Merritt Bookkeeping Knowledge Base
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For Accountants

Specifics about our service that CPAs should be aware of.

  • A brief overview of our service
  • Services we don't provide
  • A guide to how we code our clients transactions, with specific examples
  • When are my books tax ready?
  • Will you file my 1099s for me?
  • Can you send me my updated QuickBooks file? What is the username and password?
  • Do I need to do anything before giving my books to my CPA? What information do I need to provide my CPA with?
  • Can you send me a report other than those in the monthly summary reports (such as a General Ledger)?
  • Why does the prior balance sheet not match the previously filed return?
  • Can you provide me with an Accountant's Copy of the QuickBooks file so I can make changes?
  • Can you send me certain documentation or information regarding my client's financials?
  • My CPA or other adviser has suggestions for how they want certain things categorized
  • Do you need access to my brokerage or investment accounts?
  • Why do you have a category called "Payment App Withdrawals"?

Categories

  • For Accountants
  • Getting To Know Our Service
  • How to use your Transaction Detail sheet
  • Other tips and FAQs
  • Questions about your financial reports
  • Tax Time
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