FAQ
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What types of businesses do you work with?
We primarily support small business owners who use QuickBooks Online and want reliable, accurate, and stress-free bookkeeping. Whether you’re a solopreneur, a growing service provider, or a multi-LLC operation, we tailor our services to fit your needs.
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Do I need to be using QuickBooks Online to work with you?
Yes. We specialize in QBO because it’s secure, efficient, and designed for seamless collaboration. If you’re not set up yet, we can take care of the software setup and migration for you.
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How does the onboarding process work?
Once you decide to work together, we’ll guide you through a simple onboarding process that includes gathering key documents, reviewing your current books, and learning about your business. From there, we create a custom workflow so your bookkeeping runs smoothly and stays up to date.
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How often will my books be updated?
Your books are updated each week based on the service package you choose. You’ll receive clear, easy-to-understand financial reports each month so you always know where your business stands.
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Are bookkeeping fees tax-deductible?
Yes. Bookkeeping fees are generally considered a tax-deductible business expense. Always confirm with your CPA for your specific tax situation.
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Can you work with my CPA or tax professional?
Absolutely. I collaborate directly with your CPA to ensure your books are clean, organized, and tax-ready. At tax time, I provide your accountant with everything they need; saving you time, stress, and back-and-forth emails.
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What happens if my books are behind or messy?
No judgment here! Many business owners come to us with overdue or disorganized books. We offer catch-up and cleanup services to get everything current and accurate so you can start fresh with confidence.
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How much do your services cost?
Pricing is based on the service package you select and the complexity of your business. After a consultation, we’ll provide a clear, customized quote. No surprises and no hidden fees.
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Do you offer one-time services?
Yes. If you don’t need monthly bookkeeping, I offer software setup, training, cleanup, and consulting as standalone services.
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Is my financial data secure?
Absolutely. We use encrypted, cloud-based tools (including QuickBooks Online) to ensure your financial information is handled safely, confidentially, and with best-practice security standards.
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What’s the best way to get started?
Schedule your free consultation to discuss your business needs, ask questions, and see if we’re a good fit. There’s no pressure. Just a helpful conversation about how to make your bookkeeping easier.