Frequently Asked Questions

Alicia Allison Bookkeeping Sedona
  • A bookkeeper records, organizes, and maintains your business’s financial transactions — including income, expenses, payroll, and bank reconciliations. We make sure your books are accurate, up-to-date, and tax-ready so you can focus on running your business. Check out a full list of my services!

  • Bookkeeping handles the daily financial recordkeeping — transactions, invoices, and reconciliations. Accounting uses that data for big-picture tasks like financial analysis, tax strategy, and audits. Both are important, but bookkeeping is the foundation.

  • Yes. Software is only as accurate as the data entered. A professional bookkeeper ensures your accounts are coded correctly, reconciled, and compliant with tax laws — saving you from costly mistakes.

  • Most clients choose monthly updates so they always have a clear financial picture. We also offer weekly and quarterly services depending on your business transaction volume and complexities

  • In fact, we would love to! We prepare clean, accurate financials so your tax professional can work faster — which can save you money during tax season. If you do not have a CPA or tax professional we would happily refer you to one!

  • We keep this simple and stress-free. Usually, we’ll need:

    • Bank and credit card statements

    • Invoices and receipts

    • Payroll reports (if applicable)

  • Yes — our secure, cloud-based bookkeeping services allow us to work with clients anywhere in the United States. You’ll get real-time access to your financial reports anytime.

    I also like to schedule “check in” video calls a couple times a year.

  • We use encrypted software and secure file-sharing tools. Your sensitive information stays private and protected.

  • We serve all small businesses but love working with retail , e-commerce and Farmer’ Market Businesses!

  • We offer hourly work of $40/hr to begin. Once we see the volume of transactions and the complexity of your bookkeeping, we transition to flat rate services so you know what to budget for!

  • Yes! In fact most clients come with catch up or clean up work.

  • Yes! We offer payroll processing and sales tax filing as add-on services.

Still Have Questions About Bookkeeping?
Get peace of mind knowing your books are accurate, compliant, and ready for tax season.