Q: Do I need a bookkeeper if I already have an accountant?
A: Yes! Bookkeepers and accountants work together, but we serve different purposes. A bookkeeper keeps your financial records organized and up-to-date throughout the year, which saves time and money when it’s time for your accountant to file taxes or provide financial advice.
Q: What’s the difference between a bookkeeper and an accountant?
A: A bookkeeper handles the day-to-day recording of financial transactions—like tracking income and expenses, managing payroll, and reconciling bank accounts. An accountant typically focuses on higher-level tasks like tax planning and financial analysis. I help ensure your books are clean, accurate, and ready for your accountant at tax time.
Q: Do you work with businesses of all sizes?
A: I specialize in working with small to mid-sized businesses, freelancers, and startups across a variety of industries. Whether you're a one-person operation or have a growing team, I tailor my services to fit your specific bookkeeping needs.
Q: What bookkeeping software do you use?
A: I primarily use QuickBooks Online, one of the most trusted and user-friendly accounting platforms for small businesses. It allows for real-time access, secure data storage, and seamless integration with banks and other financial tools. If you're using something else, I’m happy to discuss options that best suit your business.
Q: How often will my books be updated?
A: That depends on your business needs, but most clients have their books updated weekly or monthly. I’ll work with you to choose a schedule that keeps your finances current and your reports accurate—so you always know where your business stands.
Q: Can you help me catch up on overdue or messy books?
A: Absolutely! Cleanup and catch-up work is one of my specialties. If your books are behind—or haven’t been touched in a while—I’ll review your records, get everything back on track, and help you stay organized going forward.
Q: Is my financial information secure?
A: Yes. I take your privacy and data security seriously. I use trusted, encrypted software like QuickBooks Online and secure client portals to share and store your documents—so your information is always protected.
Q: What’s the process to get started?
A: It’s easy! We’ll start with a free consultation to learn more about your business and bookkeeping needs. From there, I’ll create a customized plan, help you get set up (or cleaned up), and provide ongoing support that fits your goals and schedule.