FAQ

What is a bookkeeper?

A bookkeeper records and tracks a business's financial transactions, ensuring accurate financial records and reports, which are essential for tax compliance, cash flow management, and informed decision-making.
What are the different methods of bookkeeping for businesses?

Bookkeeping can be done manually using journals and ledgers, excel spreadsheets, or digitally using cloud-based accounting software. Some businesses also opt for outsourced bookkeeping services or hire in-house bookkeepers to manage their financial records.
How often should bookkeeping be done for a business?

Bookkeeping should ideally be done regularly, such as monthly or quarterly, to ensure that financial records are up to date and accurate. However, the frequency may vary depending on the size and complexity of the business.
Who can perform bookkeeping tasks?

Bookkeeping tasks can be performed by professional bookkeepers, accountants, or individuals with knowledge of financial record-keeping and GAAP principals. Small business owners can also learn bookkeeping basics to manage their own financial records through training with a professional.
What are the key benefits of bookkeeping for businesses?

Bookkeeping helps businesses track their financial transactions, maintain accurate records, make informed financial decisions, and ensure compliance with tax regulations.
Who needs bookkeeping services?

Bookkeeping services are essential for small businesses, freelancers, entrepreneurs, and any organization that wants to maintain accurate financial records and make informed financial decisions.
What are the common bookkeeping mistakes to avoid in business?

Common bookkeeping mistakes to avoid include mixing personal and business finances, neglecting to reconcile accounts regularly, not keeping proper documentation, and failing to categorize expenses correctly.
Do you offer virtual bookkeeping services?

Yes! I can service any business anywhere. My firm is completely remote.
Do you provide tax services for businesses?

No, I do not offer tax services for businesses. However, I can recommend reputable tax professionals or firms to assist with your tax needs.
What services do you offer?

I offer monthly bookkeeping, catch-ups and clean-ups, Quickbooks Online setup, training, and diagnostic reviews. I do not prepare taxes.
How much do your services cost?

My services start at $199 a month and I use value-based pricing, which means my rates are tailored to each client’s unique needs rather than a one-size-fits-all approach. Pricing is based on the complexity of your finances, the level of service required, and the specific support your business needs. This ensures you get the best value for your investment—paying for exactly what you need and nothing you don’t. Let’s chat about your bookkeeping needs, and I’ll provide a customized quote that fits your business.
Do you offer one-time or ongoing bookkeeping services?

I offer both! I tailor my services to each business’s needs.
Do you handle payroll and tax preparation?

I offer payroll services and am a Certified Gusto Partner, making Gusto my preferred payroll platform for seamless and efficient processing. However, I do not offer tax preparation services—but no worries! I have trusted colleagues I can refer you to for expert tax assistance.
What accounting software do you use?

My preferred platform is Quickbooks Online. I am a Certified ProAdvisor. I am also proficient in Wave and REI Hub accounting software.
Can you work with my existing accounting software?

Yes!
Do you offer QuickBooks Online setup and training?

Yes, I do. Set-up and Training start at $199.
How do you ensure my financial data is secure?

I take data security seriously and use multiple safeguards to keep your financial information protected. I store documents securely in Google Drive, ensuring encrypted access and controlled sharing. For passwords and sensitive logins, I use LastPass, a trusted password manager that keeps credentials safe. Additionally, I use privacy screens to prevent unauthorized viewing when working in public spaces. Your data’s security and confidentiality are always my top priority.
Do you carry business insurance?

Yes! I have business insurance to ensure professionalism and protection for both myself and my clients. Your financial data and peace of mind are always a top priority.
How do I get started with your bookkeeping services?

Call, text, email—or if you’ve got a carrier pigeon, I won’t say no! It all starts with a conversation, followed by a plan, and then a seamless collaboration. Once we’re set to go, I’ll guide you through adding me to your software and providing access to the necessary documents—making the process smooth and stress-free.
What information do you need from me to begin?

Access to your accounting software Bank Statements Articles of Incorporation Previous Year's Tax Return, if applicable
How often will I receive financial reports?

I leave this up to my clients discretion. I can prepare and send reports at any interval. Most commonly, reports are emailed once monthly.
Can you help me clean up messy or outdated books?

Yes, absolutely! If your books are a bit of a disaster (or a total mystery), I can clean them up and get everything back on track. I’ll sort through the transactions, fix errors, and ensure your records are accurate and up to date. Whether it’s a few months or a few years of financial chaos, I’ll bring order to the numbers so you can move forward with confidence.
Do you require long term contracts?

Nope! I don’t lock clients into long-term contracts. My services are month-to-month, so you have the flexibility to continue as long as it’s the right fit for your business. I believe in earning your trust through great service, not fine print! I ask a courtesy of 30 days written notice for disengagement from either party.