"Making good judgments when one has complete data, facts, and knowledge is not leadership -Â it's bookkeeping."Â Â
-Dee Hock, founder and first CEO of Visa
Ready to Get Started?
Together we'll find the right bookkeeping solutions for your needs.
Ready to Get Started?
Together we'll find the right bookkeeping solutions for your needs.
Frequently Asked Questions
What does a bookkeeper do?
A bookkeeper handles the day-to-day financial recordkeeping that keeps your books current and organized. This includes tracking and properly recording income, expenses, invoices, loans and assets, as well as reconciling your accounts. Consistent bookkeeping gives you reliable financial information so you know where your business stands.
Does my business need a bookkeeper?
Yes. A reliable bookkeeper can give you back valuable time, help protect your business from costly errors, and provide you with clear, reliable financial information so you can make informed decisions about the health and growth of your business.
What's the difference between a bookkeeper and a CPA?
Bookkeepers perform the ongoing functions that keep your financial records current, accurate, organized, and tax-return ready. This includes the day-to-day work of recording transactions, reconciling accounts, tracking income and expenses, and maintaining your books.
Accountants and CPAs may provide bookkeeping services as well, but their primary expertise often includes specialized services such as tax planning and strategies, financial audits, IRS matters, and other higher-level accounting needs. Their rates for bookkeeping are also often higher, and some firms require retainers.
For businesses that need consistent, professional bookkeeping but don't require those specialized services, working directly with a bookkeeper can be a more cost-effective way to keep the books properly maintained.
My books are a bit messy, is that okay?
No problem at all! I'll get your books cleaned up and back on track.
How much are your bookkeeping services?
No two businesses have exactly the same bookkeeping needs, so my services are customized for each client. Pricing is based on the specific bookkeeping functions your business requires, along with the volume and complexity of the work involved. We'll discuss your needs during your free consultation so I can provide pricing tailored to your business.
I'd prefer a face-to-face consultation. Can we meet in person?
Certainly! I am happy to meet local business owners in person for a consultation.
What types of in-person services do you provide?Â
For local clients, I can accommodate monthly bookkeeping review meetings, assistance with physical bank deposits, QuickBooks Online setup, and basic on-site QuickBooks Online training at your office.