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FAQ

You have questions? I have answers!

DO YOU FILE TAXES?

I do not provide standard business tax filing services. If you don't have a tax preparer you love, I'd be happy to help you find one who would be a good fit for your business!

If you need help with sales tax filing or payroll taxes, though, let's talk!

CAN YOU TRAIN ME TO USE QUICKBOOKS?

I don't offer QuickBooks training to non-clients. If you're new to QuickBooks, though, and you're signing up for recurring bookkeeping services with me, I'm happy to help you learn the basics. It makes both of our lives easier!

DO YOU OFFER QUICKBOOKS REVIEWS OR BACK/CLEANUP WORK?

I'm happy to help you get caught up or cleaned up! Due to the time commitment involved, though, I only offer this service to clients who sign up for recurring monthly bookkeeping services.

HOW MUCH DO YOUR SERVICES COST?

It depends on the size and complexity of your business. For recurring monthly bookkeeping, your monthly retainer may be anywhere between $300 and $1,000, based on transaction volume.

I don't like to surprise you with unexpected costs, so I make sure I've gathered all pertinent information before putting together a custom estimate. This way, you get an accurate price from the get-go!

IS THERE A TIME COMMITMENT?

No! All of my monthly bookkeeping services are provided on a month-to-month basis. I do, however, ask for a 30-day notice if you ever wish to discontinue services.

DO YOU OFFER A LARGER OR CUSTOM PACKAGE?

I customize every bookkeeping package to you! The packages shown on my Services page are a starting point, but I never want you to pay for something you don't need! Contact me today for a free consultation and custom quote!

ARE YOU A CPA?

I'm not a CPA. I am, however, a trained bookkeeper (and QuickBooks Online ProAdvisor) who will organize your small business finances for you each month at a lower cost than many CPAs charge.

HOW ARE YOU DIFFERENT FROM OTHER BOOKKEEPERS?

You won't get standard, run-of-the-mill bookkeeping here. I offer personalized services tailored to the unique needs of each client, whether that's a small business, a non-profit, or an individual. I'm also committed to providing strategic insights that can optimize your operations and drive growth.

I'm invested in your success, because when you succeed, I succeed! You'll never wonder if I dropped off the map, because you'll hear from me consistently on a weekly and monthly basis. I'm readily available to answer questions and address concerns, so you always have a trusted partner in your financial journey.