Frequently Asked Questions

  • No, I’m not a licensed CPA and do not offer assurance services. I’m a bookkeeper who manages your small business finances weekly or monthly, offering more affordable services than most CPAs.

  • I do not offer tax services. However, I prepare your financials to make sure they are organized and ready for your tax preparer when needed. I’ll also collaborate with your accountant if they have any questions or require book adjustments.

  • Yes. After we've discussed the parameters of your project, both of us have to sign an agreement that summarizes the details, including the price. The agreement is a good way for us both to ensure that we have the same expectations.

  • I specialize in QuickBooks Online, the gold-standard software for small and medium-sized businesses. One of the benefits of working with this software is that you'll be working with a QuickBooks Online Trained Bookkeeper. I have a strong understanding of the software, allowing me to customize it to meet your specific needs.

  • If you are a one-time or a new client, you'll receive an invoice right away. But if you are a regular client, you'll receive an invoice on the first day of the month. I accept company checks or electronic payments through PayPal. Please be aware that PayPal charges a fee of approximately 3%

  • To efficiently manage your weekly or monthly bookkeeping, I’ll need access to your business’s bank statements and credit card statements. Many banks offer read-only access to accounts, which helps keep fees low and efficiency high. Plus, it means I won’t need to bother you with statements every month.

  • Every business is unique, and so are its bookkeeping needs. I will provide a customized, fixed-rate price tailored to your requirements, ensuring you only pay for the services you actually need.

  • Yes, please let me know

    • when you open a new bank account or credit card

    • change a bank

    • get a new asset or loan for your business

    • unintentionally pay a personal expense using your business account

    • cover a business expense with personal funds

Good communication is like a good calculator — it helps us avoid mistakes and ensures we don’t accidentally break the bank. Let’s keep things clear and error-free, shall we?