Bookkeeping FAQs

I will. I'm Paula Iamartino, founder of PRI Project and a QuickBooks Online Certified ProAdvisor with more than 20 years of experience in accounting, finance and internal audit. I trained as a CPA in Argentina.

PRI Project is based in Chicago, Illinois. I work with businesses in Chicago, the North Shore (Evanston, Skokie and Wilmette) and across Illinois, either on-site at your office or remotely.

Yes. I work with clients in English and Spanish, from the free diagnostic call to your monthly reports. Ofrezco servicios de bookkeeping en español.

QuickBooks Online (QBO) is cloud-based accounting software that helps businesses manage their finances efficiently and stay organized year-round. One of the advantages of QBO is that you own the software and your financial data. If you ever decide to switch service providers, you can take all your information with you, ensuring a smooth transition.

Yes. I can help you migrate from QuickBooks Desktop to QuickBooks Online, or set up QuickBooks Online from scratch, making sure your data is transferred accurately and without disruptions to your business operations.

Catch Up & Clean Up is a one-time service to organize and update your books if they are behind or disorganized. Monthly Maintenance ensures your books stay accurate and up to date on an ongoing basis.

The Monthly Maintenance Bookkeeping service covers the following processes, among others: Bank and Account Reconciliations (reviewing and reconciling bank accounts, credit cards, loans, investments, and payment platforms like PayPal, Amazon, Stripe, Square, and Shopify); Accounts Payable (coding, posting, bill payments with explicit approval, reconciling vendor accounts, reporting, and issuing 1099 forms at year-end); Accounts Receivable (coding and posting cash receipts and sales, invoicing, statements, reconciling, reporting, and light collections when necessary); Payroll Processing (entering payroll information from the third-party provider of your choice); Financial Reporting (financial management reports, budgeting, and cash flow forecasting); and additional monthly processes such as job costing, department and class tracking, customer deposits/retainers, income/payroll allocations, currency conversions, and Accounts Receivable Financing Factoring reconciliations.

Absolutely! If your QuickBooks Online is already organized and you just need to keep your records up to date, PRI is here to help. My Monthly Maintenance service ensures that your accounting remains accurate, organized, and up to date.

Yes. I can process and record payroll in QuickBooks Online and keep employee information up to date. If you already use another payroll provider, I record that payroll in your books every month. For payroll tax questions, I work with your CPA.

Pricing depends on the complexity and volume of your transactions. The QBO Diagnostic is free, and after it I provide a personalized quote for your bookkeeping needs.

I don't file taxes directly, but I work closely with tax professionals (CPAs) to ensure your books are ready for tax season. If you already have a CPA, I'm happy to collaborate with them to ensure everything runs smoothly. Alternatively, if you need a referral, I can connect you with a trusted CPA.

Yes! Professional accounting and bookkeeping services are 100% tax deductible, meaning they can help reduce your tax burden while keeping your finances organized.

Currently, i do not offer formal training, but we do provide ongoing guidance to our clients on bookkeeping processes. I make sure you can manage your accounting efficiently and reliably, offering support whenever you need it.