FAQs

If you want to understand your finances, keep them organized and make confident business decisions - yes, you need a bookkeeper!
A bookkeeper keeps your financial records accurate, categorized, and up to date, so you always know where your money is going and where your business stands.

do i need a bookkeeper and what do they do?

1


do you replace my cpa?

2

No. As your bookkeeper, I support your CPA by providing clean, organized books for tax filing and year-end reporting.


What bookkeeping software do you use?

3

All services are completed using QuickBooks Online.


4

What if my books are behind?

I offer catch-up services to bring your records current using any available financial data you provide.


Take a look at the services I provide and submit the Contact form. You will receive an email within 24 hours with next steps and onboarding details.

5

How do I get started?


What do you need from me?

6

In general, I will need access to your business bank and credit card accounts, along with any relevant financial records such as recent statements and any prior reports. You will also need to provide basic business information.