Frequently Asked Questions

Think of communication like a blueprint for your finances.


Clear instructions and regular updates make sure your books add up, jobs stay profitable, and nothing falls through the cracks.

  • 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 prepare and file your sales taxes as part of my services, ensuring your financials are accurate and compliant. While I don’t provide full tax preparation, I make sure your books are organized and ready for your accountant if they have questions or need 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

I'm ready!