FAQs

  • Absolutely — software records transactions, but it doesn’t catch errors, interpret what the numbers mean, or keep you compliant with reporting and tax rules. A bookkeeper adds human oversight, ensures accuracy, and frees you from hours of double-checking your own work. Learn more about our bookkeeping services.

  • You’re not alone — many business owners come to us feeling overwhelmed by backlogs. We specialize in “catch-up bookkeeping,” bringing everything current and accurate, no matter how far behind. Once caught up, we’ll put systems in place so you stay up-to-date going forward. See how our services can help get you back on track.

  • We use industry-standard encrypted platforms and never share your information with third parties. Security and confidentiality are non-negotiable — you can trust that your financial information is handled with the same care as a bank.

  • Our process is simple:

    1. Discovery Call — We learn about your business and needs.

    2. Onboarding — We set up secure connections to your bank/credit accounts.

    3. Catch-Up & Clean-Up (if needed) — We bring your books current.

    4. Monthly Bookkeeping — Transactions recorded, reconciled, and reviewed.

    5. Reporting & Support — Monthly reports plus on-call answers to your questions.

  • Accurate books aren’t just about taxes — they’re about opportunity. Clean financials position you for grants, certifications (like WBE or MBE), and lender approvals. Many women and minority founders are overlooked for funding because their books aren’t investor-ready — we make sure yours are. For more on this topic, read our article on why clean books are key to funding.

  • Yes. We ensure your financials are organized, accurate, and presentation-ready — a key requirement for lenders, investors, and certification programs. Think of us as your behind-the-scenes partner for building credibility and confidence in your numbers.

  • It’s an investment in peace of mind. Most clients find that outsourcing bookkeeping pays for itself by freeing their time, preventing costly errors, and uncovering opportunities to save money or grow revenue. Even part-time support can give you a professional foundation to build on.

  • We work with a wide range of service-based and product-based businesses, from solo entrepreneurs to growing teams. The common thread is that our clients value accuracy, clarity, and time savings so they can focus on running their businesses.

  • Yes. We can start small and scale with you. As your needs evolve — from simple transaction recording to invoicing, bills and/or advanced reporting — we adjust your plan so you never outgrow your financial support.

  • We combine professional precision with empathy and approachability. As a woman- and minority-owned firm ourselves, we understand the unique challenges you face. Our goal isn’t just to keep your books in order — it’s to give you clarity, confidence, and peace of mind as you build your business.

  • At this time, we exclusively work with QuickBooks Online (QBO). Specializing in one platform means we can deliver the highest level of accuracy, efficiency, and insight for our clients. By focusing solely on QBO, we stay sharp on every update, shortcut, and best practice — giving you reliable books without wasted time switching between systems.

  • A QuickBooks ProAdvisor is certified by Intuit to provide expert support in using QuickBooks Online. At NorthPoint Ledger, this means you’ll have a trusted partner who can set up your books correctly, troubleshoot issues, and give you clear reports you can rely on. It’s about more than software — it’s about having a knowledgeable guide who ensures your finances are accurate, compliant, and ready for decisions that grow your business.