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Resources & FAQs

Before You Meet Your CPA
A Simple Checklist for Business Owners

The Basics

  • Bank accounts are reconciled regularly

  • Credit cards are reconciled and make sense

  • Little to nothing is "uncategorized"

  • Personal and business expenses are kept separate

Ready for your CPA?

  • Prior-year changes are clearly reflected

  • Reports are finalized or clearly documented

  • Equity balances roll forward cleanly

  • CPA questions don't require rebuilding months of data

Does the balance sheet make sense?

  • Loan balances match lender statements

  • Owner contributions and draws are clearly tracked

  • Payroll and sales tax balances are accurate

  • No large unexplained balances

If financing or growth is on the horizon

  • Financials can be produced monthly or quarterly

  • Cash flow trends are easy to explain

  • Debt obligations are clearly documented

Do the numbers tell the right story?

  • Revenue lines up with how the business operates

  • Major expenses are categorized correctly

  • One-time or unusual costs are easy to identify

  • Monthly results feel real, not surprising

What if some boxes are not checked?

  • That's common - especially during growth or busy seasons.

  • Addressing gaps early can reduce stress, lower CPA time, and lead to better financial decisions

Frequently Asked Questions

Do you work with my CPA ?

Yes, we collaborate with your accountant to ensure a smooth year-end process. Our goal is to make tax preparation more efficient - not to replace your CPA​

How does pricing work ?

Monthly bookkeeping is offered at a fixed monthly rate based on business complexity. Cleanup projects are quoted after review.

Are you a CPA firm ?

Fields to Finance provides bookkeeping services and does not provide tax preparation or attest services.

What if my books are behind ?

It’s common. We’ll review your current QuickBooks file, outline what needs to be corrected, and provide a clear path forward.

What size businesses do you serve ?

We work primarily with small businesses under   $1MM in annual revenue.​

Is my financial data secure ?

We use secure cloud-based platforms and follow standard data security practices.

Do you work only with QuickBooks ?

We specialize in QuickBooks Online to ensure consistency and efficiency.

How do we get started ?

Schedule a QuickBooks review. We’ll assess your current setup and outline next steps.

Do you only work with businesses that need cleanup ?

No at all. Some clients already have well-organized books but prefer to hand off bookkeeping so they can stay focused on running their business with confidence.​

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