Frequently Asked Questions
What are your fees?
We offer a simple flat monthly rate. During our consultation, we’ll discuss your specific business needs and determine the best way we can support you.
How does monthly bookkeeping work?
Each month, we review and categorize your business transactions in QuickBooks to prepare accurate financial reports—including your Profit & Loss Statement and Balance Sheet.
What type of bookkeeping services do you offer?
We specialize in QuickBooks Online and are Certified QuickBooks ProAdvisors. We work remotely. We use secure, cloud-based software to make document sharing easy and efficient.
How do I send you my documents?
We’ll need your bank statements each month. We can securely sync your bank and credit card accounts to QuickBooks, or you can upload documents using our secure, cloud-based system. You can also email them if that’s easier for you.
What if I need more frequent updates than monthly?
No problem! We’re here to support you. If your business needs more frequent check-ins, we can meet on a bi-weekly or weekly basis.
When will I receive my monthly financial reports?
You’ll receive your monthly financial reports by the 10th of each month, giving you timely insights to help you plan and grow your business
What if my books are behind or need clean-up?
No worries—we’ve got you covered. Whether your books are a little behind or need a full clean-up, we’ll review everything by doing a prepaid diagnostic review. Check out my service page for more details.
Can you help with tax preparation?
While we don’t prepare taxes in-house, we’re happy to work with your CPA or tax preparer to ensure they have accurate, up-to-date financials. If needed, we can also connect you with trusted tax professionals in our network.