Frequently Asked Questions About Bookkeeping
Do I really need a bookkeeper if I’m a small business?
Accurate books aren’t optional if you want to run a clean operation. Financial clarity drives pricing, cash flow management, and planning. If you’re spending nights or weekends “catching up,” you’re already paying for bookkeeping - just with your own time.
Why BookWise instead of another bookkeeper or doing it myself?
We bring 35+ years of accounting experience and deep knowledge of service-based businesses. You get clean books, practical reporting, and a team that understands the operational realities of small businesses. No junior staff, no guesswork, no chasing us for updates.
How much do bookkeeping services cost?
Monthly packages start at $350. Final pricing depends on transaction volume, complexity, and scope. After a brief consultation, we provide a clear proposal with no surprises. Clients usually recover the cost in time saved, fewer errors, and lower CPA bills.
Can I just use QuickBooks and DIY it?
You can, but most owners end up spending more time than they expect and still don’t trust the numbers. We handle the technical work -reconciliation, categorization, error cleanup- so your reporting is accurate and actually useful. And we provide complete and accurate financials every month with insights into what’s working and what’s not in your business.
What if my books are a mess or months behind?
That’s common. Catch-up work is a core part of what we do. We clean everything, fix errors, and rebuild your financials so they’re accurate and tax-ready. Once you’re caught up, we keep things up to date and accurate each month so you’re not in this spot again.
How does BookWise support tax planning?
We’re not tax preparers, but clean books are the foundation of good tax strategy. Organized financials reduce CPA prep time, help identify deductions, and prevent the usual last-minute scramble. We coordinate directly with your tax pro to keep everything aligned.
What does BookWise Bookkeeping actually do each month?
We reconcile accounts, categorize transactions, review for accuracy, flag issues proactively, and deliver reporting you can rely on. You get a clean, real-time view of cash flow, profitability, and trends - no more guessing.
Is everything virtual? Is it secure?
Yes. We run fully online using secure, cloud-based systems. You get real-time access to your books, and all data stays private and encrypted. The setup is simple and doesn’t require any technical heavy lifting on your end.
Who do you work with?
Service-based small businesses: consultants, creatives, health and wellness providers, and solo practitioners. If your business is built on expertise - not inventory - we’re set up for you.
How do I get started?
Schedule a quick consultation. We’ll review your current books, identify gaps, and outline exactly what it takes to get you working from clean, accurate numbers.