Here’s everything you might be wondering about bookkeeping, services, pricing, and what it’s like to work together—so you can feel confident before we even hop on a call.
Got questions? Let’s make bookkeeping simple.
Frequently Asked...
Frequently Asked Questions
Understanding Bookkeeping
1.
Bookkeeping is the structured process of recording, organizing, and verifying your business's financial transactions—such as income, expenses, invoices, and payments. This ensures your financial records are precise and up-to-date, providing a clear, real-time picture of your financial health.
Think of bookkeeping as similar to maintaining your car. Regular oil changes, tire rotations, and engine check-ups keep your vehicle running smoothly and prevent costly repairs. Similarly, consistent bookkeeping keeps your business operating efficiently and helps you avoid financial pitfalls. Neglecting routine maintenance can lead to breakdowns; likewise, overlooking your books can result in cash flow issues, missed tax deductions, or compliance problems.
What is bookkeeping, and why is it important for my business?
1.1
- Reclaim Your Time: Organized records allow quick access to financial information, reducing the time spent searching for documents or verifying transactions.
- Maximize Tax Savings: Detailed tracking of expenses ensures you don't miss out on tax deductions, potentially lowering your tax liability.
- Avoid Costly Mistakes: Accurate records help prevent late fees, penalties, and interest charges by facilitating timely payments and filings.
- Gain Financial Clarity: Understand your cash flow by knowing exactly where your money is coming from and going to, enabling better financial planning and decision-making.
- Fuel Business Growth: Identify areas where you can cut costs or invest more, helping to optimize your operations for sustainable growth.
Back To Questions
In essence, bookkeeping isn't just about keeping records for compliance—it's a strategic tool that supports your business's financial well-being and growth, empowering you to run your business more effectively and confidently.
Back To Questions
While both bookkeeping and accounting deal with financial data, they serve different purposes—think of it like the relationship between a nurse and a doctor:
Bookkeepers are like nurses — they manage the day-to-day details. They record and categorize transactions like sales, expenses, payments, and deposits to keep your books accurate and current. They also regularly compare your internal records with external documents, like bank statements, to ensure everything matches and is accounted for. This process helps catch errors early and ensures your financial records reflect reality. Additionally, bookkeepers provide essential monthly financial reports so you always know where your business stands.
Accountants are like doctors — they step in for specialized support. Using the clean, organized data from your bookkeeper, they prepare tax returns, offer tax-saving advice, interpret financial reports, conduct financial analysis and forecasting, provide guidance on budgeting, cash flow, and profitability, help you plan for the future, and make sure your business stays in compliance with financial regulations.
Bookkeeping lays the foundation; accounting builds on it. You need both to keep your business financially healthy and moving forward.
How does bookkeeping differ from accounting?
1.2
A bookkeeper typically manages these essential tasks to keep your financial records accurate and up-to-date:
What tasks does a bookkeeper typically handle?
1.3
1. Recording and Categorizing Transactions
Bookkeepers systematically record all financial transactions into accounting software like QuickBooks Online. Each transaction is then categorized into appropriate accounts (e.g., utilities, office expense, advertising). This categorization is crucial for tracking exactly where your money is coming from and where it's going, aiding in financial analysis and tax preparation.
Proper categorization ensures that, come tax time, you can easily provide the IRS with accurate totals for each expense category, simplifying the filing process and helping to maximize deductions.
This meticulous record-keeping is also essential for audits, loan applications, and financial reviews.
2. Reconciling Accounts
At the end of each month, bookkeepers compare your internal financial records with external documents like bank and credit card statements. This reconciliation process assures that all transactions are accurately recorded and helps identify any discrepancies, such as duplicate entries or unauthorized charges, allowing for timely corrections.
Bookkeepers generate key financial statements, including:
- Profit and Loss Statement (Income Statement): Shows your business's revenues and expenses over a specific period, indicating profitability.
- Balance Sheet: Provides a snapshot of your business's financial position, detailing assets, liabilities, and equity.
- Cash Flow Statement: Illustrates how cash moves in and out of your business, highlighting liquidity.
These reports are prepared monthly and are vital for informed decision-making and strategic planning.
4. Managing Accounts Payable and Receivable
Bookkeepers monitor your business's cash flow by tracking money owed to vendors (accounts payable) and money owed by customers (accounts receivable). They make certain that bills are paid on time and that incoming payments are recorded accurately, helping maintain healthy financial relationships and preventing cash shortages.
