Explore Our Frequently Asked Questions
These answers help small business owners understand how DRB Bookkeeping works and what to expect when partnering with us for financial clarity.
What services do you provide?
We provide comprehensive bookkeeping services including accounts payable and receivable, bank reconciliations, financial reporting, and more tailored to your business needs.
Who do you work with?
We work with small to medium-sized businesses across various industries, from creative agencies to professional services, looking for financial clarity.
Do you offer month-to-month services?
Yes, we offer month-to-month service agreements. We believe our value should keep you here, not a long-term contract.
Can you help if my books are behind?
Don’t worry—we specialize in cleanup and catch-up services. We will work to reconstruct missing data and organize your records to give you a clean slate.
What accounting software do you use?
We primarily use QuickBooks Online, as it allows for real-time collaboration and secure, cloud-based access from anywhere.
How often will I receive financial reports?
Standard reporting is delivered monthly, though we can customize the frequency to meet your specific business needs.
How do I get started?
Getting started is easy. Simply schedule a discovery call through our website, and we will discuss your current situation and how we can help.
Do you prepare or file taxes?
We do not prepare or file income tax returns. However, we work closely with your CPA or tax professional throughout the year to ensure your books are tax-ready, making their job easier and more cost-effective for you.
Do you provide payroll services?
Yes, we can manage payroll processing and payroll tax filings through integrated platforms like Gusto or QuickBooks Payroll. We ensure your team is paid on time and your compliance is handled accurately.
How do you share documents securely?
We use a encrypted cloud-based client portal for all sensitive information. You can easily upload bank statements, receipts, and other files. We also use view-only bank connections to automate data retrieval securely.
Will you catch errors or fraud in my books?
While bookkeeping helps organize your data to identify discrepancies, it is not an audit or a guarantee against fraud. Our role is to maintain mathematical accuracy and ensure transactions are coded correctly to the proper accounts.
Do you work with my CPA or tax professional?
Absolutely. We communicate directly with your tax professional at your request to provide reports and clarification during tax season. This collaboration ensures a seamless hand-off of accurate records for your filings.
Are you a CPA?
No. I am an Enrolled Agent (EA), which means I am federally authorized by the IRS and held to high professional and ethical standards. While I do not provide CPA or tax advisory services under bookkeeping engagements, my background allows me to work closely and effectively with tax professionals.