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Accounting questions, answered
FAQ
Everything to know before your first call
Q1.
DK360 Business Services is an outsourced accounting firm for U.S. businesses and CPA firms. We provide bookkeeping and accounting, payroll support, compliance support, virtual CFO services, virtual accounting assistants and books cleanup, working as a dedicated extension of your in-house team.
Q2.
We start by learning your processes, tools and reporting requirements. Then we work inside your systems, follow your SOPs and deadlines, and deliver consistent, accurate output without disrupting your existing workflow. You get a dedicated point of contact [confirm] and reporting on the schedule you set.
Q3.
Yes. We review past transactions, correct categorization, reconcile bank and credit card accounts and bring your records up to date. If your books are beyond repair, we can start a fresh set of books with your historical data, then keep them clean with ongoing bookkeeping.
Q4.
We work in QuickBooks Online, QuickBooks Desktop, Xero, NetSuite and Microsoft Dynamics 365, along with client-specific CRMs and reporting tools. We adapt to the platform you already use instead of asking you to switch.
Q5.
Book a free consultation. We discuss your business, the state of your books and what you need, then recommend the right mix of services [confirm: and share a proposal]. Once you are on board, we get access to your systems, document your SOPs and begin work.
Q6.
Our bookkeeping covers transaction categorization, bank and credit card reconciliations, accounts payable and receivable management, general ledger maintenance, cash flow management and financial statements, including the profit and loss statement, balance sheet and cash flow statement. We work on a daily, weekly or monthly schedule.
Q7.
We assist with payroll processing, payroll reconciliations and W-2, W-3 and 1099 forms. For compliance, we provide preparation support for Forms 1099, 940 and 941, sales tax filing support and backend support for tax compliance processes, along with federal and state payroll compliance assistance.
Q8.
Yes. We prepare periodic P&L statements, balance sheets and management (MIS) reports. Our virtual CFO support adds budgeting, forecasting, cash flow analysis and audit documentation support, giving you CFO-level insight without a full-time hire.
Q9.
DK360 works with U.S. businesses across a range of industries, including construction, home building and HVAC and trade contractors [confirm and add industries], as well as the CPA firms that serve them. Our processes adapt to each industry's accounting needs, from job costing to payables-heavy operations. [confirm job costing]
Q10.
Suggested draft: Confidentiality is part of our commitment to integrity. We sign NDAs, work inside your own systems with access you control, and limit data access to the team members assigned to your account.


