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Let’s Simplify Your Finances
Managing your books doesn’t have to be stressful. Whether you’re ready to streamline your bookkeeping, catch up on past records, or learn how to navigate accounting software like QuickBooks, I’m here to help.
Some General Questions
What bookkeeping services do you provide?
Yes, I specialize in catch-up bookkeeping to bring your financial records current quickly and accurately. Whether you’re preparing for tax season or just need clarity, I’ll ensure your books are organized and up-to-date.
Do you offer catch-up bookkeeping for past periods?
Yes, I specialize in catch-up bookkeeping to bring your financial records current quickly and accurately. Whether you’re preparing for tax season or just need clarity, I’ll ensure your books are organized and up-to-date.
Can you assist with accounting software setup and training?
Absolutely. I provide personalized training and setup services for QuickBooks and other accounting platforms. I’ll guide you through the process to make sure you feel confident managing your finances.
How are your services priced?
I offer transparent and flexible pricing with three main options:
Basic Package:
- $400/month for essential bookkeeping services.
Standard Package:
- $750/month for more comprehensive support.
- Custom Package: Tailored to meet the unique needs of your business. Pricing is determined based on the specific services required.
For catch-up bookkeeping, I charge an hourly rate and provide an initial quote based on your needs. I strive to stay within the quoted hours, and if it looks like more time will be needed, I’ll have a discussion with you before proceeding. This ensures no surprises and keeps us on the same page.
Do you offer customizable packages to fit different business needs?
Yes, I understand that every business is unique. While my packages are designed to fit most needs, I’m happy to discuss customization options to ensure you get the exact support you require.
Is there a contract period for your services?
No long-term contracts are required. I believe in earning your trust and business month by month. You’re free to cancel anytime with a 30-day notice.
What is your process for onboarding new clients?
Onboarding is simple and seamless. After an initial consultation, I’ll guide you through the process of sharing your financial data securely. Together, we’ll set clear goals and establish a communication plan that works for you.
How do you handle data security and confidentiality?
I take data security seriously. All client information is stored securely using encrypted tools, and I adhere to strict confidentiality standards. Your trust is my top priority.
How frequently will we communicate about my financials?
I provide regular updates based on your needs. For most clients, this includes monthly check-ins to review financial reports, discuss trends, and answer any questions. However, I’m always available for additional support as needed.
Which accounting software do you specialize in?
I’m a Certified QuickBooks ProAdvisor and specialize in QuickBooks Online. However, I’m also familiar with platforms like Xero and Zoho Books, and I can adapt to your preferred software.
Can you work with my existing accounting software?
Yes, I can work with your current accounting software as long as it meets your business needs. If you’re unsure, I can help assess whether it’s the right tool for your finances.
Do you provide training for accounting software?
Yes, I offer one-on-one training sessions to help you navigate your accounting software confidently. I’ll tailor the training to your specific needs and business processes.
What kind of support do you offer to clients?
I provide comprehensive support, including answering day-to-day bookkeeping questions, troubleshooting software issues, and offering guidance on best practices. My goal is to make financial management as stress-free as possible for you.
Do you provide financial reports regularly?
Yes, I deliver easy-to-understand financial reports on a monthly basis. These reports give you a clear view of your income, expenses, and overall financial health, helping you make informed decisions.
Are there resources available to help me understand my financial statements?
Absolutely. I offer guides and templates to help you understand key financial concepts. Additionally, I’m always happy to walk you through your statements and answer any questions to ensure you feel confident.