What is it like to work with me?

Here are answers to the common questions on what it is like to work with me on your books.

Why is bookkeeping important?

Bookkeeping frees you up to focus on what you love most about your business—the parts that drive revenue and fuel your passion—while letting you truly step into the role of visionary for your company. I’ll keep your financials up to date and provide clear snapshots, key highlights, and valuable insights into your business’s performance.

What sets you apart from other bookkeepers?

Passion - As an online entrepreneur myself, I understand the systems that you rely on, the challenges you face, and the drive that fuels your work. To me, numbers are not just figures - they are the road map to your success.

Professionalism - With 10+ years as a licensed CPA, I bring a wealth of knowledge to support your business.

Productivity - Efficiency is key. Streamlined systems are designed to deliver fast, accurate results, breaking down your income by revenue stream and providing timely, detailed reports. You will receive clear, actionable date - not just numbers that leave you scratching your head.

What if my books are a mess? Do I need to do any work before you begin services?

Short answer is no - I understand that this may not be your expertise so I take it off your hands. Part of our onboarding process is to get you set up with clean books from either the first day of business or the first day of the current year, whichever you prefer. Typically a historical clean up is a one time fee and based on expected hours to complete.

Do I need bookkeeping software?

You do not need to have it already. If you already have one up and running we will usually work with it to avoid significant changes. Sometimes, it is easier to begin with a clean slate and my preferred software is QuickBooks Online. Monthly fee to maintain a QuickBooks online account is included in our monthly fee.

What is the difference between your small business bookkeeping services and your CPA advisory services.

Small business bookkeeping - provides monthly bookkeeping and reporting, historical clean up (if applicable), monthly add-on services related to monthly transactions of the business.

CPA advisory services - These services really aim in being a partner and advisor to your business using my expertise as a 10+ year CPA. We have a discussion over unique needs of your business and what reporting can help you achieve clear insight. Whether it is budgeting, forecasting, pricing analysis, financial health audit of balance sheet and P&L (to name a few) I provide you with tailored insight that can allow you as a business owner to make strategic decisions or plan for the future.

What do I need to provide for you to handle my books?

We request online access to banks, credit cards, PayPal (or similar services), and your invoicing system (if separate). Almost all of these allow a read-only accountant login and we will help you figure out how to set one up so your date is secure. This allows us to work efficiently and independently without significant disruption to your day to day.

What can I expect from the monthly bookkeeping process?

Once your books have been set up, we maintain them monthly. After month-end we will pull your online reports and categorize your transactions. You will receive one email of questions/clarifications where needed and once resolved, we will provide you with monthly financial reports (balance sheet and P&L). Turnaround time is 7-15 days from month-end depending on availability of downloadable reports.

What is the pricing of your services?

Small business bookkeeping - Our base monthly packages start at $400 a month and can vary based on complexities and needs. If you need a historical clean up there is a one time set up fee that starts at $500 depending on the complexity and number of months needed to be cleaned up. Billings are monthly auto-pay subscription and due at the beginning of the month.

CPA advisory services - Since this is a more tailored service with ad-hoc reporting, pricing is based on an hourly rate in effect at the time. We typically provide a proposal fee for the advisory service/reporting needed.