Frequently Asked Questions

Do you offer a free consultation?
Yes. I offer a free initial consultation so we can discuss your bookkeeping needs and determine if my services are a good fit for your business.

Do you work with remote clients?
Yes. I work with small businesses both locally and remotely.

What types of businesses do you work with?
I work with a variety of small businesses, with extensive experience in construction, manufacturing, and project-based businesses.

What accounting software do you work with?
I have experience with QuickBooks, Foundation, Procore, Great Plains, PeopleSoft, Salesforce, Expensify, Excel, and other business systems.

How much do your bookkeeping services cost?
Pricing depends on the services your business needs and the amount of ongoing work involved. Both monthly and hourly options may be available.

Will I have to sign a contract?
Each client receives an individual service agreement outlining the services being provided, pricing, responsibilities, and other important details.

How do I get started?
Contact me to schedule a free consultation. We’ll talk about your business, what you need help with, and the best way to move forward.

Are you a CPA?
No. I am a bookkeeper, not a CPA. I handle the day-to-day bookkeeping and financial organization for your business and work with your CPA or tax professional to make sure they have the information they need for tax preparation and other CPA services.

Working Together

Every business is different, so bookkeeping services are tailored to each client’s individual needs.

Confidentiality
Your financial and business information will always be handled with care and confidentiality.

Service Agreement
Each client will have their own agreement outlining services, responsibilities, pricing, payment terms, and other details specific to their business.

Scope of Services
Services are limited to those agreed upon with each client. Additional work may require separate approval and pricing.

Professional Services
Bookkeeping services do not include legal, investment, or tax advice. When needed, clients should consult the appropriate qualified professional.