Frequently Asked Questions

1. What’s the difference between a bookkeeper and an accountant?

A bookkeeper helps keep your day-to-day finances organized—tracking income, expenses, bills, and keeping everything up to date. An accountant usually steps in for tax prep, filing, and big-picture financial advice. Think of bookkeepers as the daily maintenance and accountants as the year-end specialists.

2. Do I still need a bookkeeper if I use QuickBooks or another accounting software?

Yes. Software like QuickBooks is a great tool, but it still needs someone to manage it properly. A bookkeeper ensures your records are accurate, categorized correctly, and kept up to date—saving you time, money, and potential headaches down the line.

3. How often do I need bookkeeping services?

 At CruzNest, we tailor bookkeeping frequency to your unique needs. Most clients benefit from monthly updates to keep everything organized and on track, but we also offer weekly, quarterly, or even one-off cleanup services to fit your business perfectly!

4. What makes CruzNest different from the rest?

At CruzNest, bookkeeping isn't just about numbers—it's about providing full-spectrum support. Alongside accurate financial tracking, we offer inclusive administrative assistance such as compliance support, document organization, and day-to-day business management tasks.

We also bring specialized experience in construction, utilities, property management, and the arts, which means we understand the operational needs of your business, not just your books. Our services are tailored, personal, and built around helping you stay organized, efficient, and focused on what matters most.