I know trusting someone with your financial information is a big decision. Below are answers to some of the most common questions I receive about my bookkeeping services.
If you don’t see your question here, feel free to reach out — I’m happy to help.
Getting Started
What to expect when working together
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I primarily work with small businesses, sole proprietors, and service-based businesses. If you’re unsure whether your business is a good fit, I’m happy to discuss your needs during a consultation.
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Yes. I offer a free 20 minute consultation so we can talk about your business, your current bookkeeping situation, and how I can help.
This call is a chance to make sure we’re a good fit before moving forward.
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Getting started is simple. You’ll schedule a consultation, and if we decide to work together, I’ll guide you through the onboarding process step by step so nothing feels overwhelming.
Working Together
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I work remotely with clients across the U.S. We use secure, cloud-based software to share financial information, communicate, and keep your books up to date — no in-person meetings required.
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Communication is typically done through email and scheduled check-ins. I believe in clear, timely communication and making sure you always know where things stand with your books.
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I work exclusively with QuickBooks Online. Using one standardized platform allows me to provide consistent, efficient, and accurate bookkeeping services.
If you’re not currently using QuickBooks Online, I can help guide you through getting set up.
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Yes, QuickBooks Online is required for my services. If you don’t already have an account, I can help guide you through selecting the right plan and getting everything set up correctly from the start.
Services & Support
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My services include monthly bookkeeping, transaction categorization, bank and credit card reconciliations, financial reports, and ongoing support to keep your books accurate and organized.
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Yes. If your books are behind or need correction, I offer clean-up services to bring everything up to date before moving into ongoing bookkeeping.
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I do not provide tax preparation or filing services. However, I work to ensure your books are accurate and ready for your tax professional.
Pricing & Billing
Simple, transparent monthly billing
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Pricing is customized based on your business size, transaction volume, and the level of support you need.
After our consultation, I’ll provide a clear quote so there are no surprises.
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No long-term contracts are required. My goal is to build long-term relationships by providing reliable, quality service — not by locking clients into contracts.
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Payments are billed on a monthly basis and are due at the start of each service period.
To keep things simple and consistent, payments are processed through automatic ACH withdrawal. Full payment details are reviewed and set up during onboarding.
Security & Confidentiality
Your information is handled with care
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Yes. I use secure, encrypted, cloud-based systems to protect your financial information and take confidentiality very seriously.
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No. Your information is kept strictly confidential and is never shared with third parties without your permission.