Welcome to our FAQ page. We understand that choosing the right financial partner is a meaningful decision. Here are answers to some of the most common questions we receive from individuals, small business owners, nonprofit leaders, and new entrepreneurs.
Q: What services do you offer?
A: We offer bookkeeping, tax preparation and planning, business consulting, QuickBooks setup, and industry-specific financial services, particularly for aviation, education, nonprofit organizations, and small business owners.
Q: Do you work remotely or in-person?
A: We work with clients both locally in Beverly Hills and throughout the United States. Most of our services can be provided virtually through secure, encrypted platforms.
Q: Do you offer free consultations?
A: Yes! We offer a no-obligation 30-minute consultation to learn about your needs and explain how we can help.
Q: I’m just starting my business. Can you help me set up my financial systems?
A: Absolutely. We help start-ups choose the right entity structure (LLC, S-Corp, etc.), set up accounting software, track startup costs, and establish good financial practices from day one.
Q: What bookkeeping services do you offer for small businesses?
A: We handle everything from bank reconciliations and expense categorization to monthly financial statements and year-end reporting—so you can focus on growing your business.
Q: Can you help with budgeting and cash flow forecasting?
A: Yes, we work closely with business owners to develop realistic budgets, monitor cash flow, and provide actionable insights to support wise financial decisions.
Q: I’m behind on taxes. Can you help?
A: Yes, and you're not alone. We’ll review your records, communicate with the IRS if needed, and help you get caught up—without judgment.
Q: What is bookkeeping?
A: Bookkeeping is the practice of organizing, classifying and maintaining day-to-day business financial records.
Q: What does a bookkeeper do?
A: A bookkeeper records daily transactions and creates financial statements that help inform a company’s budget, forecasts and strategic decisions. Bookkeepers may manage accounts payable, accounts receivable, payroll, tax prep and other core functions.
Q: What are bookkeeping services?
A: Bookkeeping services help businesses manage their finances with the help of an independent bookkeeping professional. These services can help you with some or all of your bookkeeping needs, as is the case with a full-charge bookkeeper.
Q: How does outsourced bookkeeping work?
A: With outsourced bookkeeping, businesses can hire a remote professional through a talent marketplace. This eliminates the effort required to post a full-time job listing, conduct multiple hiring rounds and train the professional. It also eliminates full-time employment costs. The bookkeeper and the company align on a statement of work, and the business pays the bookkeeper as a 1099 employee either directly or through their marketplace platform.
When outsourcing with Sun Pacific Consulting Solutions, we support you in your project’s success and assist from kickoff to project completion with touchpoints from account management along the way.
Q: Do you specialize in nonprofit accounting?
A: Yes. We understand the unique challenges nonprofits face, including fund accounting, grant tracking, restricted donations, and compliance with IRS Form 990 and state filings.
Q: Can you help our board understand the financials?
A: Certainly. We offer custom reports and presentations designed to clearly communicate financial health to board members, donors, and stakeholders.
Q: We’re applying for 501(c)(3) status. Can you help us?
A: Yes. We can guide you through the entire process—from initial incorporation to IRS submission and follow-up.
Q: Do you provide services for religious institutions or schools?
A: We do. In fact, we have deep experience working with faith-based organizations, private schools, and missions. We understand your ministry and your mission.
Q: What accounting software do you support?
A: We work primarily with QuickBooks Online and Desktop, but we’re also comfortable with other platforms depending on client needs.
Q: Can you set up my accounting system from scratch?
A: Yes, we can build your chart of accounts, connect bank feeds, and establish a streamlined workflow tailored to your business or organization.
Q: Do you offer training for my staff?
A: Yes, we provide personalized QuickBooks training sessions and ongoing support for team members who manage the day-to-day books.
Q: How do I get started?
A: Simply schedule a free consultation or use our contact form. We’ll discuss your goals, current systems, and create a proposal tailored to your needs.
Q: Do you charge hourly or flat-rate?
A: We offer both, depending on the engagement. Many clients prefer our monthly flat-rate packages for predictability and value.
Q: Are your services affordable for small nonprofits or new businesses?
A: Yes. We pride ourselves on delivering high-quality service at fair prices, with flexible plans that fit your stage of growth.
Q: Do you require long-term contracts?
A: No. We believe in earning your trust every month. Most of our engagements are month-to-month, though we do offer discounts for annual commitments.
Q: How do you keep my information secure?
A: We use encrypted portals for document sharing and adhere to strict privacy protocols. Your data is safe with us.
Q: Will my information ever be shared or sold?
A: Never. Your trust is sacred to us. We do not sell or share client information under any circumstances.
Don’t see your question listed here?
👉 Contact us directly and we’ll be happy to help.