Frequently Asked Questions

Here are some questions I am often asked. 

 
 
Who do you work with?

Small business owners who are looking for virtual bookkeeping services. This means that I use cloud-based accounting software and receive source documents from you electronically. Some examples of my clients are:

  • Veterinarians

  • Dentists

  • Photographers

  • Designers

  • Social media consultants/marketers

 
What if I want someone to come to my place of business?

I have many requests from business owners looking for someone to come to them and pass documents personally. Unfortunately, I would not be the best match for you. Since I have odd working hours (afternoon and late at night mostly), I have set up my business to specifically be virtual so I can work whenever I am able rather than having to work only when the business is open and operating. This is good for you because then, you can access your documents and books at any time and they will be updated more regularly in real-time.

 
Why don't you charge hourly like many other bookkeepers?

 

 

Easier. Easier on you because you're not guessing how much your bookkeeping investment will be each month. Easier on me to do what I've agreed to do for you without time tracking. Flat amount for agreed upon service(s).

 

 

 
What accounting software do you use?
 

 

QuickBooks Online and Xero.

 
What is the process for becoming a client?
 
What does the pricing mean?
 

  1. Contact me letting me know what you're look for, what industry you are in, how long you've been in business, and any other details necessary.

  2. We will schedule a 15-30 minute intro call where I want to learn more about you and your business and you can fill out a questionnaire to help me determine how I can best serve you.

  3. If I think we are a good fit, we will schedule a 1 hour consultation. If we continue to move forward, I will request access to your current financial information in order to present you with a proposal for services.

  4. If you accept the proposal, we will agree on and sign an engagement letter!

 

For the base monthly services which include the items listed, the price begins at the "starting" amount, but plans are able to be customized by adding on additional options, such as:

  • additional bank accounts or transactions

  • accounts receivable

  • accounts payable

  • budgeting

  • clean-up

 
How do you accept payment?
 

 

Bank transfer or ACH is preferred. I highly encourage debit cards only, as I believe in being personally and commercially debt-free. 

I do realize that not everyone agrees with this philosophy, so I do accept Visa, MasterCard, Discover, and American Express credit cards if absolutely necessary.

 
When do I have to pay you?
 

 

 

Your first invoice is due upon acceptance of our agreed upon engagement letter. After that, monthly payments are due the 1st of each month, to be automatically withdrawn.

 
Why should I choose you as my bookkeeper?
 

You want to choose me if you are looking for someone:

  • Accurate, reliable, timely

  • Trustworthy & honest

  • Who cares about you and your business (you are more than a number to me)

  • Knowledgeable about organizing and how to save you $$

  • To partner with and guide you

  • Who has been there, done it, and learned from it