Frequently Asked Questions


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What's the difference between an accountant and a bookkeeper?

They are both essential business functions.  Bookkeeping is responsible for the recording of financial transactions, handling the ins and outs and reporting.  Letting you know what your cash flow is at the moment.  Accountants specialize in preparing and filing taxes.  

What is a Quickbooks pro advisor?

A certified quickbooks pro advisor is an expert in quickbooks installation, setup, reporting and all functions of the quickbooks software.

Who do I call if I have a question or concern?

We pride ourselves on responding quickly to all client inquiries.  Want a faster response?  Email and text are the best ways to get a hold of us.

How do I get started?

1) Schedule a meeting with Julianne.

2) Review your proposal and make the investment.

3) We’ll do a review of your books and back office.

4) We’ll transform your bookkeeping and back office process to use best practices and provide value add to your bottom line.

Can I afford a virtual back office provided by southwest bookkeepers?

Southwest Bookkeepers provides competitive pricing and gives you options tailored to your needs.  By outsourcing, you are free to make money rather than spend your time tracking money. Plus overhead is kept to a minimum.

Is Quickbooks the only software you work with?

Yes.  In order to provide the best service possible, we have become experts in quickbooks software.  This allows us to streamline our services and help you succeed.

I'm just starting out or I don't need a complete virtual back office.

Southwest Bookkeepers tailors our talents to your needs.  Once we get to know you, we will offer you a proposal with services all based off of your needs nothing more.  You can always upgrade as your business grows.

What if I need CFO Services?

Southwest Bookkeepers offers CFO Services. We’re here to help meet your expanding financial goals. Let us be your resource to drive profit improvement, provide financials to investors and strengthen internal accounting controls.