Bookkeeping question
Start with the state of your bookkeeping.
Tell the office what needs explaining. It can confirm whether your question fits its current work.
Contact the OfficeSomething to sort out?
Name the period and the records involved. Ask whether the office takes this kind of one-time question.
Looking ahead?
Describe the reporting rhythm you need. Ask what an ongoing arrangement would require, if available.
Independent site summary. Verify in the Board directory. Current service scope is confirmed by the office.
One question, then a fit check.
No engagement is assumed from the source page title.
What do you need the books to explain?
A useful first inquiry describes the question without sending private financial records. Give the office enough context to decide whether this work fits its present scope. The business question guide shows other starting points, while the tax preparation inquiry page is for return questions.
Which month, year or span is behind the question?
What statements or reports do you already have?
What are you trying to understand before taking a next step?
Ask which work is current.
The old page title described accounting work. It does not establish that the office now accepts cleanup, continuing bookkeeping, setup or a particular package.
Ask whether it handles your type of question, who would review it, what records it would request, and what the next step would be.
Start with the question, then confirm the fit.
Craig L. Elggren, CPA, PC holds an active Arizona CPA firm registration. Registration does not establish current bookkeeping scope, fees or timing.