Frequently Asked Questions
Everything you’ve ever wondered about working with ThinkForward Bookkeeping Services!
What exactly does a bookkeeper do?
We handle the behind-the-scenes financial work that keeps your business running smoothly — tracking expenses, reconciling accounts, managing invoices and bills, organizing financials, and preparing reports so you always know where your money is going.
Our goal is simple: to keep your books accurate, up-to-date, and ready for whatever comes next — tax season, audits, or business growth.
How is bookkeeping different from accounting or tax preparation?
Bookkeeping is about maintaining the numbers daily and monthly. Accounting and tax preparation happen after that — using the books to prepare filings and make big-picture financial decisions.
Think of bookkeeping as the foundation — and accountants (or your CPA) as the architects who use that foundation to build tax returns and strategies. We work closely with CPAs, to ensure your books are always tax-ready.
What services do you offer?
We offer a range of customizable bookkeeping and advisory packages designed to fit your needs and budget:
- Bookkeeping Services
- Payroll Services
- Compliance & Filings
- Financial Advisory Support
All services are fully customizable — we can tailor your package to exactly what your business needs.
How often will you work on my books?
Most clients choose monthly bookkeeping so their financials are always current and decision-ready.
If your business has lower activity, quarterly packages are available too — and you can easily adjust as your business grows.
What software do you use?
We primarily use QuickBooks Online, but we’re also experienced with Xero, Gusto, ADP, Square, and Shopify. We’ll set up or optimize your system so it runs smoothly and integrates with your other tools.
Do you prepare tax returns?
Although we don’t personally do tax returns, we partner with trusted CPAs for tax preparation and can coordinate directly with them (or your existing tax professional) so everything flows seamlessly.
How secure is my financial information?
Extremely secure. We use bank-level encryption, password-protected portals, and secure cloud systems (like QuickBooks Online and TaxDome) to protect your data. We never share or store sensitive information outside approved systems.
What’s included in your Financial Advisory Support?
This service goes beyond bookkeeping. You’ll have a dedicated advisor who helps with:
- Understanding your financials and cash flow trends
- Setting goals and budgets
- Planning for tax savings and growth
- Making smart decisions on hiring, pricing, or expansions
It’s like having a fractional CFO in your corner — without the full-time salary.
Can you help me catch up on old bookkeeping?
Yes! If your books are behind (whether a few months or a few years), we specialize in clean-up and catch-up projects. We’ll get your financials back in order so you can start fresh with accurate, organized records.
Do you work with clients outside your local area?<br />
Absolutely! We’re a fully remote firm, serving clients all over the United States. We use secure, cloud-based systems so you can access your financials anytime, anywhere.
How much do bookkeeping services cost?
Our pricing depends on your business size, number of accounts, and transaction volume.
Here’s a general idea:
- Monthly bookkeeping: Starting around $250/month for sole proprietors.
- Standard packages: Typically $400–$1,000/month, depending on complexity.
- Clean-up projects: Quoted individually after review.
We’ll always provide a clear, customized proposal before any work begins — no surprises, ever.
Will you help me understand my reports?
Yes! We don’t just send reports — we explain them. During our financial review calls, we’ll walk you through your profit and loss, balance sheet, and key performance metrics so you understand exactly how your business is performing.
How do I get started?
It’s simple:
- Schedule a quick discovery call so we can learn about your business.
- Receive a customized proposal outlining services and pricing.
- Kick off onboarding — we’ll get you connected, organized, and ready for success.
You can get started right here!
Resources
Resources & Articles For Managing Your Finances On Your Own
Bookkeeping Basics
Every business owner can tell you that running a business is no easy feat. As a business owner you tend to start with all of hats, but as your business grows, so does the need for additional hats. One of those hats is the role of the bookkeeper, and it’s the least favored hat of all and one the reasons why it’s also the last task to be done. But bookkeeping isn’t just unnecessary paperwork, it’s the cornerstone of your business.
Maximizing Your Small Business Deductions: A Beginner’s Guide
As a small business owner, one of the most crucial aspects of managing your finances is understanding what deductions you can take advantage of to minimize your tax burden. Deductions allow you to subtract certain expenses from your taxable income, ultimately reducing...
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