Prime Entry Bookkeeping, LLC

Your Questions, Answered Clearly

We believe clarity builds trust. Here are answers to the most common questions entrepreneurs ask.

What makes Prime Entry different from other bookkeeping firms?

We start with listening, not assumptions. Our diagnostic-first model (Clarity Call + Visibility Review) is built around your reality — not a rigid template. We combine audit-ready precision with emotionally intelligent support, so you get clean books and clear communication without judgment.

How do we get started with bookkeeping support?

• First, schedule a clarity call with us – a no-pressure conversation.
• Visibility Review – you share view-only access or recent statements.
• Personalized Quote – we send you our recommendation

How do I prepare for my clarity call (consultation)?

The best preparation is actually pretty simple. You won’t need reports or spreadsheets for that first chat. What helps most is clarity around how your business really runs day to day.

A few things I usually encourage you to think about:

• How money actually moves in and out of the business
• What feels messy or unclear
• What you wish you had more visibility into
• How you prefer to communicate and stay updated

What does Visibility Review mean?

A Visibility Review is a focused, diagnostic look at a business’s financial activity to understand how clear, accurate, and up‑to‑date the books really are. It’s not a cleanup — it’s an assessment. The goal is to identify what’s working, what’s missing, and what needs attention so the business owner can make informed decisions with confidence

Do I have to commit to monthly bookkeeping support right away?

Not at all. We offer Cleanup Services as a limited engagement for clients who need to catch up or prepare for tax season. After your Visibility Review, we’ll recommend what fits best — whether that’s a one-time cleanup or ongoing support.

How do you price your bookkeeping services?

We offer transparent, value-based pricing. Cleanup Services are priced hourly or as a flat fee — whichever you prefer. Monthly support is tiered based on complexity and scope. You’ll always receive a clear quote before we begin.

What do you mean by “complexity and scope”?

Complexity and scope describe the level of activity and structure inside your bookkeeping. These factors help determine how much time, expertise, and ongoing support your books require. Examples include:

• Number of monthly transactions
• How many bank, credit card, or loan accounts need to be reconciled
• How detailed or customized your chart of accounts is
• How often transactions need to be reclassified or corrected
• Whether your business uses job costing, class tracking, or project‑level reporting
• The amount of cleanup or historical work needed before monthly support begins

These elements shape the overall workload and ensure pricing is aligned with the true needs of your business.

What bookkeeping platform do you use?

We specialize in QuickBooks Online (QBO) because it allows us to deliver clean, scalable, and audit-ready support. If you’re not currently on QBO, we’re happy to guide you through a smooth transition. To ensure consistency and quality, we only work with businesses who use QBO or are open to converting.

Are there advantages for you helping me set up QuickBooks Online (QBO)?

Yes! Prime Entry can assist you with selecting an appropriate QBO subscription based on your company’s needs. And whether you pay QBO directly, or have Prime Entry pass on the cost to you through monthly invoicing, we’re able to get you an accountant’s discount based on our relationship with QBO.

What small business industries do you serve?

We serve service-based small businesses, especially tradespeople, remodelers, solo founders, and boutique firms. If you’re scaling, stuck, or burned by past providers, we’re built for you.

Does it matter these days that my bookkeeper is local?

It does — especially when clarity and communication matter. Being local means you’re working with someone who understands SWFL’s business rhythms, the pace of seasonality, and the realities contractors and small businesses face here. It also means you have direct access when questions come up.

Local support isn’t about geography — it’s about context, responsiveness, and having a real relationship with someone who’s part of your community.

How can job costing in QuickBooks Online help my business?

Job costing lets you track income and expenses by project, so you can see exactly which jobs are profitable and which ones are draining resources. In certain QuickBooks Online plans, you can assign costs to specific jobs, monitor labor and materials, and compare actual vs. estimated expenses. This clarity helps contractors and small business owners make smarter decisions, avoid hidden losses, and keep their bookkeeping audit‑ready.

Do you handle tax filings or prepare tax forms?

We don’t file taxes or prepare tax forms directly. Our role is to ensure your books are clean, accurate, and audit-ready — so your CPA or tax preparer can do their job with confidence. If you don’t currently have a tax professional, we’re happy to refer you to one we trust. Of course, we will help you with 1099 preparation so you can remain compliant each tax year.

Do you provide payroll services?

We don’t currently offer payroll processing — but we’re happy to work with you and your existing provider (like ADP, Gusto, or others) to ensure payroll entries are accurately reflected in your books.

As long as your provider can share reports or data, we’ll make sure everything is properly recorded and reconciled.

Payroll is a capability we plan to build in the future, and we’ll keep you posted as it develops.

Is my bookkeeping data secure?

Absolutely. We use secure portals, encrypted document sharing, and mutual NDAs to protect your information. Your trust is our top priority.

Can I cancel or pause my monthly bookkeeping package?

Yes. We believe in clear boundaries and flexible support. If your needs change, we’ll adjust your plan or pause services – no hard feelings.

To maintain consistency and ensure a smooth transition, we do ask for 30 days’ notice before canceling monthly support. This allows us to wrap up your books properly, deliver final reports, and prepare any handoff materials you may need.

We’re here to support you — even when you’re stepping away. Still need help? Reach us directly on our Contact page.

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