Frequently asked questions

Plain answers about scope, records, pricing, and process.

You do not need to know the accounting terminology before contacting us. These answers explain how the work is structured and what helps it move accurately.

What is an Enrolled Agent?

An Enrolled Agent is a federally authorized tax practitioner who may represent taxpayers before the Internal Revenue Service. Made Over Bookkeeping is an Enrolled Agent-led practice.

Do my books need to be organized before I contact you?

No. You may contact us when the records are incomplete, behind, or unclear. The initial assessment helps identify what is missing. Once an engagement begins, requested records and access must be provided through the agreed process so the work can be completed accurately.

What is the difference between bookkeeping and cleanup?

Recurring bookkeeping maintains a reasonably stable set of books. Cleanup investigates and reconstructs historical periods, inaccurate balances, missing transactions, commingled activity, or records that do not agree with source documents or prior filings. Cleanup is separately assessed and priced.

Why is cleanup priced separately?

Historical reconstruction requires diagnostic work, research, repeated comparison of source records, and documentation of unresolved items. The time required depends on the number of accounts, time period, transaction volume, missing information, prior filings, and system access.

How are service fees determined?

Fees reflect the actual workload: entities, accounts, transaction volume, payroll, tax types, reporting needs, historical cleanup, access barriers, third-party coordination, and urgency. High complexity does not make a client a poor fit; it means the scope and price must match the work.

What information am I responsible for providing?

Depending on the engagement, you may need to provide complete statements, payroll information, employee or contractor records, tax documents, notices, loan and asset records, transaction explanations, system access, and timely approvals. Your engagement documents will identify the specific responsibilities.

Why do you require one document process?

A single approved process reduces missing attachments, duplicate records, conflicting versions, insecure delivery, and time spent searching through email and text threads. Sensitive information should not be sent through the public contact form.

What happens when documents arrive after the cutoff?

Late information may move the work to the next available completion date, require an extension, or be handled as separately priced rush work if capacity allows. The original deadline cannot be guaranteed when required information arrives late.

Can you process last-minute or rush work?

Sometimes. Rush work depends on capacity, complete information, and the type of deadline involved. When available, it may require separate priority pricing.

Do you provide QuickBooks Online support?

Yes. Services may include setup, accountant access, bank connections, transaction coding, reconciliation, chart-of-accounts work, report configuration, and separately scoped cleanup.

Can you help with a tax notice?

Yes. Please provide the complete notice—not only the first page. We review the notice and supporting records, explain the issue, and determine whether resolution or representation services are appropriate.

Can you handle payroll?

Yes. Payroll support may include calculations, direct-deposit coordination, tax deposits, quarterly filings, employee setup, year-end reconciliation, W-2s, and contractor reporting. Complete information must be submitted by the established cutoff.

Do you prepare business tax returns?

Yes. Made Over Bookkeeping prepares returns for qualifying sole proprietors, partnerships, S-Corporations, C-Corporations, trusts, nonprofit organizations, and individuals.

Do you work with nonprofit organizations?

Yes. Experience includes nonprofit bookkeeping, payroll, tax filings, fund and class tracking, volunteer in-kind entries, financial reporting, and audit preparation.

Do you work with clients outside South Carolina?

The practice primarily serves South Carolina and Georgia businesses. Some services may be available to clients in other states depending on the facts and scope.

How should I send sensitive documents?

Secure document-delivery instructions are provided when appropriate. Do not submit Social Security numbers, banking credentials, tax returns, employee records, or other sensitive information through the public website form.

Can you guarantee a tax result, refund, or reduction?

No. Tax results depend on the facts, records, filing status, entity structure, applicable law, and agency records.

What payment methods are available?

Made Over Bookkeeping does not currently accept credit cards. Available methods may include ACH, Zelle, Venmo, or check, subject to the engagement terms.

How do I get started?

Submit an inquiry describing the service needed, the condition of the records, and any known deadline. We will determine whether an assessment, document request, diagnostic review, or consultation is the appropriate next step.

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