Faqs

Check out our frequently asked questions to learn more about out bookkeeping services.

CPAs often focus on high-level tax strategy and filing; because they are specialists, they typically charge substantially more for daily or weekly record maintenance. Iron Pine provides these daily services at a more cost-effective rate, ensuring your records stay clean all year.

The process is seamless and secure. You simply provide me with "Accountant Access" to your QuickBooks Online account, where I can view and manage all necessary documents directly.

It means that at year-end, your books are perfectly categorized and reconciled, allowing your CPA to file your taxes quickly without having to spend hours fixing errors or hunting down receipts.

No. Iron Pine operates on a monthly flat-fee basis, allowing you the flexibility to manage your business without being locked into a rigid long-term commitment.

As part of the Monthly Management Plan, we will meet monthly or quarterly via Zoom, in-person, or via a recorded Loom video to review your financial reports together.

Absolutely. While I am based near Glenwood Springs, CO, I am a virtual bookkeeper and utilize cloud-based tools to serve small businesses across the entire country.

These are the Balance Sheet, Income Statement (P&L), and Statement of Cash Flows. Together, they provide a complete picture of your business's health, showing you what you own, what you owe, and where your cash is going.

Yes. I specialize in "Bookkeeping Cleanups," which involves bringing messy or backlogged books up to date so you are ready for tax season and have a fresh start.

Yes. I am QuickBooks Online Payroll certified and can manage the precise entry and tracking of payroll data to keep your team and the IRS happy.

I am a QuickBooks Online ProAdvisor (Gold Level) and hold an Associate Digital Bookkeeper (ADB) certification through the Digital Bookkeeper Association (DBA).

Yes, I offer 1099 filing as an additional service to process year-end forms for your business's contractors.

Yes. I offer Budgeting Reporting to help you set financial goals and track your performance against those goals each month.

Security is a top priority. We utilize QuickBooks Online, which provides bank-level, industry-leading encryption to ensure your data remains protected at all times.

I am a professional bookkeeper, not a Certified Public Accountant. While I maintain your daily financial records, I work alongside your CPA, who handles your official tax filings and audits.

I specialize in QuickBooks Online for real-time collaboration. I utilize all of the tools & features inside the QuickBooks platform such as digital receipt management to keep your records audit-ready.

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