bookkeeping Qualifications
Practice Size and Dynamics
The Tuatara Bookkeeping Platform services are only available to our Core and Premium members (you can enroll at the same time for your Membership + Bookkeeping). Our bookkeeping platform services and reporting memberships are best for single location practices with 1 - 4 owners, located anywhere in the US. We currently serve all specialties except Ortho and Oral Surgery.
Payroll Providers
To qualify for Tuatara bookkeeping services, you must be using one of the following payroll providers, or be willing to transition to one of these providers during your 90 day onboarding period.
- ADP
- Paychex
- Paylocity
- QBO Payroll
- Gusto
Banks
We know there are many options for banking, and often those options are tied to practice or real estate debt. As such, we do not have an exhaustive list of which banks are part of our bookkeeping platform options. Instead, we just require that any banking relationships you have are able to be synced to your Quickbooks Online file. We will confirm your banking relationships comply during our Pre-Engagement Assessment.
Credit Cards
We encourage practices to keep it simple with credit cards. All cards are required to be business, not personal, cards and be able to be directly synced to your Quickbooks Online file. We will confirm your credit card relationships comply during our Pre-Engagement Assessment. If your practice has an excess number of cards, we will propose a simplified process that must be in place by the end of your 90 day onboarding process.
Check Writing
All checks, including patient refunds, must be written from Quickbooks or BILL. Handwritten checks are not allowed for our bookkeeping platform services. If checks are currently handwritten, we will train the team on printing checks from QBO during our 90 day onboarding process.
1099 Reporting
All of our bookkeeping clients are offered the option for the Tuatara Bookkeeping Platform team to prepare and file Form 1099s on the practice's behalf. Please indicate on your engagement letter if you would like to have Tuatara file these forms on your behalf. Form 1099 filing is done for an additional fee per form filed, as detailed in the engagement letter.
Compliance Services
Our bookkeeping platform services are for bookkeeping only and not compliance services. If your current bookkeeper is maintaining any of your current compliance services, we want to ensure you have a plan for who will manage those services going forward. We will review these services during our Pre-Engagement Assessment to be sure you have a provider. Some examples of these services include:
- Personal Property Tax Filings
- Census Data collection and/or reporting
- Sales and Use Tax Filings
- Unclaimed Property Filings
- Fixed Asset Listing Maintenance