Frequently Asked Questions

Do you offer hourly bookkeeping?
No. Monthly bookkeeping services are offered at a flat rate based on service tier and business complexity. This allows for predictable pricing, clear expectations, and consistent delivery.

Additional services or special projects outside the monthly scope may be quoted at a flat project rate or billed hourly when appropriate.

What’s included in each service tier?
Each service tier includes a clearly defined scope of work outlined on the Services page and in your engagement agreement. This ensures you always know what’s included — and what’s not.

If your business needs change, services can be adjusted accordingly.

What happens if my business grows?
Growth is a good thing. If your transaction volume, account structure, or overall complexity increases, pricing may be adjusted to reflect the expanded scope of work.

Any changes are always discussed in advance and documented in writing.

Do you only work with QuickBooks Online?
QuickBooks Online is my preferred platform, but I’m happy to work with other accounting systems if a client prefers them. Please note that alternative platforms may impact pricing depending on complexity and access.

Do I need to give you my bank passwords?
No. I do not request or require banking passwords. I use secure, third-party access tools that allow me to view and manage accounts without seeing your login credentials.

If you prefer, you may also upload bank and credit card statements directly.

What if I already have an accountant or CPA?
That’s great. I regularly coordinate with clients’ CPAs to ensure clean, accurate records for tax filing and year-end reporting. All communication is transparent, and clients are copied on correspondence unless otherwise requested.

When will I receive my monthly financial statements?
Monthly financial statements are delivered according to your selected service tier, provided all required information is received on time:

• Fine Line: by the 20th of each month

• Bold Script: by the 18th of each month

• Full Coverage: by the 15th of each month

If required information is delayed, delivery timelines may be adjusted accordingly.

How do we communicate?

Email is the primary method of communication. Clients can expect a response within 24 hours unless otherwise noted. Sensitive information is exchanged through a secure client portal.

Are calls included?

Monthly calls are included for Bold Script and Full Coverage clients. Fine Line clients receive monthly email check-ins.

Additional calls can be scheduled as needed and may be billed separately.

Do you prepare or file taxes?

No. I do not prepare or file tax returns. My role is to maintain accurate financial records and provide clean financial statements for your CPA.

I’m happy to coordinate with your CPA and provide any information they need for tax filing.

What if my books are behind?

That’s more common than you might think. If your books need catch-up or clean-up work before ongoing bookkeeping can begin, we’ll address that first as a separate project.

Once your records are current and accurate, we can transition into monthly services.

How do we get started?

The first step is a consultation call to determine whether we’re a good fit and identify the appropriate service tier for your business.

If we decide to move forward, you’ll receive an engagement agreement outlining scope, pricing, and expectations before work begins.