Frequently Asked Questions

How do I know which package(s) are right for my business?

We will determine this together after an in-depth discussion related to your specific needs.

Do you work with businesses that have messy books?

A thorough review of your books will be performed and, if necessary, desired or beneficial, a Cleanup project may be scheduled prior to beginning monthly bookkeeping.

Cleanup services are available as a standalone service for businesses that that are behind on their books and/or need to have the books optimized without utilizing the monthly bookkeeping services.

What affects the final price of my package?

Pricing depends on transaction volume, number of accounts, sales tax needs, inventory complexity, and any unique needs of your business. I’ll give you a clear quote before we begin so there are no surprises.

What bookkeeping software do you use?

I work primarily with QuickBooks Online (QBO) since it is designed specifically for remote bookkeeping and is reliable, accessible, and easy for businesses to use. If you’re on another system, I can help you transition smoothly. to QBO.

The use of bookkeeping software other than QBO is always open for discussion.

Is there a contract or long‑term commitment?

No long‑term contract is required; we will work together month-by-month. I want you to stay because you feel supported and confident, not because you’re locked in.