
Frequently asked questions
How do you communicate with clients?
I stay flexible to fit your style whether that’s email, Zoom, or quick text check-ins. Most clients prefer a monthly review via Zoom or email, but I’m always available when questions pop up. Clear, open communication is part of how I help you stay on top of your books without the stress.
What accounting software do you use?
I exclusively use QuickBooks Online. It’s the gold standard for small business bookkeeping, and it allows me to deliver accurate, efficient, and tax-ready financials. If you're not already set up with QuickBooks, I can help you choose the right plan and get everything started.
Is my financial information secure?
Absolutely. I use secure cloud-based systems, encrypted file sharing, and follow best practices to protect your data.
CAN YOU HELP ME WITH FINDING APPS FOR MY COMPANY?
Definitely! I’ll recommend and help integrate apps that boost efficiency, streamline workflows, and save you time.
Do you offer catch-up bookkeeping?
Yes! If you’ve fallen behind on your books, I’ll help you get caught up quickly and accurately. No judgment, just clean records.
What industries do you specialize in?
I work with a wide range of small businesses including restaurants, construction, non-profits, and creative professionals. If you use QuickBooks or want to get started, I’ve got you covered.
WILL YOU DO MY TAXES?
I don’t file taxes, but I’ll work with your CPA to make tax season easier.
Your books will be clean and organized, which lowers CPA billable hours—and saves you money.