ProfitWave360 | Bookkeeping & CFO Services

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Frequently Asked Questions

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Question 1: . What bookkeeping services do you provide?

We provide full-service bookkeeping including transaction recording, bank and credit card reconciliations, accounts payable and receivable, payroll support, financial reporting, and monthly/quarterly close. We also assist with tax-ready financials for your CPA.

We work with small businesses, startups, freelancers, and growing companies across the United States, including sole proprietors, LLCs, partnerships, and corporations.

Yes. Our services are fully remote, allowing us to serve clients in all 50 states while complying with federal and state-specific bookkeeping requirements.

We primarily work with QuickBooks Online, but we also support Xero, Wave, Zoho Books, and other cloud-based accounting platforms. We can work with your existing system or help you set one up.

Most clients choose monthly bookkeeping, but we also offer weekly, quarterly, or custom schedules based on business needs and transaction volume.

We do prepare & file taxes, if you already have a CPA we prepare accurate, tax-ready financial reports and coordinate with your CPA or tax preparer to ensure smooth and timely tax filing.

Typically, we need:

  • Bank and credit card statements
  • Sales and expense receipts
  • Invoices and bills
  • Mortgage, Loan & LOC statements.
  • Payroll reports (if applicable)
  • Previous financial records (for new clients)
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