Frequently Asked Questions
What does a bookkeeper actually do?
I organize and maintain your financial records, categorize transactions, reconcile accounts, and provide clear reports so you always know where your business stands.
What’s the difference between cleanup and ongoing bookkeeping?
Cleanup gets your past books accurate and up to date. Ongoing bookkeeping keeps everything organized month-to-month so nothing falls behind again.
How does the onboarding process work?
We start with a quick call to understand your business, then I review your books, outline a plan, and get everything set up or cleaned up before moving into ongoing service.
Do I need to use QuickBooks Online?
Yes, I work exclusively in QuickBooks Online so I can provide the most efficient and accurate service. If you’re not set up yet, I can help you get started.
Do you file taxes?
I don’t file taxes, but I make sure your books are clean and organized. I’m happy to collaborate with your CPA to make tax season smooth and stress-free.
Will I need to give you access to my accounts?
Yes, I’ll need secure access to your QuickBooks account and, if needed, bank and credit card statements. Everything is handled confidentially.
What kind of reports will I receive?
You’ll get clear monthly reports like your Profit & Loss and Balance Sheet, along with insights so you actually understand what the numbers mean.
How often will we communicate?
I’m always available for questions, and we can schedule regular check-ins if you want a deeper review of your numbers.
Can you help me make sense of where my money is going?
Absolutely. I can show you exactly how your income is being spent, whether that’s tracking certain expenses, understanding percentages, or identifying trends, so you can make more informed decisions.