While most bookkeepers offer full-service options—such as directly paying bills and sending invoices—these services are often customizable and depend on your business's specific needs. Many businesses handle these tasks internally and rely on bookkeepers for oversight and record-keeping. It's important to discuss with your bookkeeper which services align best with your operations.
5. Payroll Oversight and Support
In today's dynamic business environment, the complexities of tax regulations and employment laws have made traditional, manual payroll processing increasingly challenging for small businesses. As a result, many bookkeepers have transitioned from handling full-service payroll in-house to collaborating with specialized, cloud-based payroll service providers like Gusto or ADP.
These platforms offer automated solutions that handle tax calculations, direct deposits, and compliance with federal and state regulations, significantly reducing the administrative burden on businesses. Bookkeepers play a supportive role in this process by entering employee hours, categorizing payroll expenses, and ensuring that payroll data integrates seamlessly with the business's financial records. This collaborative approach allows businesses to maintain accurate financial reporting while leveraging the expertise and efficiency of dedicated payroll services.
By adopting this model, small businesses can guarantee timely and accurate employee payments—essential for employee satisfaction—and stay compliant with evolving laws. Reliable payroll processing not only fosters trust and morale among employees but also contributes to a positive work environment and long-term business success.
6. Assisting with Tax Preparation
At year-end, bookkeepers compile all necessary financial data and reports required by your accountant to prepare and file tax returns. They ensure that records are accurate and complete, facilitating a smoother tax filing process and helping to maximize deductions.
7. Providing Responsive Client Support
Bookkeeping isn't just about balancing numbers—it's about being a reliable partner. Whether you have a quick question, need clarification on a transaction, or just want to talk through your financials, I'm here for you. Prompt responses aren't just polite—they're essential for building trust and helping you feel supported every step of the way.
Many business owners switch bookkeepers because they feel left in the dark. I aim to change that by being responsive and approachable, making sure you always have the answers you need when you need them.
Back To Questions
In a nutshell, a bookkeeper plays a pivotal role in managing your business's financial health by ensuring accurate record-keeping, facilitating smooth financial operations, and providing valuable insights through detailed reports. Their work lays the foundation for informed decision-making and long-term success.
Yes—having both a bookkeeper and an accountant is not just helpful, it’s a smart financial move.
Think of it like this: your bookkeeper is your day-to-day financial manager, while your accountant is your strategic advisor.
Bookkeepers handle the ongoing, detail-oriented tasks that keep your financial records accurate and current—like recording transactions, reconciling bank statements, tracking invoices and bills, and organizing everything in your accounting software. They make sure your books stay clean and up to date month after month.
Accountants, on the other hand, use those well-kept books to provide higher-level financial guidance. They prepare and file your tax returns, help with budgeting and forecasting, and advise you on how to structure your finances for long-term success.
Do I need a bookkeeper if I already have an accountant?
1.4
Here’s why this division of labor works in your favor:
Time and Cost Efficiency: Accountants often charge significantly more per hour than bookkeepers—sometimes hundreds of dollars more. If your accountant is also doing your bookkeeping, payroll, or invoicing, you’re likely overpaying for tasks a bookkeeper can handle more affordably.
Better Financial Oversight: Having both professionals means two sets of expert eyes on your finances. That reduces the risk of errors, missed deductions, and overlooked red flags.
Real-Time Accuracy: Many accountants only review books quarterly or annually. Bookkeepers work monthly or even weekly, giving you more timely insights into your cash flow and financial health.
In short, partnering with both a bookkeeper and an accountant allows each to do what they do best—without stretching your budget. Your bookkeeper keeps your books running smoothly. Your accountant steps in with insights and strategy when it really counts. It’s a win-win.
Back To Questions
If you’re asking this question, you might already be seeing the signs. Here are six key indicators that it’s time to bring a bookkeeper on board:
When is the right time to hire a bookkeeper?
1.5
1. You’re spending more time on bookkeeping than on your actual business.
Let’s say you’re a restaurant owner. You opened your business because you love food, hospitality, and creating amazing experiences for your guests—not because you’re passionate about tracking expenses or reconciling credit card statements. But now you’re up late entering receipts, trying to make sense of vendor bills, or figuring out why your bank balance doesn’t match your books.
That’s a sign it’s time to delegate. Your time is better spent running your business—not wrestling with your finances.
