FAQ

  • I specialize in working with service-based businesses, including insurance companies, design and engineering firms, and consulting businesses. However, I also work with small businesses across a variety of industries, offering tailored bookkeeping solutions to fit each business’s unique needs.

  • I offer a full range of bookkeeping services, including account reconciliation, financial reporting, budgeting, and monthly tracking of expenses and revenue. I also help businesses set up and maintain their QuickBooks Online accounts for better financial management. If you need payroll services, I partner with ADP, a global provider of payroll services.

  • I offer flat-rate pricing based on the size and complexity of your business’s accounts. This ensures that you know exactly what to expect without surprises. During our consultation, I can give you a more tailored estimate based on your business’s needs.

  • Accuracy is crucial to effective bookkeeping. I ensure accuracy by following a meticulous process for recording and reconciling all transactions. I also use QuickBooks Online, which is a robust, cloud-based accounting software, to help minimize human errors and provide you with reliable financial reports.

  • My clients receive free monthly financial reports, which include an Income Statement (also known as a Profit & Loss statement) and a Balance Sheet. These reports will provide a clear picture of your business's financial health and enable you to make informed decisions.

    I also offer four more tiers of paid report packages of increasing complexity for clients interested in delving deeper into their business’s financial health. If needed, we can also tailor reports to specific metrics that are important to your business.

  • Absolutely! I can review any existing financial records you have and help organize them properly. Whether it’s cleaning up past books or integrating them with your new bookkeeping system, I’ll ensure everything is up-to-date and accurately reflects your business’s finances.

  • I believe in open and clear communication. I’ll be available through email, phone, and scheduled video calls to answer questions or provide updates. We can also set up periodic check-ins to ensure everything is running smoothly and to discuss any concerns you may have.

  • While I focus solely on bookkeeping, I work closely with tax professionals and can provide the necessary financial records and reports to help them prepare your taxes. I am affiliated with The Milano Group, CPAs that specialize in tax issues. I’m happy to recommend them as trusted tax preparers if needed.

  • If you’d like to move forward, we can start by setting up a follow-up meeting where I can review your specific needs in more detail. I’ll provide you with a formal proposal, including the pricing and services we’ve discussed, and once we’re aligned, we can get started!

  • What sets me apart is my personalized approach. I don’t just offer a one-size-fits-all solution. I take the time to understand your business and tailor my services to ensure you have the right systems in place. I also prioritize clear communication and transparency so you always know where your business stands financially.

  • Yes, I use QuickBooks Online, which allows you to access your financial records anytime and anywhere. You’ll have full access to real-time reports, so you can always stay informed about your business’s financial health.

  • The setup time varies depending on the complexity of your business, but typically, it takes a few weeks to ensure everything is properly organized and synced. During this time, we’ll work together to set up your chart of accounts, input past data, and make sure your QuickBooks Online account is fully customized to your needs.