FAQs

🧾 Scope of Services

❓ What bookkeeping services do you offer?
I provide monthly categorization, bank/credit card reconciliations, financial reports (P&L, balance sheet), payroll processing, sales tax tracking, and cleanup services. I also handle job/project cost tracking and 1099 preparation if needed.

❓ Do you offer catch-up or cleanup bookkeeping?
Yes! If your books are behind or inconsistent, I’ll review your QBO account and give you a clear plan with timelines and pricing.

❓ What industries do you specialize in?
I work primarily with service-based businesses, creative entrepreneurs, contractors, and small business owners. If you're unsure if it's a fit, just ask — chances are I can help.

❓ Can you track job or project costs?
Yes, I can track income and expenses by job, project, or client as needed — great for service providers, contractors, and agencies.

❓ Do you help with 1099s?
Yes. If you have contractors, I can help prepare and file 1099s using QuickBooks Online or your chosen platform.

How It Works

❓ What software do you use?
I work exclusively with QuickBooks Online (QBO). If you're not using QBO yet, I can help get you set up.

❓ How will we communicate?
Mostly via email, but I’m happy to set up Zoom or phone calls as needed. I also send Loom video walkthroughs to help explain your books in plain language.

❓ What happens after I reach out?
You’ll get a reply within 1 business day. If it looks like a good fit, we’ll schedule a quick intro call to understand your needs and walk through next steps.

Pricing & Payment

❓ How do payments work?
For monthly services, I require payment before each month begins, typically via automatic billing.
For cleanup projects, I ask for 50% upfront and 50% upon completion.

❓ What if I have a small budget?
I get it — every dollar counts for small businesses. I’m happy to discuss flexible options, like quarterly reviews or limited-scope support to meet your needs and budget.

Other

❓ Do you work with businesses in my state?
Yes. I’m based in Arizona, but I work remotely with businesses across the U.S.

❓ Is my financial data secure?
Absolutely. I use accountant or view-only access to your QBO and keep all your information confidential, using secure platforms and best practices.

❓ Do I still need a CPA or tax preparer?
Yes — while I help you stay organized, compliant, and ready for tax season, I don’t file taxes myself. I can work directly with your CPA to make filing simple and smooth.