Information ◆

I know you may have questions about bookkeeping, and I'm here to provide clear answers. This page covers the most frequently asked questions to help you understand our services, processes, and how we maintain accuracy and confidentiality.

If you don’t see the answer you’re looking for, feel free to contact us directly at angelicac@acgbookkeeping.net

Frequently asked questions

Here you will find the answers to the most common questions we receive about ACG Bookkeeping Services. We want to make sure you have all the information you need to make an informed decision about partnering with us for your bookkeeping needs. Our aim is to provide personalized service and make bookkeeping simple and clear for small business owners, freelancers, and entrepreneurs in Anaheim, CA, and beyond.

What types of businesses do you work with?

I work with small business owners, freelancers, and entrepreneurs who need help keeping their books organized, accurate, and up to date.

 

What bookkeeping software do you use?

I currently work exclusively with QuickBooks Online for my bookkeeping services.

 

Can you help if my books are behind?

Yes. I offer cleanup and catch-up bookkeeping for businesses that are behind or need past transactions reviewed, categorized, and reconciled.

 

What documents will I need to provide?

Depending on your business, I may need bank statements, credit card statements, loan statements, line of credit statements, invoices, bills, or other bookkeeping records.

You can send documents electronically. For some cash-basis businesses, organized paper records may also be used.

Do you work directly from bank feeds?

Yes. Depending on your bookkeeping setup, I may work from connected QuickBooks bank feeds along with your monthly statements and supporting documents.

How quickly will you respond?

My typical response time is within one business day.

Do you work with clients outside of Orange County?

Yes. I’m based in Orange County, California, but I work remotely with clients throughout the United States.

 

How often should I send my statements?

Please send your bank, credit card, loan, and other financial statements as soon as they become available. Whether you receive statements weekly or monthly, keeping your records current helps ensure your bookkeeping stays accurate and up to date.

Do you handle accounts payable and accounts receivable?

Yes. I can help track bills, vendor payments, customer invoices, and payments as part of your bookkeeping services.

Do you offer payroll services?

No

How do I communicate with you?

You’ll work directly with me. I respond to emails, text messages, phone calls, and voicemails and make it a priority to keep communication clear and timely.

Do you prepare tax returns?

Tax preparation services are expected to become available after completion of my CTEC registration in October 2026.

What financial reports do you provide?

Reports may include Profit and Loss Statements, Balance Sheets, Cash Flow Reports, General Ledgers, and other reports based on your business needs.

 

How do I get started?

Send me a message through the Contact Me page and tell me a little about your business and what you need help with. I’ll review your situation and let you know the next steps.