2. You’re doing your own books, but you’re not sure you’re doing them right.
You’ve got the software. You’ve entered some numbers. But deep down, you’re wondering if everything is in the right place. Maybe you’re tracking expenses, but you’re unsure which categories to use. Or you’re recording payments, but not sure how to reconcile them.
This is one of the most common situations I see—and the longer it goes on, the more likely errors will add up into a big mess. Getting a bookkeeper involved early can save you money in the long run—clean-up work is almost always more expensive than regular monthly support.
3. You’re avoiding your books altogether.
You started strong. Maybe you even signed up for QuickBooks and got a few months in… and then life got busy. Now it’s been months since you looked at your books. Your transactions are piling up. Tax deadlines are approaching. And the stress is mounting.
Bookkeeping often lands at the bottom of a small business owner’s to-do list. If that’s where it’s been sitting for a while, this is a strong sign it’s time to outsource. A bookkeeper will help you stay on track year-round and give you a clean, clear picture of your finances every month—so you’re not flying blind.
4. Your business is growing—and things are getting more complicated.
Growth is exciting—but it comes with financial complexity. Maybe you’ve started hiring employees, opened a second location, taken on new clients, or expanded your services. Suddenly, you’re juggling more expenses, tracking project costs, managing payroll, or monitoring cash flow across multiple accounts.
What worked when you were just starting out might not cut it anymore. A bookkeeper can help you keep up by managing the increased volume and complexity, ensuring your systems scale with your business. They’ll help you stay organized, make informed financial decisions, and prepare for whatever comes next.
5. You want to grow—or you need funding.
Planning to apply for a loan? Bring on new investors? Or just level up your business operations? You’ll need solid financial records. Bookkeepers help track key details like outstanding invoices, assets, liabilities, and cash flow—so you always know where your business stands and can provide the documentation lenders or partners require.
6. You’re using outdated or inefficient systems.
Still tracking your finances in a spreadsheet? Logging receipts manually? Digging through a shoebox or filing cabinet at tax time? These outdated methods are not only time-consuming—they’re risky. Errors, lost data, and disorganized records can cost you big time.
Today’s cloud-based bookkeeping tools make your financial life easier, more accurate, and more secure. A bookkeeper can help you transition to smarter systems and automate key tasks, so you spend less time behind a screen and more time running your business.
Back To Questions
Bottom line?
If bookkeeping stresses you out, eats up your time, or keeps falling to the bottom of your to-do list, it’s probably time to hire a bookkeeper. Having someone who loves the numbers (yes, we exist!) on your team gives you clarity, confidence, and more hours back in your day to focus on what you do best.
Services Offered
2.
Here’s what’s typically included in monthly bookkeeping—done-for-you, behind the scenes, and stress-free:
What monthly bookkeeping services do you offer?
2.1
Transaction Recording
We track all your business activity—income, expenses, payments, transfers—you name it.
Expense Categorization
Every dollar is sorted into the right place so you know exactly where your money’s going (and so your accountant doesn’t cry at tax time).
Bank & Credit Card Reconciliation
We make sure your books match your actual bank activity—no missing charges, double entries, or mystery transactions.
Financial Statements
Each month, you’ll get easy-to-read reports:
• Profit & Loss Statement
• Balance Sheet
• Statement of Cash Flows
Ongoing Support
Got questions? Need to flag a weird charge? I'm just an email away. Plus, I can liaise directly with your accountant at tax time to make sure they get exactly what they need.
Optional add-ons include:
• Invoicing support
• Bill pay setup
• Payroll coordination
• Mileage or receipt tracking
• Income categorization for multiple revenue streams
Everything is done remotely, securely, and on time—so you can stop sweating the spreadsheets and get back to running your business.
Back To Questions
Back To Questions
I deliver your monthly financial reports by the 10th of each month—that way, you’ve got up-to-date numbers to help you plan, budget, and make smart business decisions.
Why not on the 1st?
Great question!
The short answer: timing.
I need to wait for your bank and credit card statements to post, make sure all transactions have cleared, and then do my behind-the-scenes magic—like categorizing expenses and reconciling your accounts—to make sure everything is accurate.
Once everything checks out, I’ll send over your Profit & Loss and Balance Sheet (and any custom reports you need) so you can see exactly how your business is doing.
Good books take a little time—but they’re worth the wait. 😉
When do you deliver my monthly financial reports?
