Frequently Asked Questions

What bookkeeping services do you offer and what is your bookkeeping process?

1.) All business income and expenses are categorized.

2.) All business checking or savings, credit card and loan accounts are reconciled.

3.) The P&L (profit & loss) and balance sheet are prepared on a monthly basis.

Simple! Check out a full list here of other services offered.

Where are you located?

I am based in Michigan but all services and meetings are completed 100% remote (no on-site work).

How much do you charge for your bookkeeping services?

I charge a flat monthly fee for my bookkeeping services. The monthly fee is contingent upon your specific business needs. Schedule a free initial consultation with me here to obtain a free quote and discuss how I can best support your business!

What accounting software do you use?

All business transactions are recorded and analyzed using QuickBooks Online which is also used to compile your P&L and your balance sheet on a monthly, quarterly and annual basis.

Can you help in setting up an efficient bookkeeping system for my business?

Yes! I am a certified QuickBooks Online ProAdvisor, and even if you are brand new to QuickBooks, I can help setup your books (i.e. customized chart of accounts, vendor list, customer list) with ease!

Can you help me with budgeting and financial forecasting for my business?

Absolutely! One of my main passions is budgeting and determining cash flow for business owners. I love helping business owners set goals and see a bigger picture of financial security. We can work together to determine a monthly, quarterly or annual budgeting parameter for your business.

How frequently will you update my books and deliver financial reports?

I will update your books on a weekly basis. Your P&L and balance sheet will be delivered by the 10th of each month.

Can you help me with accounts payable and accounts receivable management?

Yes! These are part of the premium services offered. Check out a full list here of services that are offered.

Are you available for periodic financial consultations or meetings to discuss my business’s financial health?

Of course! We can schedule a virtual meeting to discuss any business needs you have (i.e. cash flow management, additional reporting).

How and when can I provide my documents to you?

I use a secure cloud-based software for documentation delivery which is perfect for uploading your bank statements! You can send me your bank statements through the secure cloud-based software at the very beginning of each month, or I can set up your business banking transaction activity to sync automatically with QuickBooks Online.

What if my books are a mess and I need help cleaning and catching them up?

No worries! I can help clean up your books from past mistakes as well as catch them up to date! We can further discuss your needs to get you back on track!