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Frequently Asked Questions

What if I don't use QuickBooks Online? 

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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.

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What is the difference between a bookkeeper and accountant?

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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.

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

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Do you offer Tax Services?

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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!

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

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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.

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

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  • 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?

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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.

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How much does your bookkeeping service cost?

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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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