2.2
Back To Questions
Heck yes! If your books are a little (or a lot) behind, don’t worry—you’re not alone. I offer one-time catch-up and cleanup services to get things back on track and squeaky clean.
Think of it like a deep clean for your finances—I'll roll up my sleeves, sort through the mess, and bring your books up to date so you can move forward with confidence.
👉 Need more details? Check out the Catch-Up and Cleanup Services FAQs for the full scoop.
Do you offer one-time catch-up or cleanup services?
2.3
Back To Questions
Of course! I’ll help you get your QuickBooks Online account set up the right way—from customizing your chart of accounts to connecting your bank feeds (aka, the fun stuff).
And don’t worry—you won’t be left staring at a bunch of tabs wondering what button to click next. I offer friendly, hands-on training so you actually understand how to use QuickBooks for your business.
By the end, you'll feel confident navigating your books—no accounting degree required. 💪
Can you assist with QuickBooks setup and training?
2.4
Back To Questions
For sure! If managing due dates, vendor payments, and piles of bills is stressing you out, I can help.
I offer bill payment support as part of your accounts payable process—this includes organizing, tracking, and scheduling payments so nothing slips through the cracks. I’ll make sure your vendors are paid accurately and on time, and your cash flow stays under control.
Whether you want me to fully manage bill pay or just keep things organized while you handle the final payment, I can tailor the service to your comfort level. No more late fees or digging through email for that one invoice.
Can you help me pay my business bills on time?
2.5
Back To Questions
Yes—I can absolutely help with invoicing!
From building and sending one-time invoices to setting up recurring billing for your clients, I’ve got you covered. I’ll make sure your invoices are clean, clear, and sent on time—so you get paid faster and spend less time chasing down payments.
Need help tracking who’s paid (and who hasn’t)? I can handle that too, with revenue tracking and invoice reconciliation to make your income reporting a breeze.
You stay focused on delivering great work—I’ll help make sure the money part runs smoothly behind the scenes.
Can you help me create and send invoices?
2.6
Back To Questions
Sort of! I don’t do old-school, manual payroll processing in QuickBooks—but I do help make payroll a whole lot easier by working with trusted, cloud-based platforms like Gusto.
Here’s How It Works:
I’ll help you set up your payroll system, enter employee hours (if needed), and make sure your payroll data flows smoothly into QuickBooks. These platforms handle the complex stuff—like calculating taxes, filing forms, and sending out direct deposits—so your team gets paid on time and you stay compliant without the stress.
The best part? I’ll make sure everything is recorded and categorized correctly in your books, so your financial reports reflect the full picture.
In today’s world, payroll laws and requirements are constantly changing. Rather than doing it manually (and risking costly errors), I partner with specialized payroll services to keep things accurate, efficient, and up-to-date—just the way you and your team deserve.
Do you handle payroll for small businesses?
2.7
Working Together
3.
Back To Questions
Most communication happens through email and a secure client portal, so everything’s organized and easy to find. You’ll get monthly updates, and I’ll always reach out if I have questions about your transactions.
Some weeks, you might hear from me a lot. Other weeks? Crickets. But don’t worry—just because I’m quiet doesn’t mean I’m not working on your books. I’m in there every single week keeping things tidy behind the scenes.
And yes, email support is unlimited—ask away!
How will we stay in touch, and how often will I hear from you?
3.1
Back To Questions
I aim to reply to ALL client messages within 24 business hours (excluding weekends and holidays). If your question needs a deeper dive, I’ll let you know and follow up with a thoughtful, thorough response.
What’s your response time if I have a question?
3.2
Back To Questions
Nope! My services are month-to-month, so you’re never locked into a long-term contract.
Need to pause or part ways? Just give me 30 days’ notice—no hard feelings, no awkward breakups.
Do you require a contract or long-term commitment?
3.3
Tools and Technology
4.
Back To Questions
I specialize in QuickBooks Online (QBO)—it’s my go-to bookkeeping software. It’s secure, cloud-based, and gives us both real-time access to your financial data from anywhere.
I’m also a QuickBooks Online Certified ProAdvisor, which means I’ve been trained and tested on how to get the most out of the platform—so you’re in good hands.
If you're already using QBO, awesome! If not, I can help you make the switch. I don’t work with other accounting software platforms—QuickBooks is where I do my best work.
