FAQ

We specialize in helping small business owners, including sole proprietors, LLCs, S-Corps, and startups across various industries. Whether you’re just getting started or already growing, we tailor our services to meet your needs.

We use QuickBooks Online because it’s powerful, secure, and user-friendly. We also integrate tools like Dext for receipt management and Gusto for payroll.

We offer a full range of services, including:

• Monthly Bookkeeping
• Catch-up and Clean-up Bookkeeping
• Payroll Processing
• Tax Preparation (Personal and Business)
• QuickBooks Setup and Training
• Inventory Tracking
• Sales Tax Filing
• Financial Reporting & Consultations

Yes! If you’re behind on your books or need help cleaning up past records, we offer catch-up and clean-up services customized to your situation.

Our pricing depends on the volume of transactions, complexity of your books, and services needed. We offer transparent pricing and will provide a custom quote after a free initial consultation.

Yes, we work 100% remotely and serve clients throughout the U.S. securely using cloud-based tools. No need to meet in person—we can handle everything online!

Absolutely! We prepare and file personal and business tax returns, including Schedule C, rental properties, and 1099 income. We’ll make sure everything is accurate and filed on time.

Just schedule a free consultation with us! We’ll walk you through the onboarding process and let you know what documents we’ll need to begin.

Outsourcing in bookkeeping means hiring an external professional or firm (like us!) to handle your bookkeeping tasks instead of doing it yourself or hiring a full-time employee. This allows you to get expert support without the overhead costs of having someone in-house. It’s a flexible, cost-effective solution, especially for small businesses that need accurate financials but don’t need a full accounting department.

Outsourcing your bookkeeping saves you time, reduces stress, and ensures your records are accurate and tax-ready. You’ll gain access to an experienced professional without the cost of hiring in-house staff—plus, you’ll always know where your business stands financially.

Very secure. We use trusted, cloud-based platforms like QuickBooks Online, DropBox, Dext, and secure file-sharing tools. Your data is encrypted, backed up, and protected with strict access controls. We treat your privacy and financial information with the highest level of confidentiality.

We stay in touch regularly through email, phone calls, Zoom, or whichever method you prefer. Our remote setup is flexible, responsive, and designed to keep you in the loop at all times.

Yes! You’ll always have full access to your books and financial data. Our job is to keep them clean, up to date, and accurate—so you can make confident decisions. We’re here to support you, not replace you.

We combine over 20 years of experience with a personal touch. You’ll never feel like “just another client.” We truly care about helping small business owners succeed—and we go the extra mile to make bookkeeping easy to understand, reliable, and stress-free.

We strongly recommend QuickBooks Online, and we can help you get set up if you’re not already using it. However, we’re happy to discuss your current system and see what works best.

Yes! We offer consulting sessions if you need help understanding your books, setting up QuickBooks, or preparing for tax season—even if you’re not a monthly client.

Yes, some of the links on our website are affiliate links, which means we may earn a small commission if you click and make a purchase—at no extra cost to you. We only recommend tools and services we trust and use ourselves in our day-to-day bookkeeping work.

We include affiliate links to recommend tools that we believe truly help small businesses run more efficiently—such as QuickBooks, Dext, Gusto, and Tax1099. Affiliate partnerships also allow us to offer discounts and exclusive deals while supporting the continued growth of our business.

Not at all. In most cases, you’ll actually get a special offer or discount by using our link. For example, QuickBooks offers 30% off for 6 months through our affiliate referral.

Yes! ¡Hablamos español! All of our services are available in both English and Spanish. Whether you feel more comfortable speaking English or Spanish, we’re happy to communicate and provide support in the language that works best for you.

We understand that needs change. You can cancel your services at any time with written notice, as outlined in your engagement agreement. We do ask for a minimum of 15–30 days’ notice, depending on your service package, to ensure a smooth transition.

A bookkeeper focuses on the day-to-day tracking of your financial transactions—organizing income and expenses, reconciling accounts, and generating reports. An accountant may offer higher-level services such as tax planning, financial forecasting, and audits. As your bookkeeper, we keep your records clean, accurate, and tax-ready so your accountant (if you have one) can do their job more efficiently.

No, we are not a CPA firm and do not offer audit or assurance services. However, we have over 20 years of hands-on experience in bookkeeping and are committed to maintaining the highest standards of accuracy, confidentiality, and professionalism.

No, we do not perform audits. Our focus is on accurate, clean, and consistent bookkeeping based on the information you provide. If you’re in need of a formal audit or review, we can refer you to a licensed CPA or accounting firm.

Smart Bookkeeping Services LLC was established in 2021, but our founder, Olga Borrero, brings over 20 years of bookkeeping experience. Her knowledge, professionalism, and client-focused approach are the foundation of our trusted services.

Not at all! QBO is designed for business owners with little to no accounting experience. We’ll walk you through the basics and offer as much support as you need.

Yes, we can help you transition from desktop versions or other platforms into QBO smoothly and securely.

We’ll help you choose the right QBO plan based on your business size and needs. And if you’re a new user, you can get 30% off for 6 months using our referral link.

Not necessarily. We can walk you through the setup process, or help you sign up using our affiliate link for access to discounts and guidance.

We’ll set you up with a secure Dropbox folder and/or tools like Dext to make it easy to upload everything digitally.

We highly recommend QuickBooks Online for ease and transparency. If you’re not using it yet, we can help set it up.

As far back as needed! We typically start with the current tax year, but we can go back multiple years if necessary.

Bank statements, credit card statements, any existing accounting files, and access to your QBO (or we’ll help set it up).