Frequently Asked Questions

What exactly does a bookkeeper do for my business?

We keep your financial records organized, accurate, and up to date. That means tracking income and expenses, reconciling bank accounts, and giving you clear financial reports so you know where your money’s going. We transform raw numbers into actionable insights that software alone can’t provide, while saving you valuable time to focus on growing your business.

Do I need a bookkeeper if I use accounting software like FreshBooks or QuickBooks?

While accounting software provides excellent tools, it doesn’t replace the expertise of a professional bookkeeper. At Becker & Ledger, we’re experts with FreshBooks and QuickBooks to ensure your data is accurate, properly categorized, and meaningful.

Do you prefer to work remotely, on-site or a combination?

We work exclusively remotely, which allows me to serve clients efficiently and consistently regardless of location. With today’s secure cloud-based tools, remote bookkeeping ensures timely communication, real-time collaboration, and easy access to financials—all without disrupting your day-to-day operations.

How is bookkeeping different from accounting or tax preparation?

Bookkeeping is all about the day-to-day tracking of your finances. Accountants and CPAs usually focus on tax strategy, filing returns, or audits. We handle the monthly details so your accountant can do their job more easily—and your books are always tax-ready.

What software do you use? Can you work with my current system?

We prefer to work with FreshBooks as much as we can with small businesses. But, we are also certified with QuickBooks Online.

How often will my books be updated?

For most clients, we categorize transactions weekly and reconcile accounts on a monthly basis to ensure you always have current financial information. However, we can accommodate weekly or quarterly schedules depending on your business needs and preferences. We establish a consistent schedule that works for you and stick to it reliably.

Is my financial information secure with Becker & Ledger?

We take data security extremely seriously. Becker & Ledger employs bank-level encryption, secure password protocols, and strict confidentiality agreements. We use industry-leading secure platforms for all client work. Your financial information is treated with the utmost care and professionalism.

Can you help me catch up if I’m behind on my books?

Don’t worry! Many businesses come to us with bookkeeping backlogs. At Becker & Ledger, we specialize in catch-up bookkeeping to bring your records up to date efficiently and accurately. We’ll develop a structured plan to address the backlog while setting up systems to keep everything on track moving forward. It’s never too late to get organized. To be clear, cleanup or catch-up are separate services from monthly bookkeeping. We often do one or the other before taking over monthly bookkeeping.

What do you need from me each month to do your job?

Just a few things: open communication, access to your bank and credit card statements, loan statements, invoices, and any receipts you’d like us to track. We’ll make it as hands-off as possible and guide you through what we need.