For CPA and accounting firms
Messy books slow down tax season. We'll get them ready for you.
Faith Finance does the bookkeeping so your team can do the tax work. Maria Woodward is an Advanced QuickBooks ProAdvisor with 20 years in QuickBooks. We clean up and catch up books that are months or years behind, and we keep client books current every month, reconciled and ready for you.
Start with a free review of one client file. No cost and no strings.
What we do for firms
Cleanup and catch-up
Books months or years behind, brought current and reconciled, ready for tax prep.
Monthly bookkeeping
Categorized, reconciled and returned on a turnaround we agree on before we start, with a tax-ready year-end package.
Tax season overflow
Files that need cleaning before your preparer can start.
A free file review
Send one messy file. Maria tells you what shape it's in and what it would take to fix. No charge.
Two ways to work together
Under your firm's name
Your client works with your firm. We do the bookkeeping in the background. You bill your client and we bill you.
Direct referral
You introduce the client to us. We contract and bill them directly and send the books to you for the tax work.
You pick the model client by client. Pricing follows our published plans, and cleanup is a flat quote after the free file review.
How we work with your firm
We put these in a short written agreement before the first project.
- Your clients stay yours. We never go after your clients for tax work.
- Bookkeeping only. No tax returns, tax advice, audits or financial statement preparation. We are not a CPA firm.
- Turnaround in writing. Before work starts, we agree how soon the books come back once we have everything.
- No surprise changes. Nobody changes reconciled or closed periods without telling the other first.
- Our own login. We use our own accountant login in the client's QuickBooks. We never ask for anyone's password.
- Confidential both ways. Client data is handled under our written security plan. Nobody offshore, and only the two of us who run Faith Finance see client data.
- Easy to end. Either side can end with 30 days written notice. Work in progress is finished or handed back cleanly.
Have a file that's giving you trouble?
Grab 30 minutes with Maria. Tell her about the file and your deadline, and she'll tell you straight what it would take.
Book a 30-minute callYou can check Maria's credentials on Intuit's ProAdvisor directory. Or call (865) 214-7431.