FAQs

Who runs PHASE Now Business Solutions?

PHASE Now is owned and operated by a trained bookkeeping and tax professional with experience in small business workflows and financial systems. We will get to know each other better during video calls.
What makes PHASE Now different from other bookkeeping or tax services?

We focus on clarity, direct communication, and efficient systems without jargon and unnecessary upselling.
When should I sign up for services?

As soon as you feel overwhelmed or want to get organized—especially before tax deadlines or business scaling.
Why should I trust PHASE Now with my business finances?

We take confidentiality, accuracy, and professionalism seriously. Our goals include clear pricing, documented processes, and consistent communication.
How do I know PHASE Now is legit?

We use industry-standard tools like QuickBooks Online, maintain secure systems, and provide itemized, contract-based service.
Who do you work best with?

Small business owners, solopreneurs, and self-employed professionals who want structured support and clear results.
What if I’ve fallen behind on taxes or bookkeeping?

That’s common and it’s fixable. We help clean up past records and get you back on track, step by step.
Why are your services priced the way they are?

Our prices reflect time, accuracy, customization, and the value of proactive, high-quality support.
How can I be sure you’re qualified to handle my return or books?

We hold QuickBooks Online certifications, participate in IRS programs, and constantly study real-world business and tax systems to stay current and capable.
Where is PHASE Now located?

We operate remotely out of Lutz, Florida and serve clients across the U.S. using cloud-based tools.
Do you offer Accounts Payable & Receivable services?

Yes! I offer AP/AR monitoring & reporting as an add-on to bookkeeping clients. You can choose from Basic, Pro, or Full-Service AP/AR tracking based on your needs.
Can I schedule a call to discuss my needs?

Absolutely! You can schedule a consultation call to go over your business needs and see if we’re a good fit.

Do you work with QuickBooks Desktop or any other accounting software?

No, I only work with QuickBooks Online to keep everything cloud-based and efficient.
How often do you update my books

Books are updated monthly unless a different schedule is arranged in your plan.
What if I have more transactions than my plan allows?

You’ll be billed a small overage fee per additional transaction above your plan limit.
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Can I switch plans later?

Yes, you can upgrade or downgrade your plan as your business needs change.
Will I have access to my financial reports?

Yes, you’ll receive organized, downloadable reports every month.
What if I need more frequent updates instead of monthly?

I typically provide monthly bookkeeping, but if you need weekly reporting or additional support, we can discuss a custom schedule that meets your business needs.
What if my books are behind or need a clean-up?

No worries! I can clean up past transactions and correct any inaccurate records. Cleanup work is separate from ongoing bookkeeping and will be assessed on a case-by-case basis.
What if I need assistance for special projects?

If you need workflow analysis, system optimization, or custom reporting, let’s talk! I specialize in streamlining financial processes for efficiency and clarity.
When and how do I send my documents to you?

If your bank statements sync with QuickBooks Online, no manual uploads are needed. Otherwise, you can securely upload bank statements and other documents through the client portal.
Do I have to use QuickBooks Online?

Yes. I only work with QuickBooks Online clients. If you’re not using QuickBooks yet, I can help you get set up.

Do you contact customers or vendors by phone?

No, all communication is done through QuickBooks email reminders only.
Can I get A/P or A/R help without full bookkeeping?

Yes, A/P and A/R services are available as standalone options.
How often do you manage invoices and bills?

Depending on your plan, we work on a weekly or as-needed schedule.
Can you help me chase overdue payments?

Yes, our Follow-Up and Manage tiers include friendly email reminders for overdue invoices.
Do you make actual payments or collect money for me?

No, I manage tracking and reminders—but you or your team handle payments and deposits.

What types of tax returns do you prepare?

I prepare individual, self-employed, and small business returns.
Can you help me file previous years’ taxes?

Yes, I offer prior-year and amended tax return services.
What if I need bookkeeping help before tax prep?

I can clean up your books for an additional fee before filing your return.
When should I book tax services?

As early as possible. Slots fill up quickly during tax season.

General Questions

Questions about Bookkeeping

Questions about Accounts Payable / Accounts Receivable

Questions about Tax Prep

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