We’ll talk about your business, your current bookkeeping process, any challenges you’re experiencing, and what you’re looking for in a bookkeeper. I’ll answer your questions and discuss which services may be the best fit for your business.

Pricing is customized based on your business needs, including factors such as transaction volume, number of accounts, complexity, and the level of support needed. After your discovery call, you’ll receive a customized proposal outlining the recommended services and pricing.

Not necessarily. Every business has different bookkeeping needs. Your services will be customized based on your business, so your scope may include some or all of the services listed on the Services page.

That’s okay! Clean-up and catch-up bookkeeping are available for businesses that need help getting their books back on track. I’ll review where your books currently stand and recommend the work needed to get everything accurate and up to date.

I primarily provide bookkeeping services through QuickBooks Online. If you already use QuickBooks Online, I’ll review your existing setup. If you’re just getting started, I can help make sure your books are set up appropriately.

No. I focus on bookkeeping rather than income tax preparation. My goal is to keep your financial records accurate, organized, and ready for your CPA or tax preparer. I can also coordinate with your tax professional when needed.