Frequently Asked Questions
Find answers to common questions about working with Joseph Tax Advisory, our bookkeeping services, and what to expect when getting started.
Bookkeeping Services
Monthly Bookkeeping
Ongoing transaction categorization, account reconciliations, monthly financial statements, and accurate, organized, and up-to-date financial records.
Bookkeeping Cleanup & Catch-Up
For businesses with outdated, incomplete, or disorganized books that need to be brought current and corrected.
Customized Bookkeeping Support
Flexible bookkeeping support for businesses that need class tracking, customized reporting, multiple-account support, or more detailed financial organization.
Bookkeeping Packages
Starter
Every business is different. Package recommendations and pricing are based on transaction volume, number of accounts, reporting needs, and the current condition of your books.
Custom Pricing
Growth
More comprehensive monthly bookkeeping with reconciliations, financial reporting, and ongoing support for growing businesses.
Custom Pricing
Premium
Advanced bookkeeping support with customized reporting, class tracking, multiple-account support, and priority communication.