with tax preparation?

While I don’t file taxes, I provide year-end financial packages to make tax preparation seamless for you and your accountant.

How long does it take to get my books in order?

The time varies depending on the state of your records, but most clients see significant progress within the first month. I’ll work as quickly as possible without compromising accuracy.

The time varies depending on the state of your records, but most clients see significant progress within the first month. I’ll work as quickly as possible without compromising accuracy.

HOW LONG DOES IT TAKE TO GET MY BOOKS IN ORDER?

While I don’t file taxes, I provide year-end financial packages to make tax preparation seamless for you and your accountant.

CAN YOU HELP ME WITH TAX PREPARATION?

No problem! I can help you set up a bookkeeping system tailored to your business, including software, processes, and workflows.

WHAT IF I DON’T HAVE A BOOKKEEPING SYSTEM IN PLACE?

I use secure cloud-based tools for easy and safe sharing of documents. I’ll walk you through the setup so everything runs smoothly.

HOW DO I SHARE MY FINANCIAL DOCUMENTS WITH YOU?

Yes, I can assist with payroll as part of my bookkeeping services. We’ll ensure your team is paid on time and all tax obligations are met.

DO YOU OFFER PAYROLL SERVICES?

Not at all. Outsourcing bookkeeping gives you more control by providing accurate and up-to-date information, freeing you to focus on the bigger picture while I handle the details.

WILL I LOSE CONTROL OF MY FINANCES IF I OUTSOURCE BOOKKEEPING?

No worries if things are a bit messy! Part of my job is to help you organize your financial records and create systems to keep them streamlined moving forward.

DO I NEED TO HAVE MY RECEIPTS AND INVOICES ORGANIZED BEFORE WE START?

Absolutely! I not only prepare financial reports but also walk you through them to ensure you understand your numbers and how they impact your business.

CAN YOU HELP ME UNDERSTAND MY FINANCIAL REPORTS?

HOW OFTEN DO YOU UPDATE THE BOOKS?

I typically update your books on a weekly or monthly basis, depending on your business’s needs. This ensures your records are always up to date and ready for reporting or tax preparation.

See the services and pricing page for all the details. 

HOW MUCH DO BOKKEEPING SERVICES COST?

WHAT SOFTWARE DO YOU USE FOR BOOKKEEPING?

I work with industry-leading software like QuickBooks, but I’m flexible and can adapt to your preferred tools if needed.

Yes! Whether you’re a solo tradesperson or managing a larger team, I tailor my services to fit your specific needs.

DO YOU WORK WITH BUSINESSES OF ALL SIZES?

It all starts with a consultation. During this meeting, we’ll discuss your needs, challenges, and goals to determine the best plan of action for your business.

WHAT’S THE FIRST STEP TO WORKING TOGETHER?

I prioritize clear and consistent communication. We’ll set up regular check-ins to discuss your finances, and I’ll always be available to answer your questions or provide updates.

HOW WILL WE COMMUNICATE ABOUT MY FINANCES?

HOW DO YOU KEEP MY FINANCIAL INFORMATION SECURE?

Security is a top priority. I use trusted, secure platforms to manage your financial data and follow best practices to protect your information at all times.

Of course! Whether you’re a few months or a few years behind, I specialize in organizing and streamlining your books to get everything back on track.

CAN YOU HELP ME CATCH UP ON MY BOOKS IF I’M BEHIND?

Yes! In addition to traditional bookkeeping, I offer accounts receivable and payables management, inventory management, financial analysis and more. My goal is to provide comprehensive financial support tailored to your business needs. If you don’t see what you need, just ask!

DO YOU OFFER SERVICES BEYOND STANDARD BOOKKEEPING?

Bookkeeping keeps your financial records organized and accurate, giving you a clear picture of your business’s health. It helps you make informed decisions, ensures you’re prepared for tax season, and can even save you money by identifying opportunities and avoiding costly mistakes.

WHY IS BOOKKEEPING IMPORTANT FOR MY BUSINESS?

I’M NOT IN THE SKILLED TRADES. CAN WE STILL WORK TOGETHER?

Absolutely! While my focus is on skilled trades, I’m happy to work with clients in other industries as long as I can provide the support you need.

Let's tidy up your QuickBooks, fix errors, and get your books back on track.

Have a bookkeeping question? Book a free call!

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A little more about J2 Consulting

My mission is to provide bookkeeping and financial management to the skilled trades to not only streamline and sustain their finances but help them seize more financial opportunities to help them reach their business goals.

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© 2025 J2 Consulting Group LLC

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