Frequently Asked Questions

Read our FAQs to learn how Greenlight Financial can help you.

Why switch from my current accountant?

Business growth is one of the biggest reasons to move on from your accountants. At the first sign that your accounts are getting too complex for your accountants to handle it’s time to look elsewhere. Has your accountant outgrown you? In some cases it may be your accountant who has grown too big for you.

Why Greenlight Financial?

 The benefits of making Greenlight Financial part of your team are:

• You focus on running your business, not your accounting function

• You gain an accounting/bookkeeping solution that adjusts as your business grows, without the accompanying staffing and training costs

• You add a high level of accounting expertise

• You improve your financial controls and gain a clearer understanding of your financial health

• You gain expert training, as needed, in accounting and bookkeeping functions and QuickBooks

What makes you better than other accountants?

You could hire any number of professionals to take care of bookkeeping and generate financial reports. However, a good accountant is able to find ways to reduce expenses, restructure debt, find legal loopholes in the system, and improve efficiency.

Do I need to pay for a consultation?

NO! We Offer 30 minute consultations for free. 

How does it work?

We’ll work with you to identify the services you need. Then we’ll set up a process by which data is collected, recorded, and handled efficiently and timely. Spend your time building your business and your profits; let us handle your bookkeeping, recordkeeping, and report filing. If you already have a QuickBooks file, you can email it to us via WeTransfer. Once received, we will upload it onto our secure server and send you login access via Remote Desktop Connection. You will have access to your file 24/7.

Can I cancel at any time?

Absolutely. We will just transfer the QuickBooks file to you.

Can you take over where our in-house accountant left off?

Yes, we can assist in a timely manner. We perform an assessment of your needs and the most cost-effective way to handle your accounting needs in order to have timely and accurate financial statements.

What Documents do I need to bring for Taxes?

Income and Investment Information

Form W-2 Wage and Tax Statement -Your W-2 shows how much you earned and how much was withheld for taxes.

Bank or financial institution statements – Did you make contributions to an IRA? You’ll need a Form 5498. Are you paying down student loan debt? Be sure to grab your Form 1098-E.

Last year’s state refund amount – If you filed.

Other miscellaneous income records – This could include award money, gambling winnings, lottery pay-outs, etc.

Any (and all) Form 1099s

How do we differ from hiring an in-house bookkeeper?

The major difference between an in-house bookkeeper and Greenlight Financial is OUR TEAM. At Greenlight Financial, you have access to a group of individuals with various levels of experience and expertise. Differences include:

• Accurate and professional small business accounting packages

• Defined customized pricing

• Time to focus on running your business

• Save money on payroll taxes, employee benefits and training

• Save on office space and overhead

• Reduced CPA fees at year-end

How else can you help me besides preparing my monthly accounting and tax preparation?

We are a full-services accounting firm, assisting businesses with a wide-range of services, from monthly, quarterly, or annual accounting, to tax planning, and any IRS tax problems they may be faced with. From wage levy release, to payroll tax problems, and more.

What exactly can the Greenlight Experts do for me?

Greenlight Financial’s full-service team provides multiple services with an emphasis on maximizing value to the client through our knowledge, insight and meticulous methodology.

How much does it cost?

Every business is unique. As such, we seek to apply customized, creative solutions especially tailored to address the needs of each client by leveraging institutional knowledge, establishing a strategic financial strategy and ultimately maximizing cost-efficiency for financial services. In order to give you an exact quote, we first want to find out a little more about your business and accounting needs. Rest assured that we work with many small business and our rates are designed to fit the budgets of our clients.

I haven’t kept track of my bookkeeping for a long time. Do you provide catch-up services?

Yes, at a reduced rate. Give us a call for a quote.

I know how to use QuickBooks. Do I still need your services?

QuickBooks and other software packages are only tools for entering information. We can help you to interpret this information through financial reports and projections. Monthly balance sheets and detailed general ledger, and consultation and tax advice throughout the year to ensure that measures are implemented to allow you to take advantage of changing tax laws, minimize your taxes, and become more profitable.

What industries do you serve?


If you operate a construction management firms, or are a general contractor, subcontractor, residential developer, or own a business in the construction-related trades, you need an accounting firm that understands the business.


From keeping up with the latest dental techniques to hiring employees and payroll and tax compliance, managing a dental practice is more complicated than ever. With our accounting services for dental practices, you’ll have more time to focus on your patients.


Our specialized knowledge of the healthcare industry has helped numerous medical practices thrive, and we’re ready to help you. Why not let us take care of your healthcare accounting needs so you can focus on taking care of your patients?


From assistance with financing options to structuring “the deal” and projecting revenues, it’s vital to use a tax and accounting firm that understands the financial and operational challenges faced by businesses in the hospitality industry.

Law Firms

Our team of experienced tax and accounting professionals is ready to help your law firm achieve the financial success it deserves.


Our specialized knowledge of the manufacturing industry has helped numerous companies improve their bottom line through increased efficiency of their accounting processes.

Real Estate

Our specialized knowledge of the real estate industry has helped many real estate professionals thrive, and we’re ready to help you too.

Many More!

Call Us!