Frequently asked questions

  • I provide a range of bookkeeping services including accounts receivable, accounts payable, expense tracking, inventory management, financial reporting and more. Visit my Services page for a detailed list.

  • No! I am US-based and remote. I leverage the latest technologies to provide bookkeeping services effectively and efficiently to clients nationwide. This saves me time and you money.

  • You can get started by contacting me through the website or by phone. We'll schedule an initial consultation to discuss your needs and determine the best service package for your business.

General Questions

  • Yes, I offer customizable packages that can be tailored to your specific business needs. Whether you need full-service bookkeeping or just a few specific tasks, I can create a plan that fits.

  • Absolutely! I can review and clean up your existing books to ensure they are accurate and up-to-date, setting a strong foundation for future financial management.

  • I provide financial reports on a monthly basis, but we can also customize the frequency of reports to meet your needs, whether it’s weekly, quarterly or annually.

  • I primarily use QuickBooks Online for bookkeeping.  I can help you transition from your current software to QuickBooks.

  • While I provide comprehensive bookkeeping services that ensure your records are tax-ready, I collaborate with tax professionals for filing taxes. I can work closely with your CPA or tax preparer to ensure a smooth tax season.

Service-Related Questions

  • I take data security very seriously. I use secure, encrypted software to ensure your financial data is protected at all times.

  • I use secure cloud storage and encrypted email for document sharing.

Security Questions

Pricing and Payment Questions

  • Pricing depends on the services you require and the size of your business. I offer competitive rates and customized packages. Contact me for a personalized quote.

  • Flat-rate packages are by far the most common, but hourly billing is an option if you prefer.

  • I bill on a monthly basis with payment due within 30 days.  I accept various forms of payment, including credit cards and electronic transfers.

  • Absolutely. I can assist in the smooth transition from your current bookkeeping service to my firm, ensuring continuity and accuracy in your financial records.

  • QuickBooks has quite effective online training solutions. I provide associated recommendations as warranted and I am always available for questions that arise.

Additional Services

  • You can contact me via phone, email or through the contact form on this website.

  • If you have any additional questions, feel free to reach out to me directly. I'm happy to provide the information you need.

Contact and Support

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