Do you work with QuickBooks? Or something else?
4.1
Back To Questions
Totally! I can guide you through the entire transition to QuickBooks Online. Whether you're coming from another platform (or spreadsheets... or shoeboxes), I’ll help migrate your data and get everything set up properly—with minimal stress and zero judgment.
I’m not using QuickBooks Online yet—can you help me switch over?
4.2
Pricing
5.
Back To Questions
It depends! Every business is different, so pricing is based on the complexity and volume of your transactions, how many accounts you have, and whether you need any extras like invoicing, bill pay, or payroll support.
After a discovery call and a quick review of your books, I’ll send you a custom flat-rate quote—no hourly surprises, no guessing games.
👉 For a ballpark idea, check out the packages on my services page.
How much do your monthly bookkeeping services cost?
5.1
Back To Questions
I keep it simple with flat-rate monthly pricing. That means no ticking clock, no hourly math, and no surprise invoices—just predictable pricing you can actually budget for.
👉 Learn more about what’s included on my services page.
Do you offer flat-rate pricing or hourly billing?
5.2
Catch-Up and Cleanup Services
6.
Back To Questions
Most definitely! Whether you're a few months—or even a year—behind, I can help bring your books up to date. I’ll review what’s missing, track down the details, and organize everything so you have a clean, accurate starting point.
No judgment here—life gets busy. Let’s get things back on track.
👉 Visit the services page for more info on catch-up bookkeeping.
My books are behind. Can you help me catch up?
6.1
Back To Questions
Nope! Please don’t stress or try to DIY your way through a cleanup before we chat. I’ll take a look at your current records, figure out what needs fixing, and handle the cleanup for you.
Messy books are literally my job—so hand them over as-is, and I’ll sort it out.
👉 Visit the services page to learn more about my cleanup process.
Should I fix my books before you take a look?
6.2
Back To Questions
It depends on a few things—like how many months we’re cleaning up, how many accounts you have, and how tangled the transactions are.
After a quick diagnostic review, I’ll give you a clear timeline and keep you updated along the way. Whether it takes a week or a few, I’ll get it done efficiently and accurately.
How fast can you fix messy books?
6.3
Back To Questions
After our discovery call, I’ll take a look under the hood—aka your current books—to spot any missing data, errors, or red flags. This diagnostic review helps me figure out exactly what needs fixing (and how much work is involved).
Once I’ve gone through everything, I’ll send you a walkthrough of my findings along with an engagement letter, custom quote, and estimated timeline.
No charge. No pressure. Just clarity.
What happens before you start a catch-up or cleanup project?
6.4
Tax Preparation and Support
7.
Back To Questions
I don’t prepare or file taxes myself—but I do make sure your books are clean, accurate, and ready to hand off to your CPA or tax pro. Think of me as your behind-the-scenes organizer, so tax time feels way less scary and way more streamlined.
Can you do my taxes at the end of the year?
7.1
Back To Questions
Absolutely! I’m happy to collaborate with your existing CPA or tax preparer. I’ll make sure they get all the reports and documentation they need—on time and organized—so they can work their magic and file your taxes without delay.
Will you coordinate with my accountant during tax season?
7.2
Back To Questions
Great question! Throughout the year, I keep your books accurate and up to date by categorizing transactions, reconciling accounts, and flagging anything unusual. That way, when tax season rolls around, there are no surprises—just clean, ready-to-go records.
What do you do to prep my books for tax season?
7.3
Back To Questions
I can help you track and record sales tax in QuickBooks and make sure everything’s categorized correctly. For simple situations, that may be all you need!
If your sales tax setup is more complex (like multiple states or online sales across jurisdictions), I’ll guide you to the right tools—or suggest looping in a tax pro to make sure you’re staying compliant.
Can you help with sales tax?
7.4
Fit and Requirements
8.
Back To Questions
I work with all kinds of small businesses—from solo go-getters to growing teams. If you're bringing in revenue, juggling expenses, and just want your books to make sense, we’re probably a good match.
Whether you’re fixing sinks, designing interiors, coaching clients, running a cozy coffee shop, flipping houses, photographing weddings, managing a health and wellness practice, or mowing lawns all summer long, I tailor my bookkeeping services to fit you.
No cookie-cutter systems here—just clean, accurate books and support that fits how you do business.
If you're ready to get your financial ducks in a row and hand the books off to someone who actually enjoys this stuff (yes, really!), I’ve got you covered.
