Yes! Connect your bank accounts and credit cards and our team can help get you caught up. We will assess any catch up fees and provide those during the sales process.

We try to keep it simple. Connect your accounts, upload your prior year tax returns, and complete your Organizer. Our team will review your information, ask any questions in the Message Center, and then schedule your Onboarding and Tax Planning call.

You can give the Better Bookkeeping team access to your Quickbooks account for review but no import should be needed. Just connect your bank accounts and credit cards via Plaid in the Better Bookkeeping app and we will help with the rest.

Prior year tax returns for all entities where Better Bookkeeping will handle taxes (Forms 1120S, 1065, and/or 1040), any mortgage or loan statements, and any asset schedules.

Better Bookkeeping can provide holistic bookkeeping and tax support across all of your businesses and handle your personal taxes. We understand that our clients are not one size fits all and may not require all of our services. This is why we schedule a call with all potential clients to assess their short and long term needs and provide a recommendation of services based on their unique needs.

Yes, the Better Bookkeeping system is designed to work across multiple businesses so you can see everything in one place. Reach out to your Better Bookkeeping team so they can provide any additional monthly costs.

We do not support non-US based companies or companies with non-US stakeholders. We can support companies based in all 50 states. Our focus is on straightforward bookkeeping, so customers with inventory, AR/AP and invoicing needs are not a good fit for Better Bookkeeping at this point.

No, Better Bookkeeping is focused on utilizing clean books to provide better taxes. We partner with Gusto as a preferred payroll provider and will work within other systems where needed for bookkeeping purposes.

Generally onboarding takes place within 2 weeks. The team will review transactions and send you any questions via the Message Center prior to scheduling an onboarding call.

No, once we migrate you onto Better Bookkeeping, there is no need to keep your previous bookkeeping software active.

Generally, Better Bookkeeping does not need to import previous data. Our customers utilize our Plaid integration to connect their bank and credit card accounts and transactions are automatically imported and are ready for classification. We do offer historical importing for prior years for a small fee.

Not unless you enjoy managing paper! Through our Plaid integraction, Better Bookkeeping will have direct access to all of your bank and credit card transactions. If you have expenses that do not run through your business accounts, you can provide us with credit card or bank statements that show these additional expenses.

Clean books = easier, more effecient taxes. Monthly bookkeeping provides our clients real-time insights into their business performance, allowing for better tax planning and accurate expense tracking. Quarterly bookkeeping ensures timely tax payments, avoiding penalties. Consistent bookkeeping facilitates tax savings, and Better Bookkeeping ensures your taxes are fully optimized when it's time to file.

Our bookkeeping team works on transaction classifications daily. We also take time at the end of the month to complete any reconciliation efforts (payroll, journal entries, etc.). We work to provide our Month End reports by the 15th of the following month.

We use our own proprietary bookkeeping software that our clients also have direct access to. In addition to Bookkeeping, you will have access to the Message Center for transaction questions, comprehensive Reporting and a Dashboard displaying critical items and updates. Our team of engineers continue to improve our software with our monthly updates.

Our tax team is here to help provide proactive quarterly tax planning as well as help answer any ad hoc questions that arise. We get asked things from "should I setup a 401K or SEP IRA?" or "When should my business take an S-Corp election" to "Should I invest in this piece of real estate?" or "Should my business put my kids on payroll?". Our team is here to help advise across your business tax needs.

Yes. Better Bookkeeping has a dedicated Contractors process where we track contractor payments, 1099 requirements and contractor information. We utilize this to produce necessary W9 requests and 1099s.

Yes. Better Bookkeeping will handle state tax filing as well as provide Quarterly Tax Estimates for your state as needed. We do not handle payment of annual franchise or state filings.

No, to provide the most streamlined and effective service, the Better Bookkeeping team manages the books for all of our clients.

Absolutely. Personal tax service is included as part of our monthly service for our Pro and Custom clients. It is also available as an add on service for Standard clients.

Absolutely. Better Bookkeeping provides comprehensive bookkeeping, tax preparation and tax filing services.

Better Bookkeeping keeps it simple: connect your accounts, upload your prior year tax returns and we will walk you through the rest. We are selective with our clients to ensure we are best suited to provided the services that meet their needs. We offer personal, guided tax planning and ensure everything is tailored to your specific needs so you get the most out our product from day one.

Better Bookkeeping is small yet mighty team made up of bookkeepers, tax planners, CPAs, client managers, and software engineers.

Yes! Our certified CPAs are ready to help handle any tax questions. They manage Monthly Reports, oversee Quarterly Tax Estimates, and file your year end Tax Returns.

Our founder, Mitchell Baldridge, created Better Bookkeeping out of a market need for a software focused on creating streamlined books for solopreneurs to more effectively find tax savings and minimize their tax liability.

No, Better Bookkeeping can be canceled at any time. If you decide to cancel your subscription, you will still have access to your data in Better Bookkeeping using your existing login.

Better Bookkeeping publishes your transactions to a Google sheet that you may access and download. You will also continue to have access to your data in the Better Bookkeeping app.

Better Bookkeeping keeps it simple. Your data is housed in single, encryption secured database with strict credential based access.