We'll start with a free 30-minute consultation via phone or video conferencing to determine your bookkeeping needs and see if we'll make great collaborators. If we decide that we’re a good fit, I’ll perform a complimentary diagnostic assessment of your current books and provide you with a quote for services.

Pricing is based on the project's scope, the specific services required, and your desired timeline. After performing the complimentary diagnostic assessment, I will provide an estimate and a preliminary engagement agreement outlining the details. The estimate will require your approval before work begins. I strive to keep my rates fair and competitive while at the same time being fairly compensated for the expertise I bring.

For ongoing monthly work, our engagement will be on a month-to-month basis. For larger one-time projects, timelines depend on the specifics of the project. For cleanups, I generally dedicate approximately one month for a year’s worth of cleanup.

Your CPA looks at your finances periodically when it’s time to file taxes or provide financial advice. Your bookkeeper manages the nitty-gritty of your finances, processing daily transactions, tracking cash flow, receivables, and payables, reconciling bank accounts and loans, maintaining compliance, and providing you with clear monthly reports that keep you up to date on the financial health of your business and help to alleviate the stress of tax time.

Nope! One of the beautiful things about offering virtual services is that we can work together regardless of where you’re located. As long as you’re within the contiguous United States, we’re good to go.

We do not prepare taxes, but we will work closely with your CPA to ensure that your financial reports are clear, accurate, and ready for tax filing.

We leave payroll to the payroll experts. We’d be happy to help you find a reliable third-party payroll service to manage your payroll needs