FAQ
Frequently asked questions
Straight answers about how Momentum Bookkeeping works. If your question isn't here, call or send a message.
Questions and answers
Do I need a bookkeeper if I already have an accountant?
Usually, yes. A bookkeeper manages the day-to-day financial records. An accountant or CPA focuses on tax strategy and filing. Accurate books make your accountant's work faster and less expensive.
Do you prepare tax returns?
No. Momentum Bookkeeping handles bookkeeping, not tax filing. Jennifer keeps your books ready for your CPA or tax preparer and can coordinate with them.
What bookkeeping software do you work with?
QuickBooks Online, along with other cloud-based financial systems. If you're not on QuickBooks Online yet, Jennifer can set it up for you.
Can you clean up books that are overdue?
Yes. Catch-up and cleanup services get overdue books current and accurate.
How much does bookkeeping cost?
After a free consultation you get one monthly price based on the size and complexity of your books, billed month to month with no long-term contract. Extra work outside the agreed scope is billed at an hourly rate.
Do you only work with San Marcos businesses?
Momentum Bookkeeping is based in San Marcos and serves small businesses across North County San Diego. Because the work happens online, location is rarely a barrier.
How do we get started?
Call, email or send the contact form to book a free consultation. Jennifer will ask about your business and your current books, then send a fixed monthly quote.
Ready for organized, stress-free books?
Book a free consultation. Jennifer will learn about your business and send a fixed monthly quote.