Skip to Main Content

Blog

When Do You Need Professional Bookkeeping Service?

Jia Chew - Owner of The Bookkeeping Advisory Team1 min read

Why is Bookkeeping Essential for Your Business?

I gather from the experience of my clients that you need to invest in professional bookkeeping service when you encounter the following situations:

1. You can’t reconcile your books. The importance of reconciling your bank and credit card accounts at least once a month cannot be further emphasized. Through the process of reconciliation, we can identify fraud or accounting errors.

2. You run into cash flow problems. When you have difficulty in paying your vendors on time or are incurring hefty credit card interests. Also, your customers are taking their own sweet time to pay you.

3. You are not filing and paying your payroll and sales tax accurately and timely.

4. You do not get any insight from reading your financial statements. You simply make your business decisions based on the amount of cash you have in your bank account,

A trained and experienced bookkeeper will prevent you from getting into these dire situations.

Contact Us

713.823.8027info@AcctAdvisory.com

What Our Clients Say

“Jia to the rescue! I found Jia to be everything that I and my e-commerce business needed! She is very reliable, attentive, knowledgeable, organized, professional, personable and an absolute pleasure to work with! I can trust that Jia will get the job done in an efficient and timely manner, so I can focus on my business day to day operations. Jia has set the bar! Jia is bookkeeping done right! I highly recommend Jia and her team to assist in taking your business forward for years to come!”
Jamila P., Mila Jae Body LLC
“Jia is an excellent CPA. I have worked with her for only a few months but love her detailed work. I'm looking forward to working with her with more of my clients.”
Shirley B., Bias Consulting Group
“I'm so happy with Jia's bookkeeping service. As a small business CPA, Jia is professional, always quick to respond, and has made managing my finances so much easier. I highly recommend Jia and her team.”
Emma W.
“Five stars for Jia for help and willingness to help on a super time crunch. She helped clean my books effectively and very quickly! Very friendly, professional and responsive. I truly appreciate it!”
Ashley E.
“Jia is very knowledgeable and takes the time to explain things in ways that make sense. Jia is also extremely detail oriented and upfront about pricing and expectations. I am extremely impressed with her professionalism and guidance.”
Becca B., Mighty Hummingbird Therapy LLC
“Jia has been extremely helpful. She is very knowledgeable and always one step ahead. I would highly recommend The Bookkeeping Advisory Team!”
Ernesto V., Pinnacle Exterior Services LLC
“I've a small company (LLC) and a food truck business. Because my previous bookkeeper, who was disorganized and had misplaced everything and messed up my book, I searched for a new CPA/bookkeeper. Then I found Jia with The Bookkeeping Advisory Team. She did a very good job cleaning up the mess from my previous bookkeeper. Jia re-sorted and re-organized everything into the correct categories. She is very knowledgeable in all aspects. She even gave me lots of advice for running a business. She did the books and prepared our tax returns. She will fix it for you! She is superb!! And a very nice lady. I would recommend her and her firm.”
Pavana G.
“I cannot recommend Jia and The Bookkeeping Advisory Team enough! She was so kind to help me with my business taxes on such short notice before the April 15 deadline. As a first time small business owner, I came to her with tons of questions and she was very attentive and made sure to answer them all! Her services were prompt, thorough and affordable, which is exactly what I needed. She was also very communicative throughout the whole process. If you are looking for a trustworthy and friendly bookkeeper, 10/10 I would recommend this company. Thank you, Jia!”
Kirsten V, Intertwined Digital Marketing LLC