FAQ

Frequently Asked Questions

What services does J.L. Love & Associates provide?

  • Small Business Accounting
  • Outsourced Historical Bookkeeping
  • Bank Reconciliation
  • Accounts Receivable
  • Accounts Payable
  • Bookkeeping Clean Up
  • Income Statement, Balance Sheet, General Ledger
  • Custom Reports
  • We are pleased to offer three levels of service: Essential, Deluxe, and Complex

For individuals and small businesses this means an ability to present a professional image without substantial investments in staff and equipment.  We pride ourselves in our responsiveness as we tailor our services to meet your individual needs.

 

Who are your clients?

We work with small and medium-size business owners of many different industries across the U.S. It’s very important to us to develop strong, friendly working relationships with our clients.

 

What type of professionals do you work best with?

We work best with individuals who are organized and who understand the importance of deadlines. The nature of the work we do requires that we receive information regularly from our clients. When clients provide information in a timely manner, it significantly contributes to our success. Because of this, we have found we work best with folks who are organized and committed to the relationship.

 

What can I expect from our initial consultation?

We will talk together about your business, learn what your needs are, and will share with you how we work. We’ll discuss whether one of our packages makes sense for you, or whether we will create a custom package just for you.

JL Love & Associates, Inc. is dedicated to advancing our clients’ success through dependable, trustworthy bookkeeping services.  We are experienced in the fields of bookkeeping and office administration, and take pleasure in crafting customized service for each client’s particular needs.

 

What is historical bookkeeping?

This is also known as “after-the-fact” or “write-up” bookkeeping. This service is for small business owners who need your information summarized for the end of the year or for your tax return preparation. This is for you if you have a low transaction volume or use something other than your accounting file to maintain your records.

Included is posting or downloading of:

  • Manual checks, ATM and debit transactions
  • Credit card or loan activity from statements
  • Cash receipts and deposits
  • Payroll journal entry

 

Why do you need to see my bookkeeping files before we begin working together?

In order to provide you with an accurate estimate of the real bookkeeping needs of your business, a simple report of your income and expenditures isn’t quite enough. We look at the financial history of your business as a whole, including:

  • Two months of bank statements for all cash accounts
  • Sample client invoice
  • Last payroll report
  • Past two months of credit card statements
  • Copies of any loan statements
  • Copy of your QuickBooks file

Getting the “big picture” will enable us to determine what services your business needs and what it really doesn’t need. When we take you on as a client, we are 110% committed to the success of your business!

 

Can you audit my business?

No. Our work as bookkeepers does not extend to auditing or in any way verifying the financial information you give us. The Bookkeeping Review we perform when we first meet is for our internal purposes only. J.L. Love & Associates does not provide any sort of tax or legal information or recommendations, nor do we provide services to discover errors, misrepresentations, fraud, theft or illegal acts.

 

Will you keep my financial information private?

Yes. We will not disclose your financial information to third parties without your express request and consent. Your financial information belongs to you at all times.

 

Who is Jackie Love?

Our President Jackie Love brings over 10 years of bookkeeping experience to her growing business.  In 1999, she earned her B.S. degree in Business from Regents College.  She is a member of the American Institute of Professional Bookkeepers and the International Virtual Assistants Association.

 

Jackie is dedicated to providing superior service to her clients through dependability, personal service, integrity, and professional excellence.