A: We are based in San Angelo, Texas and serve clients throughout the United States.

A: Pricing is determined after the discovery call.  The discovery call builds on the information submitted through the New Client Inquiry Form and allows us to fully understand your business and its needs so we can price your service package accurately and fairly. 

A: No. We charge a flat monthly fee based on the services provided. A one-time fee for clean-up or catch-up bookkeeping will apply if your books are not up-to-date.

A: No, there are no surprise fees or random bills. Any additional work outside of the original agreement is discussed and agreed upon before any additional charges are incurred. A credit card fee applies for invoices paid with a credit card.

A:  Yes. All Bookkeeping Services Agreement contracts are month-to-month and can be canceled by either party with 10 days’ notice.

A: We serve businesses across a variety of industries. Some examples include contractors, service-based businesses, healthcare professionals, churches and nonprofit organizations, wholesale and resale businesses, property managers, real estate agents, insurance agents, oilfield service companies.

A: We will need your ongoing support responding to occasional questions in the Client Portal.  During the onboarding process, we will gain access to the accounts needed to complete our work. If any app integration connections break, we may ask for help reconnecting.  Depending on your service package, we may also request vendor statements or copies of your bills and invoices for Accounts Payable and Accounts Receivable and W-9 forms for 1099 reporting. 

A: We do not file federal income tax returns. We can assist with certain state and local filings including sales and use tax, payroll taxes, workers’ compensation and unemployment insurance filings, and quarterly federal payroll forms such as the 941.  We can also work directly with your CPA or federal income tax preparer to make adjustments and keep your books tax-ready.

A: Yes. If you have started operating and have income and expenses to organize, we can help you. 

A: Currently, this is not a service we offer. You can get free expert help setting up an LLC and establishing your business with a certified business advisor from your local SBA Small Business Development Center.  Meet with my business advisor at Angelo State University's SBDC at https://www.angelo.edu/community/small-business-development-center/.

A: Yes. Please fill out the New Client Inquiry Form to move forward. 

A: Yes, we can look at and compare QuickBooks Online service levels together, choose the one that best fits your business’ needs and our team can set it up for you. We can create and structure your chart of accounts based on your industry and specific tracking requirements. This service is separate from monthly bookkeeping so you can choose to DIY from this point or get a customized quote for ongoing bookkeeping services. Fill out the New Client Inquiry Form to get started.

A: Yes. We can help you set up your payroll account using either Gusto or QuickBooks Online Payroll, create employee profiles, set up direct deposit and automatic payroll tax filing and payments, and either run your payroll or provide ongoing support as needed. (We do not set up new payroll accounts on other platforms, but can help with payroll on ADP Run if you are already using it.)

A: Feel free to email me at peyton@whitsonbookkeeping.com with your questions and I’ll get back to you soon!