What are the fees?

I offer a flat-rate monthly fee but the minimum amount is $200 a month. Let’s discuss your unique business needs so we can determine the best way to support you.

How does monthly bookkeeping work?

I review and record all your business transactions using QuickBooks to create monthly financial statements, including your Profit & Loss and Balance Sheet.

What type of bookkeeping services do you offer?

I  specialize in QuickBooks Online and I am a certified QuickBooks Online ProAdvisor. My services are offered remotely, but we can arrange zoom meetings to discuss your bookkeeping. I use cloud-based software for secure and easy document uploads and transfers.

When and how do I send my documents to you?

I will need your bank statements each month. To simplify things, we can set up automatic syncing with with your QuickBooks account, allowing you to focus on your business while we take care of the bookkeeping. If you prefer, you can also send me your documents directly. I use secure cloud-based software and email for safe document delivery.

When do you deliver my monthly financial reports?

I will have your financial reports ready and delivered by the 10th of each month, giving you the information you need to plan effectively for your business.

What if my books are behind or in need of a “clean up”?

I can help clean up any messy transactions or inaccurate records from the past. We’ll go over the details as needed based on your specific situation.

What software do you use?

The software I use Quickbooks Online.