FAQs

I can record any tax payments/deposits that your company makes.  However, I do not file quarterly or yearly tax returns.  I prepare clean books and a year‑end package and collaborate with your CPA/tax pro.

Yes—services are remote and available across the U.S.

My specialty is QuickBooks.  However, I am open to using other platforms.     I am able to offer discounts for subscriptions to QuickBooks Online (QBO) products.  You are responsible for fees related to subscriptions to QBO and other platforms.

Transactions typically refer to every individual movement of money in or out of a business, including bank withdrawals, deposits (sales), credit card purchases, and vendor payments. These generally represent the total lines on bank and credit card statements.

I do not generate or run payroll.  I can coordinate payroll bookkeeping (entering transactions) and integrate your payroll provider data into QuickBooks.  Provider fees for your payroll vendor are billed directly to you.

No.   In fact, it would not be ethical practice for me to have access to your funds.  Instead, we will set up access for me to read/download your statements and view activity within the accounts.  If read‑only access isn’t possible, you can provide monthly statements and receipts instead.

I have completed the Intuit Bookkeeping Certification and Intuit QuickBooks Level 1 and Level 2 Certifications.    I value continued education and am engaged in ongoing learning and development.

Bookkeepers and accountants often work closely together, but they serve different roles.    A few examples of the differences are:

Bookkeeper

• Handles day-to-day financial recordkeeping (sales, purchases, etc)
• Reconciliation of accounts
• Maintains accurate and consistent books
• Organizes financial information
• Provides regular reports

Accountant / CPA

• Prepares and files taxes
• Provides tax planning and compliance
• Offers financial advising and auditing services

Calm Counts Bookkeeping does not provide tax preparation, tax advice, or financial advising. I am happy to collaborate with your accountant or CPA to ensure they receive clean, accurate records.