What are the fees?

My pricing is based on the size and complexity of your business, using a customized flat-rate model tailored to your specific needs and transaction volume.

What type of bookkeeping services do you offer?

I am a QuickBooks Online Certified ProAdvisor and work exclusively with QuickBooks. I work remotely, however, I can set up in-person meetings to help you better understand your bookkeeping. I utilize cloud-based software for easy and secure document uploads and transfers.

Do you offer virtual bookkeeping services?

Yes, we offer fully remote bookkeeping services using cloud-based software like QuickBooks to ensure easy access to your financial data anytime, anywhere.

How do you ensure the confidentiality and security of my financial information?

We use secure, encrypted platforms and follow best practices in data protection to ensure your financial information is confidential and protected.

Can you help with tax preparation and filing?

While we don't file taxes, we work closely with your CPA or tax professional by providing accurate and organized financial data to ensure a smooth tax preparation process.

What is the difference between bookkeeping and accounting?

Bookkeeping involves the day-to-day recording of financial transactions, while accounting is the interpretation, classification, and analysis of that data for financial reporting and planning.

Why should I hire a bookkeeper for my business?

A bookkeeper ensures that your financial records are accurate, up-to-date, and compliant with tax regulations, allowing you to focus on growing your business.

How does monthly bookkeeping work?

I analyze and record your business transactions through QuickBooks to compile monthly financial statements such as the P&L and Balance Sheet.

When and how do I send my documents to you?

I will need your bank statements on the 1st of every month. I can set up your bank statements to automatically sync with QuickBooks or you can also send us your documents if you prefer.

When do you deliver my monthly financial reports?

I will have your financial reports delivered by the 15th of every month so that you can better plan for your business.

What if my books are behind schedule or need a clean-up?

No Problem! I can help clean up any messy transactions or inaccurate records from your past. We can discuss the details to get those up to date.

What if I need assistance for special projects?

Let’s talk about it! The worst thing I can say is “no”, however, that is unlikely.

What if I need tax preparation?

I am not a tax preparer, however, I know a few CPAs that I can refer you to and send over any information they may need when the time comes.