Frequently Asked Questions

Bookkeeping Services

  • We provide full-service bookkeeping for service-based businesses using QuickBooks Online. Services include monthly bookkeeping, bank and credit card reconciliations, income and expense categorization, accounts payable (AP), accounts receivable (AR), financial reporting, catch-up and clean-up work, payroll oversight, and ongoing QuickBooks support.

  • We specialize in service-based businesses, including:

    • Therapists and healthcare practices

    • Consultants, coaches, and agencies

    • Professional service providers

    • Trades businesses (HVAC, plumbers, contractors)

    If your business earns revenue primarily from services (not inventory-heavy retail), you’re likely a good fit.

  • Both. We support cash-basis and accrual-basis bookkeeping. If you’re unsure which method is right for your business, we’ll help you choose based on your goals, reporting needs, and tax requirements.

  • Yes. If your books are behind or messy, we offer one-time catch-up services to bring everything current and accurate. Once complete, you can transition into ongoing monthly bookkeeping if desired.

  • Yes. While we do not prepare or file taxes, your books will be accurate, reconciled, and organized so your CPA or tax preparer has everything they need without scrambling at tax time.

Accounts Payable & Accounts Receivable

  • Yes. AP services include recording vendor bills, matching payments, tracking due dates, and providing monthly AP aging reports. You remain in control of approving and releasing payments.

  • Yes. AR services include invoice creation, payment tracking, automated reminders, and monthly AR aging reports to help improve cash flow. Direct collections or legal actions are not included.

  • Plans are based on monthly volume. If you consistently exceed your plan’s limits, we’ll discuss upgrading to ensure your books remain accurate and timely.

Payroll Oversight

  • No. Payroll is processed through third-party providers such as Gusto or QuickBooks Payroll. My role is oversight and reconciliation, reviewing payroll for accuracy, ensuring transactions are properly recorded, and catching issues before they become costly.

  • Yes. We offer payroll setup and integration services to ensure your payroll platform is properly configured and synced with your bookkeeping system.

Onboarding Process

  • Onboarding is simple and structured:

    1. Introductory call to understand your business and needs

    2. Secure access to QuickBooks and financial accounts (view-only where applicable)

    3. Review of your current books

    4. Cleanup (if needed)

    5. Transition into ongoing monthly bookkeeping

    You’ll always know what’s happening and what to expect next.

  • Most clients are fully onboarded within 1–2 weeks. Catch-up work timelines depend on how far behind the books are and transaction volume.

Pricing & Billing

  • Pricing is flat-rate and based on transaction volume, complexity, and services required. Monthly bookkeeping packages and add-on services are clearly defined so there are no surprises.

  • Yes. If your business doesn’t fit neatly into a standard package, we’ll create a tailored solution that matches your needs.

  • No long-term contracts. Services are billed monthly, and you can cancel with notice per the engagement terms.

Communication & Reporting

  • You’ll receive monthly financial reports and proactive communication as needed. We’re available for questions and discussions as needed. This isn’t a “set it and forget it” service.

  • Depending on your service level, reports may include:

    • Profit & Loss

    • Balance Sheet

    • Cash Flow Statement

    • AP and AR aging reports

    • Management and performance insights

Software & Access

  • Yes. QuickBooks Online is required for ongoing services. We can help you choose the right plan and provide access through our ProAdvisor discount when available.

  • Only view-only access is required for reconciliation purposes. You retain full control of your accounts and payments at all times.

Getting Started

  • The first step is a short discovery call to confirm fit and understand your needs. From there, we’ll recommend the right services and guide you through onboarding.

  • If you’re a service-based business that values clean, accurate, tax-ready books and clear financial insight, size matters less than fit. If it’s not a good match, we’ll tell you honestly.