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Frequently asked questions
The things people ask before we start.
What's the difference between a bookkeeper, an accountant, and a CPA?
A bookkeeper handles your daily finances: categorizing transactions, reconciling bank statements, keeping your books current. An accountant focuses on tax strategy and planning. A CPA is licensed to audit, sign returns, and represent you before the IRS. Most small businesses need a bookkeeper first. That's me.
How much does small business bookkeeping cost?
The exact price depends on your transaction volume and how many accounts you have, so I send a custom quote after our first conversation.
See live starting prices →Do I need a bookkeeper if I already have QuickBooks?
QuickBooks is the tool. I'm the person who knows how to use it. Most owners set it up once and never open it again. I run it for you.
My books are months behind. Can you help?
That's exactly what QuickBooks cleanup is for. Most cleanups take 2 to 4 weeks, depending on how far behind you are.
What do I need to get started?
Just send me an email. After a quick conversation, I'll need access to your bank statements and QuickBooks, or I set it up for you. That's it.
Do you work with my type of business?
Contractors, cleaning services, landscapers, restaurants, salons, and other small businesses. If you're a hands-on owner making under $2M a year, we're probably a good fit.