Caufield

FAQ

FAQ

If You Have Any Questions

What types of businesses do you work with?

We work with a wide range of businesses, including sole proprietors, small to mid-sized companies, contractors, retail shops, and service-based professionals. Our services are tailored to fit your unique industry and operational needs.

Do you offer customized bookkeeping packages?

Yes! We understand that no two businesses are alike, so we offer flexible, customized packages based on your specific requirements, workload, and budget.

What bookkeeping software do you use?

We are experienced with industry-leading software such as QuickBooks and other cloud-based platforms. We’re also happy to work with the system you’re already using or recommend the best fit for your needs.

How often will my books be updated?

That depends on your preferences and needs—some clients choose weekly updates, while others prefer bi-weekly or monthly. We’ll set a schedule that works best for your business.

Can you handle my payroll, even if I have only a few employees?

Absolutely! Whether you have one employee or a growing team, we manage payroll with precision and care, ensuring compliance and timely payments.

Do you prepare financial reports and statements?

Yes, we prepare a full suite of financial statements including income statements, balance sheets, and cash flow statements to help you understand your financial position.

Is my financial information secure with you?

Yes. We take data security very seriously and use secure systems and processes to protect your financial information and ensure confidentiality.

Do you offer tax filing services?

While we don’t file taxes directly, we provide all the necessary reports and documentation your tax preparer or CPA needs. We’re also happy to coordinate with them on your behalf to make tax season stress-free.