Frequently Asked Questions

Yes — bookkeeping support is provided remotely, so I work with small business owners across the country, not just locally.

That's exactly what cleanup bookkeeping is for. We'll review where things stand, get everything reconciled and current, and set up a system so it doesn't happen again.

We'll hop on a short call to talk about your business, your current bookkeeping setup, and what kind of support makes sense. No pressure, no obligation — just a conversation.

I work across QuickBooks Online, QuickBooks Desktop, and Sage Intacct, so I can typically meet your business in whatever system it's already using.

Pricing depends on your transaction volume and the current state of your books. After the free consultation, I'll put together a plan with clear, upfront pricing — no surprises.

Both. Some clients need a one-time catch-up project to get current, while others prefer ongoing monthly support once things are organized. We'll figure out what fits during your consultation.

Typically read-only access to your bank or credit card statements and accounting software, plus a general sense of how your business runs. I'll walk you through exactly what's needed after our consultation.

I focus on bookkeeping — keeping your records accurate, reconciled, and ready for tax season. I'm happy to work directly with your CPA or tax preparer when it's time to file.

You'll have a clear point of contact and regular updates on your books — not radio silence for months followed by a confusing stack of reports.

Yes. I work within secure, encrypted platforms like QuickBooks Online, QuickBooks Desktop, and Sage Intacct, and your information is never shared outside our work together.