Do you work with QuickBooks or other accounting software?

Yes, we work with QuickBooks Online (QBO) as our primary bookkeeping software. If you’re using another platform, we can help you transition to QBO seamlessly. For clients switching from other software, we use your closing balances to ensure an accurate starting point for your books.

What software do you use to manage my finances?

We primarily use QuickBooks Online to handle bookkeeping, along with specialized software for tax filings and CFO services. If you prefer a different platform, let us know, and we’ll tailor our services to your needs.

What does my bookkeeper do?

Your dedicated bookkeeper reconciles your accounts, categorizes transactions, and prepares accurate financial statements like income statements and balance sheets. They also ensure your books are tax-compliant. If we need additional clarification, we’ll reach out to you.

Can I contact my bookkeeper directly?

Absolutely! You can schedule a call or send messages to your bookkeeper at any time. We don’t charge extra for support—our goal is to make bookkeeping as easy and stress-free as possible for you.

How does your onboarding process work?

After signing up, we’ll schedule a call to learn more about your business and gather the necessary documentation. Once your accounts are connected, we’ll complete a sample month of bookkeeping to establish accurate financial records and ensure everything is running smoothly.

How do I share my financial documents with you?

We use secure software like QuickBooks and cloud storage solutions to connect your financial accounts and share data. For additional files, you can easily upload them to our secure platform. We also work with integrations like Stripe, PayPal, and Shopify to sync your transactions automatically.

Do you prepare and file taxes?

Yes, we provide comprehensive tax services, including preparation and filing. Once your year-end financials are ready, our tax team reviews everything and ensures your returns are filed accurately and on time. We also offer year-round tax planning and advisory services to optimize your tax strategy.

What is included in your fractional CFO services?

Our fractional CFO services provide strategic financial oversight, including cash flow management, financial forecasting, budgeting, and growth planning. We’ll help you make informed decisions to drive your business forward without the cost of a full-time CFO.

Do you handle catch-up bookkeeping?

Yes, we specialize in catch-up bookkeeping. If your records are behind, our team will work diligently to bring your books up to date and ensure accuracy moving forward.

What industries do you serve?

We work with a variety of industries, including retail, e-commerce, professional services, healthcare, and non-profits. No matter your business type, we’ll tailor our services to meet your needs.

Comprehensive Financial Support for Your Business

Simplify your finances with our expert services. We offer professional bookkeeping, seamless tax filings, and strategic fractional CFO services—all tailored to meet the unique needs of your business. Let us handle the numbers so you can focus on what you do best.

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*No hidden fees, 30 days money back guarantee

Industries

We proudly support businesses across a wide range of industries.

We integrate with the best software

Hear It From Those Who Know Us Best

"Switching to MB Accounting was one of the best business decisions I've made. They helped streamline my book keeping and provide monthly reports to help manage and operate my business."

Mike Bensimon

East Payment Solutions

"MB Accounting gets the job done quickly and painlessly while eliminating many hassles that we have had in the past. MB Accounting also did a stellar job with our business and personal taxes and we paid a lot less taxes than we expected."

Darrell Brantingham

Acuity Technical Solutions

"As a small business owner, managing finances can be incredibly challenging, but MB Accounting has been a lifesaver. Their commitment to personalized service has been great. They offered tailored advice that significantly improved my financial management. Reliable and responsive, MB Accounting is always available to answer questions. Thanks to MB Accounting, I have a clear picture of my business's financial health, allowing me to focus on growth with peace of mind."

Daniel Vaverko

Vera Hawaii

"I am pleased to share my experience with MB Accounting. They have been everything I needed and more - efficient, thorough, and collaborative. The attention to detail and dedication to the work have been outstanding. I am particularly grateful for the support and consistency they bring to our financial operations. Their professionalism and proactive approach have truly made a positive impact on my business. I highly recommend their services to anyone in need of a reliable and skilled bookkeeper."

Mary Stephenson LLC

FAQ

Frequently Asked Questions

Do you work with QuickBooks or other accounting software?
Yes, we work with QuickBooks Online (QBO) as our primary bookkeeping software. If you’re using another platform, we can help you transition to QBO seamlessly. For clients switching from other software, we use your closing balances to ensure an accurate starting point for your books.
What software do you use to manage my finances?
We primarily use QuickBooks Online to handle bookkeeping, along with specialized software for tax filings and CFO services. If you prefer a different platform, let us know, and we’ll tailor our services to your needs.
What does my bookkeeper do?
Your dedicated bookkeeper reconciles your accounts, categorizes transactions, and prepares accurate financial statements like income statements and balance sheets. They also ensure your books are tax-compliant. If we need additional clarification, we’ll reach out to you.
Can I contact my bookkeeper directly?
Absolutely! You can schedule a call or send messages to your bookkeeper at any time. We don’t charge extra for support—our goal is to make bookkeeping as easy and stress-free as possible for you.
How does your onboarding process work?
After signing up, we’ll schedule a call to learn more about your business and gather the necessary documentation. Once your accounts are connected, we’ll complete a sample month of bookkeeping to establish accurate financial records and ensure everything is running smoothly.
How do I share my financial documents with you?
We use secure software like QuickBooks and cloud storage solutions to connect your financial accounts and share data. For additional files, you can easily upload them to our secure platform. We also work with integrations like Stripe, PayPal, and Shopify to sync your transactions automatically.
Do you prepare and file taxes?
Yes, we provide comprehensive tax services, including preparation and filing. Once your year-end financials are ready, our tax team reviews everything and ensures your returns are filed accurately and on time. We also offer year-round tax planning and advisory services to optimize your tax strategy.
What is included in your fractional CFO services?
Our fractional CFO services provide strategic financial oversight, including cash flow management, financial forecasting, budgeting, and growth planning. We’ll help you make informed decisions to drive your business forward without the cost of a full-time CFO.
Do you handle catch-up bookkeeping?
Yes, we specialize in catch-up bookkeeping. If your records are behind, our team will work diligently to bring your books up to date and ensure accuracy moving forward.
What industries do you serve?
We work with a variety of industries, including retail, e-commerce, professional services, healthcare, and non-profits. No matter your business type, we’ll tailor our services to meet your needs.

Have more questions?