Question 1

How can you save me time and money?

Accepted Answer

We handle your books consistently so you don’t have to, and we keep everything accurate so you make more money.

At Myers Bookkeeping & Advisory, we:

Capture all expenses to reduce taxable income
Keep books current so tax decisions can be made during the year
Prevent costly errors and CPA cleanup fees
Give you clear numbers so nothing gets missed or guessed

Question 2

What is the onboarding process?

Accepted Answer

The process includes:

Kick-off Call (30 minute call with one of our bookkeepers)
Secure document collection on our SmartVault portal 
Account set up in QuickBooks Online Accountant 
Account review, cleanup and optimization

Once onboarding is complete, we begin posting transactions with financial statements available shortly after each 'month end.'

Question 3

What bookkeeping software do you use?

Accepted Answer

We use QuickBooks Online Accountant, where we manage real-time financial reporting, automated bank feeds, general ledger maintenance, and monthly close processes.

Question 4

Do I need QuickBooks Online?

Accepted Answer

Not necessarily.

If you already use QuickBooks Online, we can review and optimize your existing setup and assist with transitioning your existing account into our management.

If not, we can help establish the appropriate system structure, configure your chart of accounts, connect bank feeds, and support onboarding into the platform.

Question 5

Will Quickbooks online accountant (QBOA) replace my current financial management system?

Accepted Answer

Yes, however, we will migrate your data and records from your current system to QBOA. This will include setting up a sound chart of accounts and financial management parameters to allow for accurate revenue and expense tracking.

Question 6

How often will financial statements be available?

Accepted Answer

Your books will always be current, reflecting all posted transactions.

At month end (around the 10th of each month), your summary reports, including a profit and loss statement, balance sheet, and cash flow statement, will be available for review.

At the end of each quarter, we also provide quarter-end reporting to evaluate performance trends, cash flow, and identify opportunities for improvement.

Question 7

Do you have a CPA on staff, and do you work with my CPA or tax professional?

Accepted Answer

Yes. We have a CPA on staff, and we also work closely with your existing CPA or tax professional during tax season and as needed throughout the year.

Our team helps provide the financial reports, reconciliations, payroll summaries, and supporting schedules needed for tax filings and year-end planning.

If you have a question for our staff CPA, you may also reach out directly to Peter at peterarriz@gmail.com.

This collaborative approach helps keep your records accurate and tax-ready year-round.

Question 8

How do I share documents and files with you?

Accepted Answer

We use a secure SmartVault client portal, similar to a private, encrypted version of Dropbox built for accounting firms.

How it works:

You receive a personal login to upload bank statements, receipts, and financial documents
We are notified immediately, so there is no need to email sensitive information
You can access the portal from any device, with all files organized and searchable

Security note: We never ask for financial documents over regular email. If you receive a request like that, treat it as suspicious and contact us directly.

Question 9

Do you prepare or file tax returns?

Accepted Answer

No. However, we will work closely with you and your CPA to organize financial statements, reconciliations, and supporting documents required for tax preparation and year-end filing.

This ensures a smooth handoff during tax season and helps your CPA work more efficiently.

Question 10

Are you compliant with IRS and federal data security requirements?

Accepted Answer

Yes — and this is something we take seriously, not just as a checkbox.
The IRS requires all firms that handle taxpayer data to follow a set of security standards called the "Security Six" under IRS Publication 4557.

These include things like multi-factor authentication, encrypted backups, endpoint protection on all devices, and a VPN for remote access. We have all six in place.

We also comply with the FTC Safeguards Rule, which requires any financial services firm to maintain a Written Information Security Plan — a documented policy that spells out exactly how we protect your data, who has access to it, and what our response plan is if there's ever a security incident.

Our team carries professional liability (errors and omissions) insurance, and we are in the process of adding cyber liability insurance as well — so in the unlikely event of a problem, you are covered.

We can provide a copy of our security practices summary to any client or prospect who requests it.

Question 11

When and how do I pay for your services?

Accepted Answer

We use a subscription based payment systems. At signup, you will pay a one-time $450 onboarding and migration fee. Your monthly subscription, based on your selected revenue bracket, is then charged on the first of each month.

If you sign up anytime this month, your first monthly payment will begin on the 1st of the following month.

You may cancel at any time.

Your financial data and account history will always remain intact and will not be lost upon cancellation.

Question 12

How is my financial data kept safe?

Accepted Answer

Your data is protected using enterprise-grade security, similar to large accounting firms, not consumer tools like personal Dropbox or Gmail.

Multi-factor authentication (MFA) on all systems prevents unauthorized access, even if passwords are compromised

Documents are stored and shared through a secure, encrypted client portal, with no email attachments and full audit trails

Devices use enterprise endpoint protection to detect threats in real time, with encrypted daily backups for recovery

We maintain a Written Information Security Plan (WISP) in compliance with FTC Safeguards Rule requirements

Simply put, your financial data is handled with the same level of care and protection as a bank.

Question 13

Do I need to buy any software or change the tools I'm already using?

Accepted Answer

In most cases, no — you don't need to buy anything or change how you run your business.

Most of our clients are already using QuickBooks Online, and that's exactly what we work in. If you're already a QuickBooks subscriber, we simply request access to your account as your bookkeeper.

You stay in control — you can see everything we do, and you can revoke access at any time.

If you're not using QuickBooks yet, we can walk you through getting set up. For most small businesses, the cost is around $30–50 per month directly through QuickBooks, and we can often get you a discounted rate as a ProAdvisor partner.

The only thing we do ask is that you use our secure client portal for sharing documents — but that's something we set up for you and it takes about five minutes to get started

Beyond that, we work around your existing tools and workflows. Our job is to make this easier for you, not add complexity.

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