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Frequently Asked Questions

What if I don't use QuickBooks Online? 

If you're starting from scratch, I can set up and customize a new QuickBooks Online account—it's what I love to do! If you're using a different accounting software or QuickBooks Desktop, I can seamlessly merge and migrate all your data to QuickBooks Online.

What is the difference between a bookkeeper and accountant?

Bookkeepers and accountants share the same goal but perform different tasks. Bookkeepers manage day-to-day financial operations, recording revenue and expenses. Accountants review and analyze your company's financial standing using the data provided by your bookkeeper.

I work hand in hand with your accountant to ensure they have the accurate data they need, taking the stress away from you.

Do you offer Tax Services?

I do not file tax returns of offer any CPA services. However, by working with me, your books will be organized and ready for a smooth, on time & stress-free tax season!

How do I know if my business is in need of a bookkeeper?

Typically, small business owners start off by doing their own bookkeeping to save on costs. However, managing your books can become overwhelming, especially when you’re focused on running your business.

If you answer "yes" to any of these questions, it may be time to delegate your bookkeeping:

  • Are you overwhelmed with trying to keep up with your books?

  • Do you procrastinate on balancing your books?

  • Do you rely on your bank account balance to gauge your business's performance?

  • Do you wish you had a trusted person to guide you and answer your financial questions?

Having a dedicated bookkeeper can alleviate these burdens, providing you with accurate financial records, peace of mind, and more time to focus on growing your business.

How much does your bookkeeping service cost?

Bookkeeping needs vary for every business. I consider factors such as the number of bank accounts, transactions, and the complexity of services required to create a customized plan.

 

Please reach out to discuss your specific needs and get a detailed quote!

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