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Frequently Asked Questions

Question not answered here? Contact me.

Aren’t I okay doing my own accounting with spreadsheets?

Spreadsheets are excellent tools for analysis, financial modeling and database work. I’m a huge fan of Excel but it’s just not intended for entering repetitive transaction data or as a substitute for an accounting system. In addition, it’s just too easy to make a mistake when manually keying in your data.

Can’t I do my accounting myself with Quicken/QuickBooks/Excel?

All of these are great pieces of software but some may be too simplistic for actual business accounting. QuickBooks can be expensive, has a serious learning curve and can be overwhelming for the non-accountant.

Do I need a CPA to keep my books?

CPAs (Certified Public Accountants) and CMAs (Certified Management Accountants) may both be qualified to keep your business’s financial records for you.

CPAs are certified in deep knowledge in specific areas of financial accounting and often answer the needs of those outside of the company such as Wall Street bankers and shareholders.

CMAs specialize in management accounting and additional financial knowledge. They are focused on helping the business’s owners and management to best run the business to exceed its goals and maximize its value.

My business isn’t large enough/complex enough for your services.

Any business can benefit from an accurate picture of their financial condition. If you’re small or starting out, let’s make sure you’re off to a good start. If you’re more established, we can really hone in on the drivers and key aspects of your business and start fine-tuning it’s performance.

What if I’m not satisfied with your services?

If you’re not satisfied with DNA’s services, we’ll promptly refund the charges for any unused months you’ve paid with no questions asked.