Bookkeeping FAQs
Do I need a Bookkeeper or a CPA?
My firm belief is that you need both. Here is why. Although a thin line can exist between the two, the differences lie in the tasks of each professional. I like to say that "a Bookkeeper is in the trenches with you". We are involved in frequent accounting activities, which allow us to have an involved, yet unbiased, view of the business's financial health in real-time. We can point to potential issues before they become larger problems.
CPA's record the past. If you work closely with your Bookkeeping Service, together you can actively take the pulse of how things are right now. What if you thought you owed $10,000 in taxes, and your bookkeeper advised that you could buy a truck and get ready to hire instead?
These two Professionals have different tasks but ultimately work hand in hand. It's important to employ each, so that you can focus on the money-making activities while you know your finances are accurate and dualy verified by Professionals. Although convenient, most "one-stop shops" that offer both accounting and tax services packaged together tend to have interns handling the operations instead of seasoned Bookkeepers that are more hands-on and customer centric. Having the same person "sign-off" on both the Bookkeeping and Tax could cause mistakes to go unnoticed longer.
R22BKS has established connections with strategic CPAs that we can refer out to, located around Phoenix, AZ.
Does R22BKS only offer monthly Bookkeeping?
Although we can handle the accounting aspects semi-independently; we do require a certain level of committed cooperation from our clients. We actively meet with our clients on a monthly basis. We are not interested ln reviewing or checking ln less frequently as we are committed to a high level of service and accuracy for all of our clients.
How do you charge for your services?
Route 22 Bookkeeping Solutions offers Remote Bookkeeping Services for Real Estate Investors and Home Services. Our firm has a unique pricing structure. Instead of charging based on a traditional hourly wage, we customize all our packages to match our client's current needs. This allows our clients to have all the services they need for a fixed monthly rate. No need to worry as business volume varies throughout the year. Our Monthly Services include our client portal which allows us to securely share information and documentation easily,
R22BKS handles QuickBooks transactions, Monthly Financial Reports, and Monthly Meetings to address your concerns. As your company grows, we can add additional services, as needed, to recover your time. These include Monthly Owner Statements, Accounts Payable, Receipt Management, and more.
Who is Your Ideal Client?
RE Investors, Home Services Professionals
Home Services
I enjoy working with the complexities of Trust Accounting. In addition to our own REI, we have years of experience providing Bookkeeping Solutions for Property Managers and Landlords.
We work with a wide variety of Real Estate Investors, including Property Managers, Landlords (Long & Midterm), Vacation rentals (Short term: Air Bnb/VRBO/Booking.com), and Flippers. We have the capacity to take on clients with 25* properties.
We also love working with Home Services, which encompasses many of the skilled Trades.
Read more about our client focus on the About page!
Why does Route 22BKS do what you do?
According to SCORE, 82% of small businesses fail due to cash flow problems. Since we believe that small businesses are the lifeblood of America, we are excited to invest our best ideas and work to help support them! Everyone has talent, and I love using my Bookkeeping skills to impact multiple Family Owned Small Businesses positively. I love that my talents can help me achieve my goals and simultaneously help other hard-working Business Owners accomplish their dreams.
Ask yourself: Do you understand your business inside and out (financially)? When was the last time you took a well-deserved week off? Could you? Your business is ever more valuable when it doesn’t depend on you to function. Maybe it's time to focus on building a trusted team to help your business scale to new heights! We want to help you create a legacy that you can pass down... Not a self-employed full-time job, without benefits.
What software do you recommend?
For accounting systems, R22BKS exclusively utilizes QuickBooks Online.
Our team of Certified Remote Bookkeepers are all current QuickBooks Online ProAdvisors. We keep up with the ever-improving features so that you don't have to! We know all the tricks and have our own processes for seamless QBO implementation and/or integrations.
Other preferred systems include (but not limited to): Zoom, our Client Portal, OwnerRez, Hostfully, Service Titan, Bill.com & Hubdoc.
What is the story behind the R22 name?
Route 22 Bookkeeping Solutions
Our business name is a play off of the famous Route 66. When I launched my business, we were living in Los Lunas, New Mexico - part of the original Route 66 Highway from 1926-1937 (when it was rerouted through Albuquerque for a more direct route). There are still signs showing that Main St. through Los Lunas was part of the historic route. I grew up listening to (Get your kicks on) Route 66 on long car rides, and coincidentally, Cars was my son's favorite movie when I launched my business in 2021.
I changed the number to 22 for a unique twist, stemming from both mine and my husband's birthdates. 22 and 3 are lucky numbers for our family.
Lastly, Solutions. I wanted to express that we have a wide range of services that provide Solutions (and the relief that comes with!) to the common problems of daily business operations (slow invoicing, unpaid invoices, late making payments, messy and/or inaccurate reports, indecision, etc). We understand that each business is on its own unique route. We are able to customize our services to your current and future needs. We're here to support (and celebrate!) your business as your financial needs grow.