FAQs

  • What are the next steps once I've hired you as my Bookkeeper?

    Great Question!

    1. You’ll give me access (if you haven’t already) as your accountant to your QuickBooks Online (QBO).

    2. We will connect your bank & Credit Card accounts to QBO so all the transactions will feed in.

    3. Next, I’ll categorize every transaction that comes through.

    4. I’ll organize your receipts in the receipt management system and match them with your transactions.

    5. I’ll send you reports every single month by a certain date for your review.

    6. You’ll send payment to me via ACH on the 1st of every month (I’ll send you an emailed invoice to make it easy)

  • Am I locked in once we start working together?

    Never! We will discuss what your bookkeepng needs are and go from there. If at any point you need to stop your Bookkeeping services with me, I just ask that you send me a 30-day written notice.

  • Can I add on services at any time?

    Yes! You can add or remove certain services at any time while we are working together.

  • Do you charge by the hour?

    No. I want my clients to feel heard and valued. The way I do this is with a call to discuss what you’re looking for in your business with your Bookkeeping needs. Then I create a package for you based on your books and your budget.

    You will have access to me via phone, text, email and the client portal. I just ask that you give me 24 hours to respond. I never charge you for contacting me.

    In the event we start having multiple calls and/or lengthy calls that are not included in the package, I will let you know in writing that going forward I will need to charge an additional fee.

  • Do you do Payroll?

    I provide assisted Payroll service for an additional fee. It’s best if you use a Payroll company that can provide all the services you will need to run payroll, time, etc. efficiently. This is more of an HR role.

  • Do you Have a Referral Program?

    Yes! If you are a monthly client of mine and refer another business to me, once they become a monthly client I will give you a discount on your next month’s services, 15% off.