Frequently Asked Questions

Bookkeeping is the systematic recording and organizing of a company’s financial transactions. A bookkeeper handles the daily financial record keeping and reporting associated with the day to day financial responsibilities of a company.

Bookkeeping can be tedious and every minute of your valuable time spent working on your bookkeeping is time not spent growing your business. A bookkeeper can free up your time to focus on other important aspects of your business.

You need to know where your income and revenue are coming from, where you are spending money, and if you are losing money. With this information you will be able to make informed decisions about the financial growth and stability of your business.

Outsourcing of finance and accounting is a long-standing tradition in business, because it makes good business sense and because it is economically beneficial. It will also help maintain the integrity of your financials. Having adequate separation of duties is difficult at the small enterprise level due to the lack of staff. Outsourcing bookkeeping saves you money in payroll taxes, insurance and other benefits, overhead for office space and machinery, and in down time.

We use Quickbooks.

We work remotely with all of our clients across the U.S., and can conduct meetings over phone and video calls.

Individuals, small and mid-sized business and non-profit organizations.

No, we believe that a relationship with a CPA is critical to your business. They can help guide you through more complex business decisions and financial situations.

Yes. We have over 25 years of experience preparing taxes for individuals and business.

Being behind on your books is not uncommon for small business owners who wear many hats. One Access Financial Solutions provides peace of mind by catching you up quickly on bookkeeping and tax returns. You send us bank statements and relevant information, and we turn them into financials ready for tax returns, loan applications, etc. 

No contracts are required. Just let us know a month in advance if you’ll need to cancel our services and we’ll ensure a smooth transition.

Monthly services are billed on the first day of each month.

1. Your company’s name, address, phone numbers, EIN Numbers
2. Bank statements, credit card statements.
3. A list of your customers and their billing information whether in a spreadsheet, note pad, or even on scrap paper
4. A list of services you will be billing for – along with your charges
5. Any and all receipts on expenses you have paid.