Frequently Asked Questions About Our Virtual Bookkeeping and Payroll Services
1. What services does Straight 2 Bookkeeping provide?
We provide full-service bookkeeping for small to mid-sized businesses, including:
• Monthly bank and credit card reconciliations
• Accounts payable and accounts receivable tracking
• Financial statement preparation (Profit & Loss, Balance Sheet, Cash Flow)
• Cleanup and catch-up bookkeeping
• Payroll coordination
• Budget tracking and reporting
• Collaboration with your CPA or tax professional
Our goal is not just to record transactions—but to help you understand your numbers so you can make confident business decisions.
2. Do you work with medical offices or clinics?
Yes. We specialize in working with medical and service-based businesses. We understand:
• Insurance reimbursement delays
• Managing multiple providers
• Tracking revenue by service line
• Monitoring overhead and staffing costs
• Cash flow challenges common in healthcare practices
We help medical offices gain clarity and control over their financial operations.
3. What accounting software do you use?
We primarily work with QuickBooks Online and other cloud-based accounting systems. If you’re currently using a different platform, we can evaluate whether it’s the best fit or assist with a transition.
Cloud-based systems allow you to access your financial data anytime, from anywhere.
4. How much do your services cost?
Pricing is based on the complexity and volume of your business transactions. We typically offer flat monthly pricing so there are no surprises.
After an initial free consultation, we’ll provide a clear proposal outlining services and costs.
5. Can you clean up my books if they’re behind?
Absolutely. Many clients come to us when their books are months—or even years—behind. We specialize in cleanup and catch-up bookkeeping and will create a clear plan to get you current and organized.
There’s no judgment—just solutions.
6. Will I still have access to my accounts?
Yes. You always maintain full ownership and access to your financial accounts and records. Transparency and control remain with you.
7. How do you ensure accuracy?
At Straight 2 Bookkeeping, accuracy is non-negotiable. We:
• Reconcile accounts monthly
• Review financial reports before delivery
• Follow consistent internal processes
• Maintain clear documentation
Our structured approach ensures your reports are reliable and ready for tax preparation or financial review at any time.
8. How often will I receive financial reports?
Most clients receive monthly financial reports. These typically include:
• Profit & Loss Statement
• Balance Sheet
• Cash Flow Summary
We can also schedule regular review meetings to walk through the numbers and answer questions.
9. Do you work with my CPA or tax preparer?
Yes. We coordinate directly with your CPA to ensure smooth tax preparation and year-end reporting. Clean, accurate books reduce tax-time stress and often reduce accounting fees.
10. How do we get started?
We begin with a consultation to understand your business, current bookkeeping status, and goals. From there:
1. We assess your current records
2. Provide a clear proposal
3. Set up or clean up your systems
4. Establish a monthly workflow
Our goal is to create a streamlined, stress-free bookkeeping process that supports your business growth.
Why Straight 2 Bookkeeping?
With over 20 years of accounting experience across government contracts, grants, and private industry, Straight 2 Bookkeeping brings structure, clarity, and financial insight to your business.
We don’t just balance books.
We bring order to your finances so you can focus on running your business.
