Frequently Asked Questions

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We specialize in QuickBooks and are QuickBooks Online Certified ProAdvisors. We work remotely and can set up virtual meetings to help you better understand your bookkeeping. We utilize cloud based software for easy and secure document transfers.

Yes! Most CPAs are focusing on completing your tax returns at the end of the year. Accountants and Bookkeepers focus on getting and keeping your business’s finances in order throughout the year so come tax time, you can hand everything over to your CPA or Tax Accountant.

The best time to hire a bookkeeper is before your finances become overwhelming. If you're spending too much time trying to keep up with your books, unsure if your records are accurate, or just want more clarity and organization in your business, it’s time.

Whether you’re just starting out, growing fast, or getting ready for tax season, a bookkeeper can help you stay on track, avoid costly mistakes, and focus on what you do best - running your business.

We offer services at a flat monthly rate. During your consultation, we'll discuss your specific business needs and how we can best support you. After reviewing your current records and setup, we'll provide a custom estimate tailored to your situation.

We analyze and record all of your transactions through QuickBooks to prepare accurate monthly financial statements, including your Profit & Loss and Balance Sheet. These reports give you a clear picture of your business's performance, helping you make confident, informed decisions. 

We will need your bank statements every month. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. 

We will have your financial reports delivered to your email within the first 5 business days of every month so that you can better plan for your business. 

No worries! We offer catch-up and clean-up services to get your books back on track. Whether you're a few months behind or haven't touched them in over a year, we'll review your current records, identify what needs to be fixed, and get everything organized and accurate. 

Once we’ve caught things up, we can move into ongoing monthly bookkeeping to keep you current and stress-free going forward.

We don't file taxes, but we make tax season much easier by keeping your books organized and accurate all year long. We'll provide clean financial reports that you can share with your tax professional and we're happy to collaborate with them to ensure a smooth filing process.