What services do you offer?

   I provide various services, including data entry, bank reconciliation, financial reporting, tax preparation, and accounts payable/receivable management for businesses. I also offer seamless solutions for personal lifestyle and retiree services. Click on the links to learn more.

How much do your services cost?

   Fees vary based on the complexity and volume of work. Business services start at $35/hour for a la carte items, with discounts for packaged solutions on retainer. Lifestyle services start at $25/hour with discounts for monthly contracts.

What information do I need to provide to get started?

   Generally, you provide financial statements, bank statements, receipts, invoices, and other relevant financial documents.

How often will you update my books?

   The frequency of updates can be tailored to your needs, ranging from daily or weekly updates to monthly, bi-monthly, or quarterly reviews. Most businesses set up a regularly scheduled day or two per week or bi-weekly, a couple of hours each day, for basic bookkeeping needs.

Can you help with tax preparation and filing?

   Yes. I offer tax preparation services and can work closely with your tax professionals to ensure your records are ready for tax season. I do not file taxes.

What software do you use?

   QuickBooks is my go-to for business software. I can also guide you in QuickBooks so you can set up your company and learn how to manage your data. I use Excel spreadsheets, too, when business clients feel more comfortable and don’t need integrations, and for personal lifestyle clients.

How do you ensure the accuracy of my financial records?

   I employ various methods, such as double-entry accounting, regular reconciliations, and internal checks, to maintain accuracy and reliability.

Can you help me understand my financial statements?

   Yes, I can explain the details of your financial statements and provide insights into your financial health.

What measures do you take to protect my financial information?

   I have strict confidentiality policies and secure data storage practices. I also use a Virtual Private Network (VPN), which encrypts data online.

How do you handle discrepancies or errors in the records?

    I identify and investigate discrepancies through reconciliations and audits, then correct errors promptly while keeping you informed throughout the process.

What qualifications do you have?

    I am trained in QuickBooks and have many years of experience in practical bookkeeping, wealth management, and financial planning strategies.

Can you work with my accountant?

    Yes, I frequently collaborate with accountants, attorneys, and financial advisors to provide comprehensive financial management and ensure the accuracy of all records for tax filings, audits, and major life events.

How do I transition from my current bookkeeping system to your service?

    I evaluate your current system, transfer data if needed, and set up new processes to ensure a smooth transition. All of this is done transparently and with ease to make your day-to-day financial transactions and needs seamless.

What is the difference between bookkeeping and accounting?

    Bookkeeping involves managing daily financial transactions and records, while accounting includes more in-depth analysis, reporting, and strategic financial planning, considering a business's tax repercussions and legal responsibilities.