FAQs

Q.

How do I share my records and documents with you?

A.

You can easily share your documents via secure file transfer, email, fax, or mail. You can also establish view-only profiles online with your bank and other online accounts that allow our bookkeepers to access your transactions in a safe, secure manner.

Q.

Can you just help me get my accounting set up properly?

A.

Yes, our team can work with you to get your company set up and you can then do the day to day entries. We can review your file quarterly or we can just take care of everything so that you can focus on your other responsibilities.

Q.

I’m totally behind in inputting my receipts and checks. Can you get me caught up?

A.

Absolutely, that’s what our clean-up service is all about. We are able to build your transaction history with the receipts and information you provide us.

Q.

How long have you been in business?

A.

Sierra Financial Center, LLC has been conducting business since 2000. We are licensed, insured & certified.

Q.

How often will I get updates?

A.

We can provide you with up to date reports as often as you’d like; weekly, monthly or quarterly. We tailor our services to your needs, so you can decide when you’d like to receive reports.

Q.

Will you file my taxes?

A.

No, we are not a CPA or tax preparer but we will work with your CPA and provide them with complete reports and records for your CPA to prepare your tax return. This way, you will have the advantage of two separate professionals overseeing your financial matters. And we find that CPAs appreciate the accurate and orderly records that we prepare and you provide to them.

Q.

Is there more than one person available to work on my accounts in case my bookkeeper is ill or on vacation?

A.

Yes, we are a team of bookkeepers and cover for each other as needed.

Q.

How long does it take to get started?

A.

Depending on your needs, we can be set up in as little as a day to a week.

Q.

Do you accept credit card payments?

A.

We accept Visa, MasterCard, and Amex.