FAQs ♥

  • Welcome! You've got questions, we've got answers. .

  • What is virtual bookkeeping?

    Virtual bookkeeping means I provide all your bookkeeping services remotely, using secure online tools and communication methods. This offers you convenience, flexibility, and access to our expertise from anywhere.

  • What are the benefits of hiring a bookkeeper?

    A professional bookkeeper saves you time, ensures accuracy, provides financial clarity, helps you make informed business decisions, reduces tax-season stress, and ultimately helps you grow your business. We handle the numbers so you can focus on your business.

  • What services do you offer?

    I offer a range of tiered monthly bookkeeping packages, as well as add-on services like payroll support, sales tax assistance, catch-up/clean-up projects, and financial consulting. See our Services Page for detailed descriptions.

  • Who are your services for?

    Our services are ideal for small to medium-sized businesses, startups, and independent contractors who need reliable and efficient financial management without the overhead of an in-house bookkeeper. I work with clients across various industries, tailoring our services to meet their unique needs.

  • What's included in your monthly bookkeeping packages?

    Packages typically include transaction categorization, bank and credit card reconciliation, monthly financial statements (Profit & Loss, Balance Sheet), and a monthly financial review summary. Higher tiers offer more features like custom dashboards, expense breakdowns, and strategic calls. See our Services Page for specific inclusions in each tier.

  • Do you handle payroll?

    I offer payroll support, meaning I can record payroll journal entries from a third-party payroll provider into your books. I don't typically handle the actual payroll processing (paying employees, filing taxes) directly, but I can recommend trusted payroll partners.

  • Do you file my taxes?

    I provide you with accurate, tax-ready financial statements. I can also assist with sales tax calculation and filing (if applicable). I don't file income taxes directly, but I can collaborate seamlessly with your tax preparer to ensure a smooth process.

  • What if I'm behind on my bookkeeping?

    I offer "catch-up" or "clean-up" services to get your books up-to-date! The cost depends on the complexity and the number of months/years needing attention. Contact me for a comprehensive file assessment!

  • How much do your services cost?

    Pricing varies depending on the package you choose and the complexity of your business. I offer tiered monthly packages and a la carte add-on services. See the Services page for pricing. The best way to get an accurate quote is to schedule a free consultation.

  • What are your payment terms?

    Standard payment terms are monthly via ACH or credit card. I'll outline the specific terms in the service agreement.

  • Do you offer any discounts?

    Occasionally I offer discounts for annual prepayments or referrals. Ask me about current promotions!

  • What accounting software do you use?

    I primarily use QuickBooks Online (QBO) and Xero, which are industry-leading cloud-based accounting platforms.

  • How do you communicate with clients?

    I believe in clear and consistent communication. We will primarily communicate via email, phone calls, and secure online portals. I am always available to answer your questions and provide support, ensuring you feel confident and informed about your financial health.

  • How do I share my financial information with you securely?

    I use secure client portals and encrypted software to protect your sensitive data. You can easily upload bank statements, receipts, and other documents through the portal.

  • How often will we communicate?

    I provide monthly financial reports and I am available for email communication. Depending on your chosen package, I also offer quarterly or monthly strategy calls to discuss your financials and answer your questions.

  • What information do you need from me?

    I'll need access to your bank statements, credit card statements, payroll reports (if applicable), point-of-sale (POS) reports, and any other relevant financial documents. I'll guide you through the onboarding process.

  • How do I get started?

    The best way to get started is to schedule a free, no-obligation consultation. I'll discuss your specific needs and recommend the best solution for your business. Click here to get started today

  • What happens during the free consultation?

    I'll ask you about your business, your current bookkeeping processes (if any), your pain points, and your financial goals. I'll then explain how my services can help and answer any questions you have.

  • Still Have Questions?

    Contact me today! I’m happy to answer any other questions you may have.