Schedule Time
With Us!
A one-to-one consultation will give you the opportunity to discuss your needs and challenges. It will help me know how I can best support you.
Frequently Asked Questions
Q:
What exactly does a bookkeeper do, and how is that different from a CPA?
A bookkeeper handles the financial tracking for your business — entering transactions, categorizing expenses, reconciling bank accounts, and making sure your books are clean, accurate, and up-to-date.
A CPA (Certified Public Accountant), on the other hand, typically steps in for tax preparation, audits, or high-level financial analysis. They often rely on the work your bookkeeper does to file accurate tax returns or give tax advice.
In short: bookkeepers keep the records tidy and usable, while CPAs use those records to do the big-picture tax and compliance work. Most small businesses need both — but your bookkeeper is often the one you talk to more regularly and rely on for making everyday decisions.
Q:
I feel overwhelmed by my numbers — how do you help me understand what the reports are telling me?
First of all, you’re not alone. Most business owners feel the same way.
I help you translate your numbers into a relatable story — so instead of just seeing a spreadsheet full of transactions, you'll start to see patterns and how you can make better decisions going forward.
Depending on what you need, we might:
Review your reports together and discuss what they actually mean,
Set up a money dashboard so you can track your goals clearly,
Or use your numbers to coach through things like pricing, growth decisions, or whether you’re paying yourself enough (or at all).
This isn’t just about getting your books “done.” It’s about helping you feel confident, clear, and in charge of your business — not buried under it.
Q:
Do I really need bookkeeping if I’m just starting out or not making much money yet?
Yes — especially if you’re just starting out. Regardless of when you started or how big your business is, you need to know what’s coming in, what’s going out, and whether you’re building something sustainable.
Whether you want me to handle it, coach you through it, or teach you how to do it yourself, the goal is the same: get your money organized early so it doesn’t become a mess later. That way, you’re not guessing at tax time, flying blind on pricing, or wondering why the bank account feels empty when you're “doing okay.”
Bottom line? You don’t have to be making millions to treat your business like it matters.
Q:
What’s included in bookkeeping? Do you do clean up or catch up work? Do you work remotely?
Yes, yes, and yes.
My monthly bookkeeping services include all the essentials:
✅ Recording and categorizing your income and expenses
✅ Reconciling bank and credit card accounts
✅ Monthly reports that actually make sense to you
✅ Ongoing communication so you never feel alone or confused
If your books are a mess — or haven’t been touched in months (or years) — don’t worry. Cleanup and catch-up are part of what I do, and you’re not the only one who’s behind. We’ll sort it out without shame or stress, just step-by-step progress toward clean, usable books.
And no, you don’t need to be local! I work virtually with all clients across the country using secure systems and cloud-based tools like QuickBooks Online, so you can get professional support no matter where you live or work.
© Copyright 2025. Company Name. All rights reserved.