Resources

Blog

Our blog is your go-to source for expert advice and insights on

January 23, 2025

Top 7 Financial Mistakes Entrepreneurs Make

Avoid common pitfalls that can cost your business money and learn how to manage your finances wisely.

January 23, 2025

The Importance of Accurate Bookkeeping for Small Businesses

Discover why organized financial records are crucial for success and how to maintain them with ease.

January 23, 2025

5 Tax Strategies Every Small Business Owner Should Know

Learn how to maximize deductions, plan ahead for tax season, and reduce your tax liability effectively.

Guides

Access free, easy-to-understand guides designed to simplify complex financial concepts:

Bookkeeping Basics for Entrepreneurs

Learn the essential steps to set up and maintain accurate financial records.

Small Business Tax Deductions

A comprehensive list of deductions you might be missing out on.

Frequently Asked Questions

Our FAQ section covers the most common queries about our services and financial best practices, helping you find the information you need quickly.

Do you offer a free consultation?

Yes, we offer a free initial consultation to discuss your specific bookkeeping needs and determine how we can best assist you.

What information do I need to provide to get started?

To begin, we need access to your QuickBooks Online along with relevant financial documents and bank statements.

I don’t have a QuickBooks Online account. Can you set one up for me?

If you don’t already have a QuickBooks Online account, we can help set it up for you seamlessly. As certified QuickBooks ProAdvisors, we bring expertise and exclusive benefits to the table. Our affiliation with QuickBooks allows us to offer amazing discounts on subscriptions for new clients, helping you save while setting up a solid foundation for your business.

Do you handle personal and business expenses?

Yes, we take care of both your personal and business expenses so you can focus on what is important to you.

How long does it take to set up or clean up my bookkeeping?

The time required depends on the complexity and volume of your transactions. Most setups and cleanups take a few days to a couple of weeks. After reviewing your specific needs, we’ll provide an accurate timeline

Are you available for ongoing monthly bookkeeping services?

Yes, we provide ongoing monthly bookkeeping services to ensure your financial records are always accurate and up to date. We can customize a package that fits your business requirements.

What if my books are several years behind? Can you help?

Absolutely! We specialize in catching up on years of backlogged bookkeeping. With extensive experience in cleanup services, we can bring your records up to date, no matter how far behind they are.

How do you ensure the confidentiality of my financial information?

Confidentiality is a top priority. We use secure, industry-standard practices to protect your data. Additionally, we are happy to sign a Non-Disclosure Agreement (NDA) if requested.

What makes TaxGlass different from other bookkeepers?

We are certified bookkeepers with advanced certifications in QuickBooks and Xero, backed by over 8 years of accounting and bookkeeping experience. Our personalized service, attention to detail, and commitment to quality set us apart.

What is your process for onboarding new clients?

Our onboarding process begins with a consultation to understand your needs. Once the scope of work is defined, we gather the necessary information, set up accounts, and begin the bookkeeping or cleanup process. We maintain regular communication to ensure all questions and concerns are addressed.

How do you handle communication and updates during the project?

We prioritize clear and regular communication. You’ll receive progress updates throughout the project, and we’re always available to answer questions or address concerns.

Can you prepare financial projections for a startup?

Yes, we can prepare detailed financial projections tailored to any startup’s needs, helping you make informed decisions and plan for the future.

Client Portal

Access your financial data, reports, and invoices anytime, anywhere through our secure client portal.

Your Success Is Just A Message Away!

Connect with us to unlock tailored solutions designed to simplify your business operations. Let’s partner together to help your business thrive and grow.

Providing transparent, reliable, and efficient financial solutions. Your partner in simplifying taxes and empowering your business growth.