❓1. Who do you work with?

I specialize in helping solo service-based business owners who want stress-free, reliable bookkeeping. If you're just starting or have a few years under your belt, I’m here to support your journey.

❓2. What bookkeeping software do you use?

I use QuickBooks Online (QBO) and support tools like Hubdoc, Google Drive, and others to keep everything organized and efficient.

❓3. What if I’m behind on my books?

No worries! I offer cleanup and historical catch-up services to get you back on track. We'll review your books together and create a custom plan.

❓4. How much do you charge?

My monthly plans start at $200/month, and project work starts at $50/hour. Final pricing is confirmed after a free 20-minute discovery call based on your specific needs.

❓5. What is included in the free discovery call?

We'll talk through your business needs, what you’re currently using (if anything), and figure out the best package or service to fit you.

❓6. How do I send you my receipts and financial documents?

I make it simple—just upload your receipts to a shared Google Drive folder or Hubdoc, depending on your plan.

❓7. Do you offer tax services?

I do not prepare taxes, but I will provide accurate, organized financial reports that make tax time easier. I’m happy to collaborate with your CPA or tax pro.

❓8. What if I need more hours than my plan includes?

You can upgrade to the next plan or add extra time at $45/hour. I’ll always let you know if we're getting close to your time limit.

❓9. What do I need to get started?

Not much! During our discovery call, I’ll guide you through the basics. But typically, you’ll need:

• Access to your QuickBooks Online account (or I can help you set it up)

• Bank and credit card statements (or online access)

• Any receipts or invoices you’d like to include

• A few minutes to answer some simple questions about your business

Don’t worry — I’ll walk you through every step!