FAQ’s

How do I view my reports?

Once your financial reports are completed, they are generated electronically and uploaded to a private, secure portal. You will be notified via email indicating your reports are complete.

Do you deliver reports?

Yes. Many of our clients require some information to be delivered on a recurring basis or if an item is time sensitive and confidential in nature. We work with the method that fits your organizational needs.

How do I pay my invoice?

Paying your invoice is easy! You may call the receptionist during normal business hours with your credit card information or you may pay your invoice online using the link provided on the invoice.

F.A.Q.

Why do I need professional bookkeeping services?

Successful businesses know whether or not they are making money and where that money is going. As a business owner, you should be informed and be up to date on your finances and how your business is performing. You cannot make an informed decision about your financial growth if you are not informed.

Why should I outsource my bookkeeping functions?

While it may be initially thought to be less expensive to hire an employee (or complete the task yourself), many business owners do not understand the various reports that the IRS requires. It is often a tedious process that you may not have the expertise to complete. Zeno & Associates, Inc. also provides representation on your behalf in the event of an audit.

What should I consider when choosing a bookkeeping professional?

You should consider what specific services you think you will need such as tax preparation, financial reports, balance sheets, invoicing, payroll services, etc. You should also consider costs. Zeno & Associates, Inc. offers a variety of services for a flat fee.

Do you prepare year end taxes?

Yes. We have been preparing tax returns for over 25 years. We offer a substantial discount to our clients who we perform monthly bookkeeping and other financial services for.

What types of clients do you work with?

We have a diverse client base. Our clients include: individuals, non-profit organizations, and multi-million dollar businesses; each with its own unique requirements and goals.

How involved do I need to be?

That depends entirely upon you. Of course, because it is your finances, there will always be a level of involvement on your part. However, we like to make bookkeeping as stress free as possible. The more accurate your records are, the less time it will take and the less expensive it will be.

How much will it cost?

Costs will vary greatly from client to client. The biggest factor will be the number of transactions that are generated monthly and the complexity of those transactions.

How much time does it take?

The time it takes to complete bookkeeping is often difficult to pinpoint. This will depend on the number of transactions that need to be mapped and how organized the information is that is being provided. The time of year also has a bearing on turnaround time. Quarter end and year end financials often take a longer time.

How do I get my information to you?

With today’s technology, there are a variety of ways to submit your information. With our new website, you may create your own unique portal to upload your documents safely and securely! Many of our clients scan and e-mail their documents while others choose to mail them. For an additional fee, you may also prepare your documents and we can schedule to have them picked up (limited delivery area).

What areas do you serve?

Although we are located in beautiful downtown Dallas, TX., utilizing today’s technology, we have clients in many states, including: California, Louisiana, New York, Illinois and even the Bahamas.

Still Have Questions?

Don’t hesitate to reach out to us anytime

Address

1075 W. Griffin St., Suite 104
Dallas, Texas 75215

Phone

(214) 428-2726