Frequently asked questions

We use UltraTax, Accounting Creative Solutions and QuickBooks Desktop and Online.

All accounting files and information is kept highly confidential. Records are stored as high security files and no information is ever shared with outside parties for any reason. Our email is encrypted and all files are password protected.

We often assist clients that prefer to keep their current CPA. In fact, your CPA will likely prefer it. It saves time and money to have your bookkeeping completed throughout the year versus waiting until year end to have your books completed and potentially rushed through in time for tax season. You have the choice to deliver your bookkeeping or payroll records to your CPA, or we can deliver them directly via email, postal mail or fax. This will only be done with your permission.

At Boca Raton Accounting, we setup your bookkeeping with online account access. This enables us to download your information directly into QuickBooks so that you do not need to send us statements each month. When your bookkeeping is completed, we will email you your financial statements. We work to make this service easy and efficient for you.

Yes. We work with our clients to schedule meetings during times that work for them. This means that nights and weekends are always available for meeting to discuss tax return preparation, bookkeeping and other accounting services. In addition, we offer virtual meeting options to avoid having to meet in person.

No. Boca Raton Accounting will not make any business decisions for you. You remain in full control of all business decisions.

However, we are always available to guide you in making business decisions, bookkeeping and tax planning if you so choose. Hiring Boca Raton Accounting to prepare your financial statements will simply make your business more organized, efficient, and prepared for tax time.

Many businesses call us with limited or no knowledge of bookkeeping or accounting. Whether you’ve been in business for years, or just started a company, we can help. During your initial meeting, we will discuss your business needs and determine what types of bookkeeping or accounting are necessary to get your business on track for tax season, investors, loans, or your own use.