FAQs

What are your fees?

I offer flat-rate pricing based on your transaction volume. No surprise fees, just clear, predictable pricing. Check out my pricing page for details.
How do I pay?

I send invoices on the last day of the month for the upcoming month’s service. Payment is due upon receipt or Net 7, and work will not begin until payment is received.
What bookkeeping services do you offer?

I provide remote QuickBooks Online bookkeeping with bank reconciliation, transaction categorization, financial reports, and AP/AR tracking (as an add-on).
How does monthly bookkeeping work?

Each month, I analyze, categorize, and reconcile transactions in QuickBooks Online. You receive financial reports (Profit & Loss, Balance Sheet, and Cash Flow Statements) to keep you informed.
When do I receive my monthly financial reports?

Reports are delivered by the 10th of each month, ensuring you have up-to-date financial insights.
What if I need more frequent updates instead of monthly?

I typically provide monthly bookkeeping, but if you need weekly reporting or additional support, we can discuss a custom schedule that meets your business needs.
What if my books are behind or need a clean-up?

No worries! I can clean up past transactions and correct any inaccurate records. Cleanup work is separate from ongoing bookkeeping and will be assessed on a case-by-case basis.
What if I need assistance for special projects?

If you need workflow analysis, system optimization, or custom reporting, let’s talk! I specialize in streamlining financial processes for efficiency and clarity.
When and how do I send my documents to you?

If your bank statements sync with QuickBooks Online, no manual uploads are needed. Otherwise, you can securely upload bank statements and other documents through the client portal.
Do I have to use QuickBooks Online?

Yes. I only work with QuickBooks Online clients. If you’re not using QuickBooks yet, I can help you get set up.
Do you offer Accounts Payable & Receivable services?

Yes! I offer AP/AR monitoring & reporting as an add-on to bookkeeping clients. You can choose from Basic, Pro, or Full-Service AP/AR tracking based on your needs.
Do you offer tax preparation?

Not, yet. For now, I focus on bookkeeping & financial tracking. However, I ensure your books are organized and tax-ready so your CPA or tax preparer has everything they need.
Can I schedule a call to discuss my needs?

Absolutely! You can schedule a consultation call to go over your business needs and see if we’re a good fit.

Still have any questions?

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