PriorityOne Bookkeeping, Inc.

18652 Florida Street #335

Huntington Beach, CA 92648

(714) 823-3280

Frequently Asked Questions

How can PriorityOne Bookkeeping help me manage my business?

 

PriorityOne Bookkeeping can help you save valuable time and money. If you have been doing the bookkeeping yourself, this will free up your time to focus on the things that are most important to you and your business. You’ll be able to make informed decisions based on accurate information, rather than just checking your cash balance with the bank. We are expert bookkeepers; we are efficient and will provide you with reliable financial information that’s easy to understand.

 

Will I lose control if my bookkeeping is done by PriorityOne Bookkeeping?

 

No. You will actually now have more control, since you will have improved financial information at your fingertips and have more time and money to plan, instead of simply reacting to business events. Remember, your books are your books. We simply maintain them accurately and efficiently and more cost-effectively on your behalf.

 

Is my business too small for PriorityOne Bookkeeping to provide services to me?

 

We specialize in providing bookkeeping services to small business and entrepreneurs. Our clients range from sole proprietors to companies with 25 or more employees. We cater to business owners that don’t have the workload to make it practical to hire even a part-time bookkeeper, and don’t have the time or patience to do the books themselves.

 

What is the difference between PriorityOne Bookkeeping and my accountant?

 

PriorityOne Bookkeeping helps you manage your daily financial transactions, providing you with the reports and tools you need to manage your business finances on a day to day basis and keeping your records accurate and up-to-date. We work in tandem with your accountant, providing the information they need to monitor the broader picture, provide you strategic advice, tax advice and planning, and prepare your annual tax returns. We can work with your current accountant, or if you do not have a current accountant or CPA we can provide you with a referral to one of the firms we have worked with in the past.

 

Why should I use PriorityOne Bookkeeping?

 

Outsourcing your bookkeeping to PriorityOne Bookkeeping can save you hiring, training, payroll and overhead costs, plus it can free up your time. As a business owner, you know your time is best spent on doing what you do well – selling to customers. We can help you to do more.

 

My accountant normally does everything for me. Why do I need PriorityOne Bookkeeping?

 

Your accountant has specific training and experience that you are paying for – but, if they are wasting their time doing data entry and reconciliations for you then you may not be taking advantage of their knowledge in the best way possible. Having your financial information compiled at a lower cost and in a matter that they can use will make their job easier, and this gives your accountant more time to advise you of broader issues.

 

How do I get started with PriorityOne Bookkeeping?

 

Call us at (714)823-3280 or email us at info@PriorityOneBookkeeping.com to discuss your individual requirements. Once we have decided on the best bookkeeping package to suit your needs:

 

We’ll send you an agreement to sign and return to us, outlining what we’re going to do for you and at what cost.

We’ll send you a simple questionnaire about your business to complete and return.

We’ll assign you an Account Manager to discuss your bookkeeping needs in detail.

We’ll advise you what source documents and electronic records are required for us to start processing your accounts, and arrange how to get the information to our offices.

What if I’m thinking of switching from my current bookkeeper?

 

We would be delighted if you were to join us. You will be able to pick the date from which you start your bookkeeping with us. We can liaise with your current bookkeeper to ensure continuity of service.

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© 2017 PriorityOne Bookkeeping

 

18652 Florida Street #335

Huntington Beach, CA 92648

(714) 823-3280