What are the fees?

I use a flat rate fee per month. I can talk about your specific business needs and figure how I can best serve you.

What type of bookkeeping services do you offer?

I specialize in QuickBooks and am a QuickBooks Online Certified ProAdvisor. I work remotely, or 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.

How does monthly bookkeeping work?

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

What if I need a more frequent schedule than monthly?

I provide excellent customer service, and we are here to serve you. We can absolutely meet more often to meet your specific business needs. I can even provide weekly cash meetings to help you optimize your cash flow.

When and how do I send my documents to you?

I will need your bank statements every month. We can setup your bank statements to automatically synch with QuickBooks so that you can focus on your business while I handle your bookkeeping. You can also send me your documents if you prefer. I use secure cloud based software and email for document delivery.

When do you deliver my monthly financial reports?

I will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

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

Don’t worry about that. I can help clean-up messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

What if I need assistance for special projects?

Let’s talk about it! I love innovation and am constantly trying new concepts. Let’s work together to improve your special projects and optimized your business.

What if I need tax preparation?

For tax preparation you will need a CPA or a Tax Preparer. We have a great working relation with many and will be able to refer them to you.