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Frequently Asked Questions

Answers to common questions about our services and how we work with clients.

Are you a real CPA firm or just an online bookkeeping service?

We are a licensed CPA firm with real, experienced accountants on staff. Unlike automated online platforms, your books are handled by professionals who understand tax law and accounting standards. Every account is reviewed by a CPA.

Who is behind Bookkeepers Near Me?

Bookkeepers Near Me was founded by Ray Chowdhury, CPA, who has over 10 years in the accounting industry. Ray leads a growing team of bookkeepers and accountants, and personally oversees quality across all client accounts.

Do I get a dedicated CPA contact?

Yes. Every client, regardless of plan, gets a dedicated CPA point of contact. Your CPA can answer basic tax questions, offer financial guidance, and is just a call or email away whenever you need them.

What if I receive an IRS notice or get audited?

Because we are a full-service CPA firm, we can represent you before the IRS. Bookkeeping clients receive discounted rates on tax representation services for IRS notices, audits, and other tax matters.

What accounting software do you work with?

We primarily use QuickBooks Online and it is our preferred platform. We can adapt to other cloud-based accounting software if needed, but we strongly recommend QuickBooks Online for the best experience and most seamless workflow with our team.

How quickly can you get started?

Most clients are fully onboarded within 3 to 5 business days. If your books need cleanup (uncategorized transactions, backlog, etc.), that process typically takes 2 to 4 weeks depending on the volume. Cleanup is included free of charge with a 6-month commitment.

Do I need to be local to use your services?

We are based in New York City and are always happy to meet clients in our office. That said, we serve businesses all over the United States. Everything can be done remotely through your accounting software, and we communicate via email, phone, and video calls. Whether you are across the street or across the country, you get the same dedicated CPA service.

How is this different from services like Bench or Pilot?

Those platforms rely heavily on automation and entry-level bookkeepers. We are a CPA firm. Every set of books is reviewed by a licensed CPA, and you have direct access to accountants who understand your business. We also offer tax filing, audit support, and IRS representation, which most online services do not provide.

Is there a minimum commitment?

We ask for a 6-month commitment because we may need to clean up your books before we can begin regular monthly management. Cleanup can take 2 to 4 weeks and is included free with the 6-month commitment. If you prefer not to commit to 6 months, that is completely fine, but a one-time cleanup fee will apply. Clients who join in January are exempt from the 6-month requirement. After the commitment period, your service continues month to month with no long-term obligation.

Is my financial data secure?

Absolutely. We use bank-level encryption and follow strict data security protocols. Your data is accessed only through secure, authorized connections to your accounting software.

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