Frequently Asked Questions
1
What services do you offer?
I provide full-cycle bookkeeping services exclusively through QuickBooks Online. This includes transaction categorization, bank and credit card reconciliations, accounts receivable/payable tracking, monthly financial reporting, and QuickBooks troubleshooting.
2
What types of businesses do you work with?
I work primarily with small businesses, freelancers, solopreneurs, and service-based companies. If you're looking for accurate, reliable bookkeeping with a personal touch, I can tailor services to fit your industry and stage of growth.
3
Do I need to already have QuickBooks Online?
Not at all! If you’re not currently using QuickBooks Online, I’ll guide you through setting up the right plan and getting your account configured properly. I also offer ongoing support to ensure you're getting the most out of the software.
4
How do I share my financial information with you?
Since everything is run through QuickBooks Online, once you grant me accountant access, I can work directly in your file. For any documents needed outside QuickBooks, we’ll use a secure shared folder like Google Drive or Dropbox.
5
How much do your services cost?
Pricing depends on the number of transactions, number of accounts, and complexity of your business. I offer custom monthly packages after a short discovery call and a completed questionnaire to make sure the pricing fits your needs.
6
How often will I hear from you?
I provide regular updates and send monthly financial reports. You’ll always be informed about your books, and I’m available for questions via email or scheduled calls. Communication style is flexible based on your preference.
7
What do you need from me to get started?
To get started, I’ll need access to your QuickBooks Online account, business bank and credit card statements, and a completed onboarding form. I’ll walk you through the full setup process so nothing is missed.
8
Can you clean up past months or years in QuickBooks?
Yes! I offer QuickBooks clean-up and catch-up services if your books are behind. I’ll get everything reconciled and organized so you can move forward confidently.
9
Do you handle taxes or file returns?
I do not file taxes, but I will make sure your QuickBooks file is accurate, organized, and tax-ready to send to your tax accountant.
10
Why do you only use QuickBooks Online?
QuickBooks Online is one of the most powerful and widely used bookkeeping platforms available. It allows for real-time collaboration, bank integrations, automated tools, and secure cloud-based access—making it the ideal solution for modern small business bookkeeping.
