Frequently Asked Questions
What’s the first step if I want to work with you?
The first step is to book a call. We’ll discuss your business, your bookkeeping needs, and determine if we’re a good fit to work together.
Do you work with accounting software other than QuickBooks Online?
I specialize exclusively in QuickBooks Online, so if you’re using a different platform, I won’t be able to assist. However, I’d be happy to help you transition to QuickBooks if that’s something you’re interested in.
Do you offer catch-up or cleanup services?
Yes, I can absolutely help bring your books up to date if you’ve fallen behind. Once everything is caught up, I recommend moving to ongoing monthly bookkeeping to keep things organized going forward.
How will we communicate?
I offer multiple communication options depending on your business needs. You’ll have access to a secure client portal for document sharing and updates, and I’m available via email support for any questions.
Do you offer QuickBooks Online or bookkeeping training?
While I don’t typically offer training, feel free to reach out and we can discuss your needs. If I can genuinely help, I’m happy to consider it.
Do you handle tax returns?
No, I don’t handle tax returns. I focus strictly on bookkeeping and managerial accounting, which means keeping your books organized and up-to-date.
What’s the difference between a bookkeeper and an accountant?
A bookkeeper handles your day-to-day financial tasks like recording transactions and reconciling accounts. An accountant usually focuses on tax preparation and financial advice. I specialize in bookkeeping and managerial accounting, helping you make informed business decisions based on accurate numbers.
Do you offer audits, reviews, or compilations?
No, I don’t provide audits, reviews, or compilations. My focus is on accurate bookkeeping and helping you understand your financial data so you can make better decisions for your business.
Do you handle sales tax filings?
I don’t file sales taxes, but I can help keep your records accurate by properly tracking sales tax transactions in QuickBooks Online.
Do you work with international businesses?
I work exclusively with U.S.-based businesses using the U.S. edition of QuickBooks Online and domestic banks.