Frequently Asked Questions

  • I handle your bookkeeping from start to finish: categorizing transactions, reconciling accounts, preparing financial reports, and keeping everything clean and organized.

    I also provide HR support services: onboarding, payroll, policy/handbook maintenance, benefits administration, and more.

  • Yes. QuickBooks Online is the platform I use to manage all client accounts. It keeps everything secure, organized, and easy for both of us to access.

  • Bookkeeping pricing depends on the package you choose and the volume of your monthly transactions. HR pricing depends on the services you need. I’ll give you a clear quote upfront with no surprises.

  • Absolutely. Cleanup and catch-up work are common, and I handle it all the time. I’ll get everything organized and back on track before starting regular monthly service.

  • While a one-year commitment is standard, I am flexible based on your needs. Services are billed monthly, and you can adjust or cancel anytime with notice.

  • Yes. I’m a one-owner business, so you get consistent communication and personal attention, no call centers, no hand-offs.

  • I work with nonprofits, small businesses, construction companies, contractors, restaurants, churches, and a variety of service-based businesses. If you take payments, spend money, and have staff; I can help.

  • Yes. Payroll, invoicing, bill pay, 1099 filing, and other services are available as add-ons. You only pay for what you need.

  • Email, phone, text, scheduled calls, in-person or video meetings, whatever works best for you. I respond quickly and keep communication straightforward.

  • Most new clients are set up within a few days. Cleanup projects depend on how far behind the books are, but I’ll give you a timeline before beginning any work.

  • Yes. All bookkeeping is done through secure, encrypted platforms with controlled access. Your data stays safe and private.

  • Typically: bank statements, receipts (if relevant), access to accounts, and any updates on business activity. My goal is to keep the process simple so it doesn’t take much of your time.