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. If you already use QBO, great! You will invite me to your existing site as a user.

    Note: If you use an accounting software that you are unable to transition away from, let’s chat! There are exceptions and other solutions available.

  • 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 understand circumstances can change. Services are billed monthly, and you can make adjustments with appropriate 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.