Your local starting point
If the books are taking too much time or leaving unanswered questions, start with the records you have. Find small business accounting support to discuss regular bookkeeping, financial reports, existing cleanup needs, and a clear division of work between your team and the CPA.
Explain which periods need attention and ask how cleanup would be scoped before recurring work begins.
Discuss the systems you use, who enters transactions, and the reports you want to receive.
Ask which services are included together and which require a separate scope or fee.
Make a connection
1 member to exploreContact businesses directly to confirm service area and availability.
Based in: Garland, Texas
Full-service accounting firm offering a broad range of services for business owners, executives, and independent professionals.
A little preparation goes a long way
Vick and Grohman offers small business accounting, including account reconciliation and financial reporting. Describe the accounting software, bank accounts, and sales systems your business uses. Explain who enters transactions and which periods are already complete. If some records are missing or behind, say so during the initial conversation. Ask the CPA what it would need to review before proposing the work, and how any initial cleanup would be separated from the recurring service.
Discuss how often records will be supplied and reports prepared, along with who answers questions about unfamiliar transactions. Ask what explanations come with the reports and how corrections are agreed. Confirm the secure way to share documents and grant any necessary software access. If you also need payroll or tax preparation, clarify those services separately. A useful engagement identifies your contact person, the recurring tasks, additional project charges, and the information you remain responsible for providing.
Good questions. A clearer next step.
A few things to know as you explore your options.
Describe the gaps and the records you do have. Ask the firm how it assesses cleanup work and what information is needed before it can quote the engagement.
Agree on the handoff with the CPA. Ask which records or explanations your team must supply and who should respond to transaction questions.
Confirm this in writing. Bookkeeping, payroll, and tax preparation involve separate tasks, so ask exactly what the proposed service and fee include.
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