A: No, I do not provide CPA services. Instead, I specialize in preparing your financial books to ensure they are meticulously organized and tax-ready for your tax professional. By maintaining clean and orderly records, I significantly streamline the process for your tax preparer, enabling them to work more efficiently and secure the best possible tax savings for you. This approach not only saves you time but also reduces the overall cost associated with tax filing, as your tax preparer will spend less time sorting through disorganized financial data.

A: Neither. I do not charge by the hour or lock you into rigid contracts. Instead, I tailor my pricing to meet the specific needs of your business. After thoroughly analyzing your books, I will provide you with a flat monthly rate that covers all the tasks essential for your business's financial health. This approach ensures transparency and predictability for your budgeting, allowing you to focus on what you do best: running your business.

A: Yes, absolutely! I understand how overwhelming it can be to manage your books, especially if they've fallen behind. Whether your books are a little messy or in complete disarray, I am here to help! I will start by thoroughly analyzing your books to identify what is needed to get them caught up and/or cleaned up. I will then develop a tailored plan to bring your books up to date, no matter how far back I need to go. My goal is to reduce your stress by ensuring your books are accurate and organized, giving you the peace of mind to focus on other aspects of your business. Let me take the hassle out of bookkeeping for you!

A: While we are a local business, I also work with clients beyond my local area. My remote services are designed to support your business, no matter your location. Whether nearby or remote, I provide personalized support. I will gladly hop on a video call with you when you need it, and even screen share if needed to help explain things in more detail.

Schedule a FREE consultation to learn how I can help you!

A: Simply schedule a FREE consultation through my website, and we’ll discuss your business needs to create a personalized bookkeeping plan for your business. Schedule here!

A: Yes! My services are designed to provide clarity and organization while ensuring you maintain full control over your financial data. To make things easier with your banks and credit card accounts, most of them will allow read-only access for accounting/bookkeeping services, so that access can be granted without having control. This helps eliminate the hassle of back-and-forth trying to get monthly statements, and being able to see check images (if they offer this service to you).