Is this bookkeeping firm located in the US trustworthy?

Determining the legitimacy of a US-based Bookkeeping firm involves several key steps:
Verify Registration and Licensing: Check if the firm is registered with the appropriate state authorities. This can typically be done through the state’s Department of Revenue or similar agency that maintains records of business registrations.
Check Professional Certifications: Ensure that the firm’s staff hold relevant professional certifications, such as Certified Public Accountant (CPA) or Certified Bookkeeper (CB), which indicate adherence to specific standards and ongoing education.
Review Online Presence and Reputation: Look at the firm’s website and social media pages for professionalism, transparency, and client engagement. Read reviews and testimonials on platforms like Google Reviews, Yelp, or Trustpilot to gauge customer satisfaction and trustworthiness.
Ask for References: A credible Bookkeeping firm should be willing to provide references from current or past clients. Contacting these references can offer insights into the firm’s reliability, quality of service, and professionalism.
Evaluate Communication and Services: During initial communications, assess their responsiveness, transparency in pricing, and willingness to answer questions. A legitimate firm will clearly outline their services, fees, and terms of engagement without ambiguity.
Check Industry Affiliations: Membership in professional associations such as the American Institute of Professional Bookkeepers (AIPB) or the National Association of Certified Public Bookkeepers (NACPB) is a positive indicator, as these organizations enforce ethical standards and promote continuing education.
Examine Historical Complaints: Research any complaints or disciplinary actions filed against the firm through the Better Business Bureau (BBB) and state licensing boards. This history can reveal patterns of unprofessional behavior or client disputes.

By conducting thorough checks in these areas, you can make a more informed decision about the legitimacy and trustworthiness of the US-based Bookkeeping firm in question.