Frequently Asked Questions
Please reach us at stan@mortonbookkeeping.com if you can’t find the answer to your question.
What services does Morton Bookkeeping provide?
We offer done-for-you virtual bookkeeping using QuickBooks Online, including account reconciliation, transaction categorization, financial reporting, catch-up and cleanup bookkeeping, and year-end preparation for tax filing. We also offer 1099 preparation and filing, QuickBooks Online training, business and owner tax preparation and filing, IRS representation, Tax Planning & Advisory, and more.
Do you handle accounts payable or receivable?
Not at this time. We currently focus on core bookkeeping functions to ensure accuracy and reliability in your financial reporting.
Do you provide payroll services?
We do not currently manage payroll directly, but we can coordinate with your payroll provider to ensure all transactions are accurately recorded in QuickBooks Online.
Do you offer tax preparation or filing?
Yes! We offer full-service tax preparation and e-filing for businesses and their owners. MBS is a complete one-stop shop.
Which bookkeeping software do you use?
We work exclusively in QuickBooks Online to maintain consistency, accuracy, and efficiency across all client accounts.
Do you offer QuickBooks setup or cleanup services?
Yes. We can set up your QuickBooks Online account from scratch or perform a full cleanup if your books are behind or inaccurate.
Can you work with businesses outside the United States?
At this time, we primarily serve US-based small businesses and entrepreneurs who use QuickBooks Online.
Do you provide catch-up bookkeeping for overdue accounts?
Absolutely. We specialize in helping clients who are months—or even years—behind on their books.
Who handles the bookkeeping work?
All bookkeeping is overseen by Kristi Morton, who has over 35 years of experience in banking and accounting.
What are your business hours?
We’re available Monday through Friday, 9 AM – 5 PM Eastern Time.
How does communication work?
We provide updates and reports via email or secure client portals, and we respond promptly during business hours. Clients can reach us by phone and email during business hours.
What is your response time for client inquiries?
We value responsiveness — you can expect a reply within four hours on business days.
How do I get started as a new client?
We’ll schedule a discovery call to talk about your business and where you think you need help. We’ll review your current bookkeeping setup, discuss your goals, get an idea of your transactions per month and assign a plan. We’ll email a few times back and forth as we get to know your preferences and how you like things classified and that’s it. We’re off and running.
Do you offer month-to-month agreements?
Yes. Our agreements do not lock you long term. We obviously want to make sure we understand your needs at the beginning so we can structure the service to meet your needs. That said, well over 70% of our clients have been with us for 3+ years.
How much do your services cost?
We offer transparent flat-rate pricing based on your total number of transactions combined over all your accounts. Feel free to review our Pricing page, but our starter plan is just $399/month.
Can you work directly with my CPA or accountant?
Absolutely. We often collaborate with tax professionals to ensure your books are perfectly prepared for year-end filing. Connecting us early is often the best approach to clear, open communication without last minute revisions.
What makes Morton Bookkeeping different from AI bookkeeping services?
We combine human accuracy, decades of experience, and real communication. We don’t rely solely on automation — every entry is reviewed by a professional.
Do you use automation or AI tools for bookkeeping?
AI is a magnificent technological achievement, and it certainly has its uses. We are by no means opposed to the use of AI to make lives easier and save money. That said, we only use trusted tools within QuickBooks Online to improve efficiency, and every transaction and reconciliation is personally verified by our team. We do not leave your financial well-being to the robots.
How do you ensure accuracy?
Each client’s books are reviewed by Kristi personally, and we maintain detailed checklists and review procedures for every account.
How do you keep my financial information secure?
We use encrypted communication, two-factor authentication, and secure portals for document transfer and financial access.
Can you help if my books are a mess or years behind?
Yes! Many of our clients come to us overwhelmed or behind on their books. We specialize in getting everything caught up — quickly and accurately.
I hate bookkeeping and avoid it — can you just handle everything?
That’s exactly what we do. We take the bookkeeping burden off your shoulders so you can focus on running your business.
What if I’m behind on taxes?
We’ll review your financials and prior year’s filings, then prepare the tax forms needed for the missing years. And if you need bookkeeping catch-up or cleanup we can help there too. Finally, we’ll review any IRS notices or representation needs separately.
Do you work with any specific industries?
We work with a variety of small businesses — from real estate agents and service-based businesses to consultants and trades.
How do I contact you to get started?
You can use the chat function on the site, email us directly, or give us a call to schedule a free consultation with Kristi or Stan. We’ll make bookkeeping one less thing to worry about.