FAQ
FAQ
A bookkeeper handles the day-to-day tracking of income, expenses, and financial records to keep your books organized and up-to-date. An accountant typically uses those records to file taxes, offer financial advice, or do high-level analysis.
I provide day-to-day bookkeeping support including income and expense tracking, bank reconciliation, invoicing, bill payments, project tracking, limited payroll support, and monthly financial reports using QuickBooks Online.
While QuickBooks Online is my specialty, I can also support clients who use Google Sheets or similar tools. I'm happy to discuss what works best for your setup.
I specialize in helping small businesses, solopreneurs, and service-based professionals, but I’m open to working with any client who values accuracy, organization, and dependable support.
If we decide to work together, here are some of the informations I will need from you:
What version of QuickBooks do you have (if any)?
Bank accounts used (including credit cards and other).
How do you organize receipts/financial documents?
How many employees do you have (if any)? Which payroll service do you use?
Is there anything unique about how you’d like your P&L organized (pre-set accounts, classes, tracking jobs, etc.).
How do you prefer I communicate with you (text, email, call)? Would you prefer a monthly phone call or questions as they come?
What is the price range you are looking for (per month) for a bookkeeper?
What is the biggest challenge in your business right now?
Before we set up our first meeting ("The get to know each other and find out what best way I can help you") I will send you via email an Intake form which will give me a inducation of what kind of services you need. I will need that returned to me 2 days before our 30 min FREE consultation meeting
Simply fill out the contact form or send me an email and I’ll follow up within two business days to schedule a free 30-minute consultation. We’ll talk about your needs and see if we’re a good fit!
Please see the detailed steps in the page Work with me Process
**Please note my availability during weekdays are usually afternoons and evenings, during weekends requested scheduled timings are flexible.**
Pricing varies based on the size and complexity of your business. I offer transparent flat-rate packages tailored to your needs. You can view starting prices on the Services page.
Absolutely. I treat every client’s information with the highest level of confidentiality and care. Your financial data is always protected and never shared.
That’s totally fine! I offer one-time projects such as account cleanup, historical catch-up, or preparation for tax season.
Absolutely! I’m happy to work alongside your CPA to make sure everything is organized, accurate, and tax-ready. My goal is to keep your books clean and up-to-date so your CPA can focus on strategy and tax filing without delays.
Yes! Whether you’re a few months or a year behind, I can help get your books in order so you can move forward with confidence.
I am a Certified QuickBooks Online ProAdvisor & a Certified Bookkeeper through Intuit, which means I have completed official certifications (see my badges on contact me page) and stay current with ongoing updates directly from the makers of QuickBooks. I have also completed the Akadian Fast & Easy QuickBooks Online Program — a CPA-approved, hands-on training that covered real-world bookkeeping workflows such as invoicing, payroll, reconciliation, inventory, reporting, and 1099 processing.
You can view my verified Akadian training profile, which outlines the skills and modules I have completed, here: View My Akadian Training Profile.