FAQs
How do I know if I'm ready for a bookkeeper?
You're making steady money and you’re annoyed by, frustrated with or procrastinate on your books.
You’ve tried another bookkeeper, but feel like they didn't get you and you're still confused.
You actually don’t mind doing your books, but it’s time to outsource it and focus on what you’re really good at.
Are you an accountant? Can you file my taxes too?
I am not an accountant, but I do have a strong background in multi-client bookkeeping and being compliant with accounting regulations. We will collaborate with the CPA you select to ensure they receive the necessary documentation for your tax filing.
How do you price your services?
I understand that every client is unique, so I proudly offer a wide variety of services tailored to your specific needs, highlighted in our Services Section. Our commitment to effective communication ensures that we align our pricing with your financial situation, fostering a partnership built on trust. Once we agree on the details, we provide a clear proposal and contract, guaranteeing transparency and mutual understanding.
I’ve never hired a bookkeeper before. How exactly does it work?
Step 1 is to get you completely and properly set up in QuickBooks Online (if you are not already).
Step 2 is to catch you up to date for the current year or month and get into a monthly routine.
Each month we will take care of all of the bookkeeping tasks and communicate with any questions we have (I don’t guess).
What software do you use?
I focus on QuickBooks Online for bookkeeping and accounting, leveraging its powerful features to provide outstanding financial management services. Additionally, I work with various other software solutions, so be sure to check out the Software Consulting section under Services for more information!
Do you provide Consulting?
Absolutely!
I am eager to consult with you and provide valuable feedback tailored for your business needs. My expertise spans numerous areas including software development, inventory management, retail layout optimization, financial reporting, and innovative advertising methods. I understand that executing these strategies can be daunting, which is why I offer ongoing support to ensure everything runs smoothly. With a proven track record in project and workflow management, as well as payroll solutions, I am dedicated to helping your business thrive and achieve its goals. Check out our services tab!
What do you need from me to get started?
When we partner together, I will send a list of documents and action items for you. I will also schedule an onboarding meeting to walk you through any additional setup. You can expect emails back and forth during our setup process and in early months of our partnership.
As we get to know your business and transactions, we’ll have less questions for you each month.
Why the Bow Ties?
It’s a tribute to my late brother, Steven. Who was never afraid to stand out in a crowd and often found sporting a bow tie on special occasions. As he would say, “I’m living the dream man!”
#6 PrimeTime