You will be assigned an Account Manager responsible for maintaining your account. We also have a team of bookkeepers who assist the Account Manager as needed.
Yes, we encourage your tax accountant’s involvement from the beginning. We work closely with the client and tax accountant throughout the year.
Although QuickBooks Desktop is capable, we do recommend converting to QuickBooks Online for most clients. QuickBooks online allows for easier collaboration when working with outsourced bookkeepers.
Yes, we will do the conversion for you during the onboarding process.
Yes, this is another advantage of using QuickBooks Online. You can also assign roles and permissions based on the users level of access.
We will work with any payroll provider you choose.
Part of our onboarding process is to determine a meeting frequency that best suits you and your business needs.
No, all of our services can be provided remotely. However, our office is always open if we need an in-person meeting.
Partnering With Capri Bookkeeping
Collaborating with our experienced bookkeeping professionals brings structured oversight and an objective perspective to overall account management. Outsourcing financial tracking to our qualified team eliminates the overhead costs associated with full time internal payroll while maintaining reliable accounting records. Whether your business is just starting out or is a multi location corporation, our tailored bookkeeping solutions give you accurate numbers to support confident business growth. Reach out to our team today by calling (856) 229-0941 for South Jersey or (954) 860-8788 for South Florida to discuss how our bookkeeping services can support your company.
