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FREQUENTLY ASKED QUESTIONS
CAN BERK SOLUTIONS DO MY TAXES?
Although we do not handle tax preparation internally, we take the responsibility of ensuring that
your financial records are accurately maintained and updated throughout the year. This ensures
that your books are well-prepared to be handed over to your tax preparer when the time comes.
DO I NEED A BOOKKEEPER IF I HAVE AN ACCOUNTANT? WHAT'S THE DIFFERENCE BETWEEN THE TWO?
Contrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:
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Compiling data on a daily basis
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Categorizing expenses in the general ledger
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Reviewing the general ledger for accuracy
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Reconciling bank statements against the general ledger
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Generating financial statements
Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:
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Analyzing the company’s financial data
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Preparing income tax returns
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Providing tax planning advice
WHAT ACCOUNTING SOFTWARE DO YOU WORK WITH?
We are proud to be certified in QuickBooks Online, a comprehensive accounting tool that offers
an array of features and reporting options. Our customers find it incredibly user-friendly, making
it a valuable asset to our services.
WHAT TYPE OF INDUSTRIES DOES BERK SOLUTIONS SERVE?
Recognized for its extensive knowledge and proficiency in serving the non-profit sector, Berk
Solutions also provides comprehensive services tailored to meet the unique needs of small and
medium-sized businesses across various industries.
DO I NEED TO CLEAN UP MY BOOKS BEFORE I HAND THEM OVER TO BERK SOLUTIONS?
No, we’ll review your books and, if clean-up is necessary, we will let you know and include it as
a part of our work estimate. Your Berk Solutions team of financial specialists will setup your
industry-specific general ledger in QuickBooks Online.
WHAT ARE YOUR SERVICE FEES?
At Berk Solutions, we offer a flat fee structure tailored to the unique needs and requirements of
each client. Our pricing is transparent, starting at $250 per month, ensuring you receive the right
financial services without unexpected costs.
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