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What is your pricing structure for services?

• I offer flat fee and value-based pricing, which depends on the specific needs of each client. The fee is determined by the complexity and scope of services required, such as the number of transactions, accounts to manage, and the level of financial reporting needed. This ensures that the pricing is fair and tailored to meet your business needs efficiently.

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What bookkeeping services do you provide?

• We specialize in QuickBooks Online and are QuickBooks ProAdvisor certified. Our services include categorizing transactions, reconciling bank accounts, generating financial reports,       and providing cleanup services to help keep your books accurate and up-to-date.

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How does your monthly bookkeeping process work?

• Our monthly bookkeeping process involves thoroughly analyzing and recording all                  your business transactions using QuickBooks Online. We ensure that all financial              activities are accurately categorized and reconciled. At the end of each month, we            generate detailed financial statements, including Profit & Loss report, Balance Sheets,            and Statement of Cashflows providing you with a clear and comprehensive overview of         your business's financial health.

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What if I need more frequent updates than monthly?

• We are dedicated to providing exceptional customer service tailored to your business needs. If you require more frequent support, we can schedule regular goal sessions to keep you on track. For instance, we offer weekly cash flow sessions to help you optimize and manage your cash flow effectively. We're here to ensure you have the financial insights you need, as often as you need them.

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When and how should I submit my documents to you?

• We will need your bank statements and relevant documents each month. To streamline the process, we can set up automatic syncing between your bank accounts and QuickBooks, allowing us to handle your bookkeeping while you focus on running your business. If you prefer, you can also manually send us the documents. We use secure, cloud-based software and encrypted email for safe document delivery.

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​When will I receive my monthly financial reports?

• We deliver your monthly financial reports by the 10th of each month, ensuring you have timely insights to make informed decisions and effectively plan for your business's future.

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What if my books are behind or need cleanup?

• No need to worry. We specialize in cleaning up outdated or inaccurate records, ensuring your books are brought up to date and properly organized. We'll review your specific               situation and address any past issues to get your financials back on track.

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What if I need assistance with special projects?

• We’d be happy to assist! We welcome the opportunity to collaborate on special projects          and are always open to exploring new ideas and innovative solutions. Let’s work together          to enhance your project and optimize your business operations for greater success.

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What’s the easiest way to track my business income?

• Keeping your income in check is simple when your books are in order. Regular income        tracking with the right tools, like QuickBooks Online, ensures you always know where            your revenue stands.

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Is QuickBooks Online enough for my business needs?

• QuickBooks Online is a powerful tool, but it’s only as effective as the person managing               it. Partnering with an expert ensures you maximize its features and streamline your bookkeeping process.

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Can you provide advisory services beyond bookkeeping?

• Yes! In addition to handling your books, I offer advisory services to help you make informed financial decisions, manage cash flow, and plan for growth. My goal is to help you not only stay organized but also thrive financially.