Get Started & FAQs

🚀 4 Easy Steps to Start

Getting your financial peace of mind is simple. Here is how we get your books rolling:

1. Free Consultation: Schedule a friendly conversation so we can learn about your business, current bookkeeping setup, and what you need help with.

2. Review & Proposal: We review your bookkeeping needs and provide a clear service recommendation with straightforward pricing.

3. EZ Onboarding: Once you're ready to move forward, we complete the engagement paperwork, securely link your QuickBooks Online accountant access, and gather the records needed to begin.

4. Ongoing Bookkeeping Support: Your books stay organized, reconciled, and up to date with the reporting and bookkeeping support included in your service plan.

❓ Frequently Asked Questions

📊 Pricing & Services

• How much do your bookkeeping services cost?

• We offer flat monthly pricing based on the size, activity, and bookkeeping needs of your business. You'll receive a clear proposal before services begin, so you know exactly what your monthly investment will be.

• Do you file my business taxes too?

• We do not prepare income tax returns or provide tax advice. We keep your books organized and tax-ready throughout the year and can provide year-end reports to your CPA or tax professional. Sales tax and certain other business filing support may be available when included in your service plan.

⚙️ How It Works

• What accounting software do you use?

• I primarily work with QuickBooks Online and use secure accountant access to manage your books directly within the software, completely eliminating the need for you to share your personal login password.

• How do I send you my financial papers and receipts?

• Documents can be shared by email or through a private Google Drive folder set up for your business. For clients utilizing QuickBooks Online, account access is provided through secure accountant user permissions rather than by sharing your personal login credentials.

🔒 Safety & Trust

• Is my financial data safe with you?

• I treat your financial records with care and absolute confidentiality. Client data is accessed through secure accountant user permissions rather than by sharing passwords. Documents may be exchanged through email or a private Google Drive folder, depending on the type of information being shared.