Frequently Asked Questions
What services do you offer?
I offer monthly bookkeeping, account reconciliations, QuickBooks Online setup, historical clean-up, financial reporting, and tax-prep support. My goal is to provide small businesses with accurate, organized, and easy-to-understand financials.
What’s included in the free consultation?
During our free 30-minute consultation, we’ll discuss your business needs, review your current bookkeeping setup (if any), and see if we’re a good fit to work together. It’s a no-pressure way to ask questions and explore how I can help.
Do I need to use QuickBooks?
Yes, I work exclusively with QuickBooks. If you’re currently using another software (or QuickBooks Desktop), I can help with migrating your data to QuickBooks Online and getting everything properly set up.
Do you offer QuickBooks setup?
Yes! I offer complete QuickBooks setup services to help you get started on the right foot—whether you're brand new to QuickBooks or switching from another system. I’ll tailor the setup to your business needs, organize your chart of accounts, connect your bank feeds, and make sure everything runs smoothly from the start. A strong foundation makes for confident bookkeeping!
Do you offer catch-up or clean-up services?
Absolutely! If you’re behind on your bookkeeping or your books need a fresh start, I can help clean up your records and get everything in order — no judgment, just support.
Will you work with my CPA or tax preparer?
Yes! I frequently work alongside CPAs to make sure everything is organized and tax-ready. I believe strong communication and collaboration are key.
Do you offer payroll services?
While I don’t run payroll in-house, I can assist with setting up payroll in QuickBooks or integrating trusted payroll providers like Gusto, ADP, or Paychex, depending on your needs.
How much do your services cost?
Pricing depends on the complexity and volume of your bookkeeping. After our consultation, I’ll provide a custom quote based on the size of your business, number of accounts, and services needed.
What industries do you work with?
I work with a wide range of small businesses — from service-based professionals and trades to online retailers and creatives. If you’re unsure whether we’re a good fit, let’s chat!