How does this work?

Here are answers to common questions about what it's like to work with me on your books.
01.
WHAT ARE THE BENEFITS OF HIRING A BOOKKEEPER?
Hiring a bookkeeper will give you peace of mind, knowing that your books are done, and done right. It frees you up so that you can focus on the highest and best use of your time, like strategic planning, marketing and serving clients. Spend more time on what you actually love doing! Well-kept books and reliable financial statements will give you valuable insights as to how your business is doing, and will allow you to analyze trends and identify areas for improvement. You will feel empowered having a clear financial picture, allowing you to make smart business decisions.
02.
IS MY BUSINESS TOO SMALL TO HIRE A BOOKKEEPER?
No way! If you are committed to making your business a success, you will take the numbers seriously. Your business might be small today, but that is the perfect time to set a foundation of good financial habits and organization that you will be glad to have in place as your business picks up. Well organized books will allow you to truly understand your numbers so that you can make smart business decisions and reach your goals. All that, plus you will have more time to work on growing the business instead of muddling through the books.
03.
I’M EMBARASSED, MY BOOKS ARE A MESS...
Don’t worry! I can clean up your books and get everything back on track so that they are accurate, up to date, and kept current. The best way to get your books under control is to have them done for you. You don’t have to do it all yourself. Let me help you!
04.
WHAT BOOKKEEPING SOFTWARE DO YOU USE?
QuickBooks Online, also known as QBO. I have found QBO to be the very best cloud accounting software for small business owners.
05.
WHAT DO I NEED TO HAVE SET UP BEFORE WORKING WITH YOU?
Realistically, nothing! I can support you in setting up a brand-new set of books or can work with what you’ve got. I can guide you on the best fit for your needs and help you get set up with QBO. If you do already have an QBO account, I can work with your existing account. You can choose to either pay for the monthly software subscription directly or to have it added to our monthly invoice as reimbursement.
06.
WHAT DO I NEED TO PROVIDE FOR YOU TO HANDLE MY BOOKS?
I’ll need read-only online access to bank and credit card accounts, and any payment apps and/or invoicing systems. This allows me to work efficiently and avoid having to bother you with requests for information that can be found within these banks or platforms. Once we decide to work together, you will receive a custom list of the other necessary documents I will need to get started on your bookkeeping.
07.
WHAT CAN I EXPECT FROM THE MONTHLY BOOKKEEPING PROCESS?
Once your books have been set up and caught up to date, they will be maintained monthly. After each month ends, I will pull together your reports and bank statements and will categorize your transactions. You will receive an e-mailed list of questions or clarifications, as needed. After those questions are answered, you will receive your monthly financial statements, custom reports, and insights.
08.
DO YOU DO TAXES?
I do prepare and file State of Washington and local B&O and sales tax returns. This is typically included in my bookkeeping services.
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I do not prepare nor file federal income taxes. But my bookkeeping services will help you be tax-ready and I can work with your tax CPA to provide what they need.
09.
WHAT ABOUT THE COST? HOW MUCH DO YOUR SERVICES COST?
Base monthly bookkeeping services start at $600 a month and may vary based on the complexities and specific needs of your business.
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If you need your books set up, cleaned up and/or caught up, these services are billed hourly at $150 per hour.
10.
WHAT SETS YOU APART FROM OTHER BOOKKEEPERS?
As a small business owner myself, I understand your systems, your struggles, and your drive. I am a licensed CPA with many years of public accounting and CFO experience. I understand the big picture, with an affinity for the details to make sure your books are done right. I love what I do and would love to help you succeed. I believe that well organized numbers are key your success. I’m in your corner!
Ready to get started?
