FAQ

Let Dollars and Sense do your bookkeeping and you focus on your business

Why hire Dollars and Sense Bookkeeping?

Cindy Francis is a Certified Bookkeeper who has been a full-time bookkeeper since 2001.
As a certified professional, she is constantly learning.

I love the work I do, and I strive to offer the best possible service to my clients.

What is a Certified Bookkeeper?

A Certified Bookkeeper has:

  • Passed a national exam in advanced bookkeeping at Prometric Test Centers
  • At least 3,000 hours (2 years) of on-the-job experience in bookkeeping
  • Signed a Code of Ethics that assures commitment to integrity
  • Updated skills by earning 20 Continuing Education Credits every year

What are the capabilities of a Certified Bookkeeper?Dollars and Sense Bookkeeping puts the puzzle pieces together

Based on a solid understanding of accounting, a certified bookkeeper can help you achieve accurate financial statements which results in accurate tax returns.

Bookkeeping professionals can find and correct accounting errors in your company's books.

Why outsource bookkeeping?

Business owners and managers need to focus on their core business.

Outsourcing those things that you are not good at or just plain don't like to do allows you to focus on what you, the business owner does best.
Let your employees focus on the job you hired them to do! If your receptionist is also your bookkeeper, and the phone comes first, guess what the end result is? Your books deserve the attention of a professional.

Why hire a bookkeeper instead of a CPA?

In most instances, the focus of a bookkeeper and a CPA (certified public accountant) are entirely different. A CPA's focus should be to assist the business owner with tax planning and filing tax returns based on the financial information provided by the business owner and bookkeeper.

A CPA or tax preparer will set a business’ books up in a way that makes filing a tax return easier.

My job, as your advocate and intermediary, is to set up the books in a way that gives you the information you need. This means making it easy to see where your money is coming from and where it is going. If you need to understand reports, I can help train you for everyday feedback on your business income/expenses.

Many people believe that their CPA will do or is doing their bookkeeping. In most cases, a CPA is delegating the bookkeeping to a bookkeeper and charging CPA rates. If your CPA is doing your bookkeeping, be sure to ask if he/she is actually doing it or is it being delegated or outsourced.

Can you help me with sales tax?

Yes.  Whether you need to set up an account with the state or city, or whether you need help on filing.

 

Puzzle piece set up books