Frequently Asked Questions
Who do you work with?
I work with small business owners, independent professionals, contractors, and service-based businesses that want accurate, organized financial records and better visibility into their business.
My clients are typically established businesses that are generating revenue and need help staying on top of their bookkeeping, cash flow, invoices, and financial reporting.
Whether you're a contractor, consultant, designer, therapist, coach, marketer, or other service provider, I can help you keep your finances organized and your business moving forward.
Do I need to have a registered business? Do you work with clients outside the U.S.?
You do not need an LLC or corporation to work with me. I also support sole proprietors and self-employed professionals.
At this time, I work exclusively with clients who operate and are located in the United States. This allows me to use compatible bookkeeping tools and support compliance with U.S. tax and reporting requirements.
If you're just getting started and are in the process of setting up your business, I can help you understand what financial records you'll need to maintain from the beginning.
Do you work remotely?
Yes. Everything can be handled digitally, securely, and efficiently.
How do we begin?
We start with a free consultation to discuss your business, your current bookkeeping needs, and how I can help.
What does the monthly service include?
Services vary based on your business needs, but may include bookkeeping, account reconciliations, financial reports, accounts payable and receivable tracking, payroll support, and more.
Do you work with businesses that are behind on their bookkeeping?
Yes. Whether you're a few months behind or need a full clean-up, I can help organize and update your records so you can move forward with confidence.
What Software do you use?
I primarily work with QuickBooks Online and other secure cloud-based tools that make it easy to collaborate and access your financial information.
What Software do you use?
I primarily work with QuickBooks Online and other secure cloud-based tools that make it easy to collaborate and access your financial information.