Frequently asked questions

Will I lose control if the books are kept by an outside service?

No. Let's face it, you are probably researching our website because you already have or in the process of losing control of your books in the first place. AFO ASSOCIATES will improve the financial reporting for your company and all your data will be available at your fingertips!

Do I have to leave my current CPA?

Of course not. You will be able to maintain your relationship with your CPA. AFO ASSOCIATES will coordinate between you and your CPA and provide them with any data they require.

Does the CPA have access to my books?

Only with your express permission.

What will it cost?

Please see our "Plans & Pricing" page to review the various options. Also remember that all plans can be customized to suit particular needs.

How do I get started?

All you have to do is contact us by phone or email and we can begin discussing what your business needs are.

I still do my accounting and bookkeeping manually. Can you help me set up accounting software?

We're not afraid of extra paper and receipts stored in a shoebox! We can help you upgrade to user friendly accounting software. The 21st century awaits your arrival!

I’m opening a new business and have no idea where to begin when it comes to bookkeeping. Can you help me with what I need to do to get started?

We love helping new entrepreneurs get their businesses up and running! Review our website, then get in touch with us so we can discuss your needs.

I just bought QuickBooks, but have no idea how to use it. Can you help me get started?

We can help! QuickBooks is one of our specialties!

I already have a CPA/tax preparer. Can I still work with you?

Of course you can! In fact, your CPA will appreciate having accurate, well-organized reports to work with. By saving your CPA time, you can save money!

What are Add-ons?

Add-ons are defined as merchant processors, loans, lines of credit, or payroll providers.

What are Account Reconciliations?

Account Reconciliations are defined as any bank, credit card, or PayPal account that contains business-related transactions.