FAQ
What should I look for in a monthly bookkeeping service?
1
Look for a clearly defined scope that addresses your business’s needs, including transaction categorization, bank and credit card reconciliations, and relevant financial reports. Ask when your books will be updated, what information you’ll need to provide, and how questions will be handled. At Pitter & Co., we discuss your needs and clarify the proposed services before work begins.
What is Business Performance Advisory, and how is it different from bookkeeping?
2
Bookkeeping keeps your financial records organized and current. Business Performance Advisory brings relevant financial, sales, marketing, customer, and operational information together to help you understand your business’s results. Pitter & Co. offers customized performance dashboards, with interpretation and ongoing advisory support available depending on your package.
Do I need to be a bookkeeping client to use your advisory services?
3
No. Business Performance Advisory is available separately from bookkeeping. If you already have reliable financial records and access to other relevant business data, we can discuss how a customized dashboard and optional advisory support could help you understand performance and identify where to focus.
Do you support implementation after recommendations?
4
Yes, we remain actively involved until solutions are fully operational and staff are confident.