Frequently Asked Questions

1. What services do you offer? I offer monthly bookkeeping, financial reporting, and consulting services for small businesses. My goal is to help you streamline your financial processes and make informed decisions to grow your business.

2. How do you charge for your services? I offer flat-rate monthly packages based on the size and complexity of your business. This allows you to budget for your bookkeeping needs without any surprises.

3. Do I need to be local to work with you? No, I work with clients all over the country. With cloud-based accounting software and virtual meetings, it makes it easy and efficient to meet your needs.

4. What accounting software do you use? I am proficient in QuickBooks Online, Xero. I can also work with your existing software if you prefer.

5. How often will I receive financial reports? You will receive monthly financial reports that provide a clear snapshot of your business's financial health. These reports include profit and loss statements, balance sheets, and cash flow statements.

6. Can you help me with my taxes? While I do not provide tax preparation services, I will work with your CPA or tax professional to ensure your books are tax-ready. I will also provide financial reports and documentation to support your tax filings.

7. How do I get started? Getting started is easy! Simply fill out the contact form on my website, and I will reach out to schedule a free consultation. During the consultation, we will discuss your business's needs and how I can help you achieve your financial goals.

8. Why should I hire a virtual bookkeeper? Hiring a virtual bookkeeper offers several benefits, including cost savings, flexibility, and access to specialized expertise. With a virtual bookkeeper, you can focus on growing your business while leaving the financial details to a professional.

9. Is my financial information safe and secure? Yes, I take data security and privacy seriously. I use secure, encrypted software to manage your financial information and ensure that your data is protected at all times.

10. What industries do you specialize in? I have experience working with a variety of industries, including retail, hospitality, and service-based businesses. I can adapt to the unique needs of your industry to provide personalized bookkeeping services.

11. Do I need to clean-up my books before hiring a bookkeeper? Nope! You have a person to do all of that for you now. Together we will get your books back to looking great. When you onboard we will spend quite a bit of time and go over your books together so that you can explain anything that needs explaining and from there I will do what I do best so that you can do what you do best.