Frequently Asked Questions

Hiring a bookkeeper who's passion and expertise is numbers will allow you to gain confidence in your numbers and free up time so you can grow your business and spend it with those who matter the most.

Bookkeepers are responsible for on-going maintenance of their clients’ books. A bookkeeper’s common responsibilities consist of:

• Compiling data
• Categorizing expenses 
• Reviewing the books for accuracy
• Reconciling bank statements
• Generating financial statements

Accountants use the accurate and up-to-date books maintained by the bookkeeper to provide advisory services, such as:

• Preparing income tax returns
• Providing tax planning advice

I work with small, service based businesses in various industries. 

After the initial setup of your books, we will maintain them monthly.

After the month ends we will pull your statements or ask you to upload them. We will then categorize your transactions.

You will receive an email with any questions/clarifications. Once those questions are answered you'll receive your reports with highlights of what the numbers are telling you.

Because every business is different I offer a free consultation to learn more about you and your business and create a plan to fit your needs.

• Our monthly base packages start at $400 and will vary depending on your needs. 
• Our DIY package starts at $165 a month plus a one time setup fee.
• If any clean-up/catch-up services are needed that will be a separate fee.