FAQs

Have questions about bookkeeping, our services, or whether we're the right fit for your business? Start here

What bookkeeping software do you use?

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BlueCrest Bookkeeping currently works exclusively with QuickBooks. At this time, we can only accept clients who use QuickBooks.


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Do I need to have a certain amount of revenue to work with BlueCrest Bookkeeping?

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Yes. We currently require clients to have a minimum annual business revenue of $20,000.


What types of businesses do you work with?

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We are open to working with a variety of businesses and industries, including restaurants, law firms, healthcare providers, real estate professionals, solopreneurs, and other small businesses.


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Do you work with CPAs and tax firms?

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Do you prepare taxes?

Do you provide financial advising?

What if my books are behind?

What if my books are a mess?

Why would I need a bookkeeper?





Yes. BlueCrest Bookkeeping is open to working directly with CPAs and tax preparation firms that need bookkeeping support for their clients.

These relationships are strictly for bookkeeping services. BlueCrest Bookkeeping does not provide tax preparation.

No. BlueCrest Bookkeeping does not provide tax preparation services.

We can help keep your books organized and provide financial records that may be useful to you and your tax professional.

No. Financial advising is outside the scope of our services.

Our focus is bookkeeping and maintaining organized financial records.

That's exactly where catch-up bookkeeping can help. We'll assess the current state of your books and determine what needs to be brought up to date.

You're not alone—and there's no need to be embarrassed.

Our bookkeeping cleanup service is designed to help organize records and address issues that may have accumulated over time


QuickBooks is the software. Bookkeeping is the process.

Having QuickBooks doesn't necessarily mean your transactions are categorized correctly, accounts are reconciled, reports are reviewed, or your books are consistently maintained.

That's where professional bookkeeping support can make a difference.



How often should my books be updated?

Is bookkeeping only important during tax season?

Regular bookkeeping helps you maintain more current financial information and avoid the stress of trying to organize everything at once. The appropriate frequency depends on your business activity and bookkeeping needs.

No. Your books can provide valuable information throughout the year.

Keeping your records current can help you monitor business activity, review financial statements, identify issues sooner, and have more organized information when tax deadlines arrive.

Still Have Questions?