FAQs
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We are based in San Angelo, Texas and serve clients nationwide. Using secure online systems and virtual collaboration, we are able to seamlessly support businesses in all 50 states.
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Our service packages are fully customizable to suit your business. Pricing is determined after the discovery call and is based on the depth of your bookkeeping needs. (See our services here.) 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.
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No. We charge a flat monthly fee based on the services provided. Fees vary as service packages are fully customizable and tailored to your specific business. A one-time fee for clean-up or catch-up bookkeeping will apply if your books are not up-to-date. All fees are agreed upon before any charges are incurred. A processing fee applies for credit card payments, but ACH and checks are free forms of payment.
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No, there are no surprise fees or random bills. All fees are agreed upon before any charges are incurred. A one-time fee for clean-up or catch-up bookkeeping will apply if your books are not up-to-date. A processing fee applies for credit card payments, but ACH and checks are free forms of payment.
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Yes. All Whitson Bookkeeping service agreements are month-to-month and can be canceled by either party with 10 days’ written notice. Our service agreements are fully customizable to suit your business.
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Yes. Whitson Bookkeeping 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 currently set up new payroll accounts on other platforms, but can help with payroll on ADP Run if you are already using it.)
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Yes. Whitson Bookkeeping can help prepare and file 1099 forms for your contractors and vendors. We will review your records to determine who needs a 1099, ensure the information is accurate, and handle the filing so everything is completed correctly and on time.
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Whitson Bookkeeping does not prepare or file federal or state annual income tax returns. However, we can assist with certain state and local filings including sales and use tax, state excise tax, payroll tax filings, workers’ compensation and unemployment insurance filings, and quarterly federal payroll forms such as Form 941. We are also happy to work directly with your CPA or annual income tax preparer to make necessary adjustments and keep your books tax-ready.
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You don’t need to be fully or legally established to get bookkeeping help. If you’ve started incurring business expenses, have startup costs, or have begun earning income, good bookkeeping can help you stay organized from the very beginning. Setting up systems early makes tax time easier and helps prevent messy cleanup projects later.
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Currently, this is not a service Whitson Bookkeeping offers. You can get free expert help setting up your business with a certified business advisor from your local Small Business Development Center. Find an advisor near you at America’s SBDC.
Meet with my business advisor, Elisabeth Dantzler, at Angelo State University's SBDC. -
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.
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Whitson Bookkeeping serves 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, and oilfield service companies.
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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.
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Feel free to email me at peyton@whitsonbookkeeping.com with your questions and I’ll get back to you soon!
