FAQ

Q: What's the difference between a bookkeeper and an accountant?

A: A bookkeeper handles the day-to-day recording, categorizing, and reconciling of transactions, while an accountant may focus more on tax strategy, financial reporting, and advising. Bookkeepers keep your books clean and organized, which your accountant will thank you for at tax time.

Q: Do I need to be local to work with you?

A: Not at all. Cedar & Sage Bookkeeping is fully remote, so we work with clients throughout the U.S. using secure cloud-based tools and communication.

Q: What accounting software do you use?

A: We primarily use QuickBooks Online, but we’re happy to work within your existing platform or help with migration if needed.

​

Q: How often will I hear from you?

A: We keep clients updated regularly. You’ll receive monthly reports and summaries, and we’re available for check-ins, questions, and support whenever needed. Communication is a priority for us.

Q: How often will you update my books?

A: Monthly by default—but we can adjust based on your business size and preferences.

Q: What are your rates?

A: Rates vary depending on your needs and business size. We offer flat-rate and hourly options. Reach out for a custom quote!

Q: Do you offer tax filing or CPA services?

A: While we don’t file taxes, we work closely with your tax professional and ensure they have everything they need. We’re happy to coordinate directly with your CPA or recommend one if you don’t have one yet.

Q: Can you help if my books are a mess or behind?

A: Absolutely. Cleanup and catch-up work is one of our specialties. Whether you’re a few months behind or several years, we’ll create a plan to get you back on track.