FAQs
What if my books are a mess or don’t exist?
1
First, we all have to start somewhere — and I’m here to help, not judge.
Bring on the messy books… I actually love a good cleanup.
If your books are behind, disorganized, or all over the place, we’ll work together to get everything cleaned up, organized, and set up properly in QuickBooks moving forward.
And if your books don’t exist yet? That’s completely okay too. I’ll get you set up in QuickBooks in a way that actually makes sense for your business.
Don’t let messy or non-existent books hold you back — having support through this makes a huge difference (and honestly, it feels SO good once it’s done).
What does the process look like if I’m currently working with another bookkeeper?
2
Sometimes a change is needed — I totally get it.
If you’re looking to switch, I’ll guide you through the entire transition so nothing falls through the cracks. We’ll create a clear list of what’s needed from your current bookkeeper and make sure everything is properly wrapped up.
Once that’s done, I’ll review your QuickBooks account to ensure everything is accurate, clean, and ready moving forward.
I’m also more than happy to communicate directly with your previous bookkeeper to make the transition as smooth and stress-free as possible for you.
Do you offer tax services?
3
I don’t provide tax filing or tax advice — but I work closely with amazing tax professionals and am always happy to refer you to someone I trust.
My role is to make sure your QuickBooks is clean, organized, and fully ready so your tax season is smooth, stress-free, and no surprises.
4
What accounting software do you use?
4
What accounting software do you use?
I work exclusively in QuickBooks Online.
It’s reliable, user-friendly, and gives you a clear picture of your numbers without feeling overwhelming. It also makes collaboration seamless so we’re always on the same page.
If you’re not currently using QuickBooks, I’ll get you set up and customized to your business from the start.
I work exclusively in QuickBooks Online.
It’s reliable, user-friendly, and gives you a clear picture of your numbers without feeling overwhelming. It also makes collaboration seamless so we’re always on the same page.
If you’re not currently using QuickBooks, I’ll get you set up and customized to your business from the start.