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Frequently Asked Questions
Your Queries Answered
If you’re new to Books and Balances INC, this bit should help you learn more about
our platform, features, and services.
What services does CoreAxis Accounting offer?
CoreAxis Accounting LLC provides bookkeeping, catch-up and cleanup bookkeeping, tax services, payroll assistance, financial reporting, and accounting advisory for small businesses and individuals.
What is catch-up or cleanup bookkeeping?
Catch-up or cleanup bookkeeping means bringing a company's financial records up to date when they have fallen behind. This may involve organizing past transactions, reconciling accounts, and preparing accurate financial reports.
How far back can you clean up bookkeeping?
Our team regularly helps clients who are one to four years behind on bookkeeping, and in many cases even further. The exact scope depends on the volume and complexity of transactions.
How much does cleanup bookkeeping cost?
Cleanup bookkeeping for small businesses typically starts around $500 per year of cleanup. However, the final price depends on transaction volume, number of accounts, and the overall complexity of the books.
Do you offer payment plans?
Yes. CoreAxis Accounting offers flexible payment plans so clients do not have to pay the entire cost upfront.
How long does cleanup bookkeeping take?
The timeline depends on the number of months or years behind and the number of transactions. Once our team reviews your information, we will provide a more accurate timeline.
What types of businesses do you work with?
We work with a wide range of small businesses including consultants, service providers, e-commerce sellers, freelancers, and many other industries.
Do you work with LLCs and sole proprietors?
Yes. We commonly work with sole proprietors, LLCs, and other small business structures.
What accounting software do you support?
Our team works with platforms such as QuickBooks, Xero, and other bookkeeping systems. We also help clients who currently manage records through spreadsheets.
Do I need to send documents right away?
Not immediately. Our accounting team will review your situation first and then guide you on what documents are needed.
Where is CoreAxis Accounting located?
CoreAxis Accounting LLC is based in Houston, Texas.
How can I contact CoreAxis Accounting?
You can visit our website at www.coreaxisaccounting.com or email us at connect@coreaxisaccounting.com.
When will I receive a proposal?
After the discovery call, our accounting experts review the information and typically provide a customized proposal within 24 hours.
Do you provide ongoing bookkeeping after cleanup?
Yes. Many clients choose to continue with monthly bookkeeping services after their records are brought up to date.
What happens after I accept the proposal?
Once the proposal is accepted, our onboarding team will guide you through the next steps, collect the necessary information, and begin organizing your books.
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