What types of businesses do you work with?
8.1
Back To Questions
There’s no official minimum, but professional bookkeeping is usually the best fit for businesses earning at least $150K per year. That’s when bookkeeping stops being a DIY task and starts becoming a must-have for clarity, compliance, and smart decision-making.
If you're making money, feeling overwhelmed, and ready to delegate—you're in the right place.
How big does my business need to be to hire a bookkeeper?
8.2
Back To Questions
You bet! My bookkeeping services are 100% virtual, which means I can work with you wherever you are in the U.S.—whether you’re in a big city, small town, or running your biz from the couch with a dog curled up at your feet.
As long as you’ve got Wi-Fi, we’re good to go. ✨
Are your services available to businesses outside your area?
8.3
Virtual Services and Accessibility
9.
Back To Questions
Not anymore! With cloud-based tools like QuickBooks Online, secure client portals, and Zoom at the ready, I can keep your books in tip-top shape from anywhere in the U.S.—no matter what time zone you’re in.
You’re no longer stuck hiring the nearest bookkeeper just because they’re around the corner. Now you can choose someone who truly gets your business, not just your zip code.
Isn’t it better to work with someone nearby?
9.1
Back To Questions
All day, every day—100%. Virtual bookkeeping is just as reliable, accurate, secure, and consistent as traditional in-person services… minus the commute and the paper clutter.
With smart tech, secure file sharing, and good communication, I’m able to deliver the same high-quality service—just more efficiently.
It’s bookkeeping built for the way we all do business now: online, flexible, and on your schedule.
Can virtual bookkeeping really get the job done?
9.2
Security and Confidentiality
10.
Back To Questions
Most definitely! I take your data security seriously—like Fort Knox seriously.
I use encrypted communication tools, a secure client portal, and trusted cloud-based platforms to keep your information protected at all times. No sketchy file sharing or mystery links here—just clean, safe systems that prioritize your privacy.
Bottom line? Your data stays locked down and in the right hands (mine 👋).
Is my financial info safe with you?
10.1
Back To Questions
100%. Client confidentiality isn’t just a policy—it’s a promise.
Whether it’s your income, expenses, or that one mystery subscription you forgot you signed up for, your financial details stay between us. I follow strict privacy practices to make sure everything you share is kept private, secure, and handled with care.
You can trust that your books—and your business—are safe with me.
Will you keep my financial info private?
10.2
How to Get Started
11.
Back To Questions
Super simple! Just head over to my booking page, answer a few quick questions, and grab a spot on the calendar that works for you.
You’ll get a confirmation email with all the Zoom details—when the time comes, just click the link and we’ll chat face-to-face (or not—cameras are totally optional!).
👉 Book a Discovery Call
What’s the first step to work with you?
11.1
Back To Questions
Our discovery call is super casual—think of it as a coffee chat, but for your business finances.
We’ll talk through your current setup, what’s working (and what’s not), and what kind of support you’re looking for. You’ll learn about how I work, and I’ll get a feel for what you need—whether it’s monthly bookkeeping, a cleanup project, or something in between.
If it feels like a good fit, I’ll follow up with next steps. That might be a personalized quote for ongoing support, or a diagnostic review of your existing books to better understand the scope of a potential cleanup project. Either way, you’ll get clear pricing and details upfront—no surprises, no pressure.
The goal? A smooth, low-stress path to clean, consistent books and confident decision-making.
👉 Book a Discovery Call
What happens during the first call?
11.2
Back To Questions
Once we’ve signed the dotted line and made it official (yay!), here’s what I’ll need to get rolling:
☑️ Access to your QuickBooks Online account
If you’re already set up, just send me an invite—easy peasy. If not, no worries—I can help you get everything connected.
☑️ Read-only access to your business bank and credit card accounts
This lets me securely download your statements and transaction data to start reconciling everything—without ever touching your money.
☑️ Any prior-year tax returns (for cleanup or catch-up work)
This gives me a full picture of where things stand and helps align your books with what’s already been filed.
☑️ A list of open loans, business assets, and any depreciation schedules
If you have them—great! If not, we’ll work through it together.
The sooner I get access to your financial info, the sooner I can dive in, work my magic, and start keeping your books clean, current, and stress-free. ✨
What information do you need from me to get started?
11.3
Ready to take bookkeeping off your plate?
