Bookkeeping FAQ | 740 Accounting & Bookkeeping

Question 1

How much does bookkeeping cost with 740 Accounting & Bookkeeping?

Accepted Answer

Monthly bookkeeping starts at $499 a month. The exact price depends on the size and condition of your books.

Question 2

What does a QuickBooks cleanup cost?

Accepted Answer

Cleanup pricing depends on how far behind your books are and how many months or years need to be fixed.

Question 3

Do you charge by the hour or a flat monthly rate?

Accepted Answer

Monthly bookkeeping is a flat monthly rate. Cleanup projects are quoted as a one-time project fee.

Question 4

Is the free QuickBooks review really free?

Accepted Answer

Yes. The QuickBooks review is a free, no-obligation look at your file before any pricing is discussed.

Question 5

What is included in the starting monthly price?

Accepted Answer

The starting monthly rate includes reconciliation, categorization, and a monthly close of your books.

Question 6

Will my monthly price change as my business grows?

Accepted Answer

Your price can adjust as transaction volume or complexity grows. We will always confirm any change with you first.

Question 7

Do you charge extra for employee training?

Accepted Answer

Employee training is scoped and priced separately from monthly bookkeeping.

Question 8

Are there any setup fees before monthly bookkeeping starts?

Accepted Answer

If your file needs a cleanup first, that is quoted as a separate one-time project before monthly service begins.

Question 9

Do you require a long-term contract?

Accepted Answer

Monthly bookkeeping does not lock you into a long-term contract.

Question 10

How do I know which service I actually need?

Accepted Answer

Start with the free QuickBooks review. We will tell you honestly whether you need a cleanup, monthly bookkeeping, or both.

Question 11

What happens during the free QuickBooks review?

Accepted Answer

We look at your actual QuickBooks file, tell you what we see, and outline what it would take to fix or maintain it.

Question 12

How long does a QuickBooks cleanup take?

Accepted Answer

Most cleanups take a few weeks, depending on how far behind the books are.

Question 13

What do I need to provide to get started?

Accepted Answer

Access to your QuickBooks file and your bank and credit card statements is typically enough to begin.

Question 14

Do you work in person or only remotely?

Accepted Answer

Both. In-person meetings are available across the Ohio Valley, and everything can also be handled virtually.

Question 15

How often will I hear from you once I am a monthly client?

Accepted Answer

You will get a monthly close and a real conversation about what your numbers mean, not just a report dropped in your inbox.

Question 16

What if my books are a mess and I am embarrassed to show them?

Accepted Answer

There is no judgment. Most clients come to us because their books are already a mess.

Question 17

Can you work with my existing QuickBooks file, or do we start over?

Accepted Answer

We work with the file you already have. No starting over and no lost history.

Question 18

How do you coordinate with my CPA at tax time?

Accepted Answer

We deliver clean, CPA-ready books every year so your accountant has what they need without a scramble.

Question 19

What happens after the cleanup is finished?

Accepted Answer

Most clients move into monthly bookkeeping so the books stay clean instead of drifting again.

Question 20

How do I switch to 740 from my current bookkeeper?

Accepted Answer

We handle the transition, starting with a review of your current file so nothing gets lost in the switch.

Question 21

What services does 740 Accounting & Bookkeeping offer?

Accepted Answer

QuickBooks cleanup, monthly bookkeeping, job costing setup, employee training, and business advisory.

Question 22

Do you do tax preparation or tax planning?

Accepted Answer

No. We keep your books CPA-ready and coordinate with your CPA, but we do not prepare or file taxes.

Question 23

Do you offer payroll services?

Accepted Answer

We help get payroll set up correctly inside QuickBooks and coordinate with the payroll provider you use.

Question 24

What is job costing and do I need it?

Accepted Answer

Job costing tracks the real profit on each job or project. If you bid work, you likely need it.

Question 25

Can you train my office staff on QuickBooks?

Accepted Answer

Yes. We train whoever already handles your books and leave behind a written guide.

Question 26

Do you work with QuickBooks Online or QuickBooks Desktop?

Accepted Answer

Both. We work with whichever version of QuickBooks your business already uses.

Question 27

What is included in monthly bookkeeping?

Accepted Answer

Monthly reconciliation, transaction categorization, a monthly close, and ongoing business advisory.

Question 28

Do you offer business advisory beyond bookkeeping?

Accepted Answer

Yes. Monthly advisory on cash flow, job profitability, and business decisions is built into ongoing service.

Question 29

What if I only need a one-time cleanup, not ongoing bookkeeping?

Accepted Answer

That is fine. QuickBooks cleanup is available as a standalone, one-time project.

Question 30

Can you help me get my books ready for a bank loan or bonding company?

Accepted Answer

Yes. Clean, reconciled books that hold up under a lender or bonding company review are part of what we deliver.

Question 31

Do you work with businesses outside Ohio and West Virginia?

Accepted Answer

Our primary service area is the Ohio Valley across Ohio and West Virginia.

Question 32

Do I need to meet in person, or can everything be done virtually?

Accepted Answer

Either works. In-person meetings are available across the Ohio Valley, and remote service works just as well.

Question 33

What is the difference between a bookkeeper and an accountant?

Accepted Answer

A bookkeeper records and organizes your daily transactions. An accountant typically handles taxes and higher-level reporting.

Question 34

Why hire 740 instead of a national remote bookkeeping service?

Accepted Answer

740 is local, works in person when needed, and understands trades businesses specifically.

Question 35

Why hire 740 instead of a big regional CPA firm?

Accepted Answer

740 specializes in bookkeeping for trades and small businesses, at a scale where you are not just a file number.

Question 36

Should I hire a bookkeeper or just do it myself in QuickBooks?

Accepted Answer

If you are not sure your job costing and reconciliations are accurate, a bookkeeper likely pays for itself.

Question 37

What is the difference between a cleanup and monthly bookkeeping?

Accepted Answer

A cleanup fixes a broken file one time. Monthly bookkeeping keeps a working file accurate every month going forward.

Question 38

Why hire a bookkeeper who specializes in trades instead of a generalist?

Accepted Answer

A generalist bookkeeper often sets up your file like a retail business, missing job costing entirely.

Question 39

Is Kristal Hunkler a licensed CPA?

Accepted Answer

No. Kristal is a QuickBooks Certified ProAdvisor, not a CPA, and 740 does not offer CPA services.

Question 40

What is a QuickBooks Certified ProAdvisor?

Accepted Answer

A QuickBooks ProAdvisor is certified by Intuit as an expert in setting up and managing QuickBooks.

Question 41

How long has 740 Accounting & Bookkeeping been in business?

Accepted Answer

Kristal Hunkler has served Ohio Valley businesses since 2011.

Question 42

Does Kristal actually understand trades businesses, or just bookkeeping?

Accepted Answer

Kristal ran a trades business herself for over 20 years before she ever booked her first bookkeeping client.

Question 43

Is my business data secure and kept confidential?

Accepted Answer

Yes. Your books and business information are kept confidential and are never shared without your permission.

Question 44

What happens to my books if I ever decide to leave 740?

Accepted Answer

Your QuickBooks file belongs to you. You keep full access and history if you ever move on.

Questions About Working With 740 Accounting & Bookkeeping

Ready To Upgrade To A Real Business Bookkeeper?