Frequently Asked Questions

What type of bookkeeping services do you offer?

I specialize in QuickBooks and I am a QuickBooks Online Certified ProAdvisor. I work remotely and can set up virtual meetings to help you better understand your bookkeeping. I utilize cloud-based software for easy and secure document uploads and transfers.

What are the fees?

I use a flat rate fee per month based upon your business size and specific needs.  We can discuss how I can best serve you.

How does monthly bookkeeping work?

I analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet.


What if I need a more frequent schedule than monthly?

I provide excellent customer service, and I am here to serve you. We can absolutely meet more often to meet your specific business needs.

When and how do I send my documents to you?

I will need your bank statements every month. We can set up your bank statements to automatically sync with QuickBooks so that you can focus on your business while I handle your bookkeeping. You can also send me your documents if you prefer.

What if my books are behind schedule or need a clean-up?

Don’t worry about that. I can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.