Frequently Asked Questions

Answers to Common Questions About Our Bookkeeping Services

Choosing a bookkeeping partner is an important decision. We understand you may have questions about our services, pricing, and what it’s like to work with Legacy Point Bookkeeping.

If you don’t see your question below, we’d be happy to help. Contact us to schedule a free consultation.

A bookkeeper keeps your financial records accurate, organized, and up to date. At Legacy Point Bookkeeping, we record and categorize financial transactions, reconcile bank and credit card accounts, prepare financial reports, and help business owners maintain a clear picture of their finances. Our goal is to provide accurate bookkeeping that supports informed business decisions.

1

What does a bookkeeper do?

Why should I hire a professional bookkeeper?

2

As your business grows, managing your own bookkeeping can become time-consuming and overwhelming. Hiring a professional bookkeeper allows you to focus on running your business while knowing your financial records are organized, accurate, and ready when you need them

Professional bookkeeping can also reduce costly errors, improve cash flow visibility, and help you make better financial decisions throughout the year.

What types of businesses do you work with?

3

We work with a variety of small and growing businesses, including:

  • Construction companies

  • Contractors

  • Agricultural businesses

  • Retail businesses

  • Professional service providers

  • Family-owned businesses

  • Startups

  • Entrepreneurs

If you’re unsure whether our services are the right fit, we’d love to visit with you.

What bookkeeping services do you offer?

4

Our bookkeeping services include a range of options designed to meet businesses at different stages of growth, from monthly bookkeeping and financial reporting to accounts payable and receivable tracking, payroll support, QuickBooks setup, and catch-up bookkeeping. We also offer optional add-on services such as payroll, sales tax filing, QuickBooks cleanup, and budgeting support.

Yes. Payroll services are available as an add-on for businesses that need employee payroll management. Additional payroll options are available based on the size of your team.

5

Do you offer payroll services?

Can you help if my bookkeeping is behind?

6

Absolutely. Many business owners come to us because they’ve fallen behind on bookkeeping or need help cleaning up their financial records. We offer catch-up bookkeeping and QuickBooks cleanup services to help get your books organized and current again.

Can you work with my CPA or tax preparer?

7

Yes. We’re happy to coordinate with your CPA or tax professional to ensure your financial information is organized and available when it’s needed.

How do I know which package is right for my business?

8

We’ll recommend a bookkeeping solution based on factors such as:

  • Number of monthly transactions

  • Business size

  • Number of bank and credit card accounts

  • Reporting needs

  • Payroll requirements

  • Business goals

We’ll never recommend services you don’t need.