FAQ
General
What industries do you specialize in?
We work with businesses across e-commerce, SaaS, marketing agencies, professional services, food & beverage, and many more! Our team tailors accounting solutions to each industry’s unique needs.
Do you work with businesses outside of Portland?
Yes! While we’re based in Portland, Oregon, we support clients nationwide through cloud-based accounting tools.
What makes BKZ Financial different from other accounting firms?
We combine deep industry expertise with a tech-forward approach. Our focus on automation, integration, and real time insights ensures you spend less time worrying about bookkeeping and more time growing your business.
How do I know if I’m ready to outsource my accounting?
If you’re spending too much time on books, struggling with cash flow insights, or preparing for growth, it’s a good time to bring in a professional partner.
How do you price your services?
We use a flat monthly retainer model so you know exactly what you’ll pay each month. Pricing is based on factors like transaction volume, number of accounts, and whether you need bookkeeping only or full advisory support.
Do you provide tax services?
No, we don’t prepare or file taxes. However, we collaborate with your CPA or tax preparer to ensure your books are tax-ready.
Bookkeeping & Accounting
What bookkeeping services do you offer?
We handle everything from transaction categorization and reconciliations to financial reporting, month-end close, and ongoing maintenance of your books.
Can you help clean up past bookkeeping mistakes?
Yes. We specialize in QuickBooks Online cleanup projects from fixing past errors, restructuring your chart of accounts, and bringing your books current.
What if my books are years behind?
We handle catch-up bookkeeping regularly. Whether you’re a few months behind or several years, we’ll create a cleanup plan to get your books current.
How often will you update my books?
We can provide weekly, monthly, or customized update schedules depending on your business needs.
Do you provide financial statements?
Yes, we deliver accurate balance sheets, profit & loss statements, and cash flow reports—plus insights to help you understand the numbers.
Can you manage Accounts Receivable and Accounts Payable?
Yes. We can handle invoicing, track customer payments, follow up on overdue balances, and process vendor bills to keep your cash flow healthy.
Advisory
What’s included in your advisory services?
We go beyond bookkeeping to provide budgeting, forecasting, cash flow management, KPI tracking, and tailored insights to guide business decisions.
How is advisory different from bookkeeping?
Bookkeeping organizes your numbers; advisory helps you interpret them. We act as a strategic partner so you can make data-driven decisions with confidence.
Can you help with fundraising or selling a business?
Yes. We assist with preparing financials, forecasting, and presenting your numbers clearly for investors, lenders, or buyers.
Can you help me decide when to hire or expand?
Yes. We provide financial modeling to estimate the cost of new hires, opening a new location, or expanding services, so you know the financial impact before making a decision.
How often will we meet for advisory sessions?
Most clients meet biweekly or monthly, depending on their needs. We also provide on-demand support for urgent financial questions.
Payroll
Can you set up payroll from scratch?
Yes. We’ll set up your payroll system, onboard employees, configure tax settings, and ensure compliance with federal and state laws.
Do you manage payroll?
Yes, we manage payroll processing, compliance, and reporting. We ensure employees and contractors are paid on time and taxes are filed correctly.
What payroll systems do you work with?
We primarily use Gusto, ADP and QuickBooks Payroll, but we can also work with your existing system.
Can you handle contractor payments too?
Absolutely! We help with both employee and 1099 contractor payroll.
Can you handle benefit deductions (health insurance, retirement, etc.)?
Yes. We’ll ensure deductions and contributions are set up properly so payroll reflects accurate net pay and employer contributions.
Do you handle 1099 filings for contractors?
Yes. We prepare and file 1099s for contractors, making tax season easier for you and your vendors.
Cleanup
My books are years behind—can you still help?
Yes. Whether you’re a few months or several years behind, we create a step-by-step plan to get your books current.
How long will cleanup take?
It depends on the complexity of your records, but most cleanup projects are completed within 30–90 days.
What happens after the cleanup is done?
We set you up with a clean, reliable system—and can provide ongoing bookkeeping or advisory support so your books stay that way.
Will I still be able to access my old records?
Yes. We organize your historical data so nothing is lost, but your reports and balances reflect accurate, up-to-date numbers.
Can you integrate my accounting with other tools I use?
Absolutely. We can connect your accounting system with POS, payroll, and other platforms to streamline your operations.
Can you help clean up past bookkeeping mistakes? Yes. We specialize in QuickBooks
Online cleanup projects—from fixing past errors to restructuring your chart of accounts and bringing your books current.
Software Integration
Can you integrate my e-commerce platform with QuickBooks Online?
Yes. We connect Shopify, Amazon, Square, and other e-commerce systems with QuickBooks Online for seamless sales and inventory tracking.
What accounting software do you support?
We specialize in QuickBooks Online and integrate with tools like Gusto, Synder, Ramp, Amazon, Expensify, and Shopify.
Can you set up and customize my accounting software?
Yes. We’ll configure your chart of accounts, set up automation rules, and reporting dashboards so your system works seamlessly from day one.
What if I already have software in place?
We’ll review your current tech stack, optimize your settings, and make sure data is flowing correctly between systems.
Do you offer training on accounting tools?
Yes. We train your team on using QuickBooks Online, payroll systems, and financial automation tools so you can get the most out of them.
The right partner makes all the difference
With industry expertise and the right tools, we’ll help you take control of your numbers from day one.