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FAQ

  • Can I access your services remotely?
    Yes, all our services are available remotely. We use secure systems for smooth communication and document sharing.
  • Where is IQ-Ledger located?
    We are based in Santa Ana, California, and proudly serve clients across the United States through secure remote accounting services.
  • How secure is my financial data with IQ-Ledger?
    We prioritize client privacy and data protection by using encrypted portals, limited-access file sharing, and compliance with accounting industry standards.
  • What does IQ-Ledger do?
    IQ-Ledger provides expert bookkeeping, Virtual CFO services, payroll processing, tax preparation, financial clean-up, and strategic business advisory to help small and midsize businesses achieve financial clarity and compliance.
  • What industries do you serve?
    We specialize in supporting real estate, e-commerce, healthcare, legal, professional services, and growing small businesses with personalized accounting solutions.
  • Is catch-up bookkeeping included?
    We offer one-time clean-up or catch-up bookkeeping services as part of onboarding or as a standalone service.
  • Do you use QuickBooks or Xero?
    We support QuickBooks Online, Xero, and other accounting tools based on client preference. We also help you choose the right software for your business needs.
  • What bookkeeping services do you offer?
    Our bookkeeping packages include transaction categorization, monthly reconciliation, expense tracking, cash flow reports, profit & loss statements, and custom financial dashboards.
  • Can you clean up backdated or messy books?
    Yes! We specialize in financial clean-up services—whether your books are months or years behind, we’ll organize and reconcile them accurately.
  • How often do you update my books?
    We provide real-time or monthly updates based on your package. You’ll always have up-to-date books for smart financial decisions.
  • What does a Virtual CFO do?
    A Virtual CFO provides strategic financial insights, forecasting, budgeting, and advisory services, offering you CFO expertise without the full-time cost.
  • How can a Virtual CFO help my business grow?
    Our Virtual CFOs provide deep financial analysis, budget planning, KPI tracking, and cash flow strategy to help you scale sustainably and profitably.
  • What makes IQ-Ledger’s CFO services unique?
    Unlike generic services, we tailor our CFO strategy to your niche and work closely with business owners to make strategic decisions backed by numbers.
  • Do you provide financial forecasts and reports?
    Yes, we offer customized financial forecasts, budgeting tools, and in-depth monthly or quarterly reporting tailored to your business goals.
  • Do you handle business tax filings?
    Yes, we manage business tax filings through our trusted partners or work with your existing CPA. We ensure accurate, organized financials for a stress-free tax season.
  • Can you help with quarterly and year-end tax filings?
    Absolutely. We help prepare and file federal and state tax forms, including sales tax, 941, 940, W-2s, and 1099s, ensuring accurate and on-time submission.
  • Do you handle payroll processing?
    Yes! We offer full-service payroll processing including direct deposit, employee onboarding, W-2/1099 issuance, and compliance with state and federal laws.
  • Can you provide historical financial analysis?
    Yes, after cleaning up your records, we offer year-over-year comparisons, cash flow trends, and custom reports to support your business growth.
  • What if I haven’t done my books in over a year?
    No problem! We specialize in clean-up and catch-up bookkeeping services to get your books IRS-ready—fast and accurately.
  • Will I get a report after clean-up?
    Yes, you’ll receive detailed reports showing before-and-after data, plus reconciled financial statements and insights into your current financial health.
  • When can I start using your services?
    Once you sign the service agreement, we start onboarding within 1–2 business days. Most clients are up and running within a week.
  • Do you offer free consultations?
    Yes! Book a 15–30-minute free discovery call to explore how IQ-Ledger can support your business goals.
  • How do I sign up for IQ-Ledger’s services?
    Just fill out our contact form or schedule a free consultation call. We’ll assess your needs and recommend the right plan for your business.
  • What’s included in your onboarding process?
    We start with a financial health assessment, set up your chart of accounts, integrate necessary tools, and assign a dedicated financial specialist.
  • Can I request custom reports?
    Absolutely. We build reports around the KPIs and financial data that matter most to your industry and growth strategy.
  • Do you help with budgeting and forecasting?
    Yes, our team builds realistic budgets and financial forecasts to help you plan for seasonal shifts, hiring, expansion, and investment.
  • What kind of financial reports do I get?
    We provide profit and loss statements, balance sheets, cash flow reports, and custom dashboards tailored to your goals.
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