Frequently Asked Questions

I go beyond basic data entry by analyzing trends, identifying inefficiencies, and providing actionable financial insights to help you run a more profitable, organized business.

Yes. I work with clients to build budgets, forecast revenue, and create financial plans that support smarter, long-term decision-making — not just month-to-month bookkeeping.

Absolutely. I specialize in cleanup projects, catching up months (or years) of disorganized financials and setting up systems to keep everything running smoothly.

Yes. I help new businesses establish best-practice bookkeeping systems, select the right accounting tools, and understand their financial picture from day one.

I primarily work with QuickBooks Online but have experience with several accounting platforms. I help clients choose and optimize the software that best fits their business needs.

Yes — while I do not file taxes, I ensure your books are accurate, organized, and tax-ready. I also collaborate directly with your CPA to make tax season smoother and more efficient.

Clients typically receive monthly financial statements, but weekly or custom reporting is available for businesses that want more frequent insight into their financial performance.

Yes. I provide training for business owners and teams on how to use accounting software effectively and maintain clean, organized financial records.

I work with small and growing businesses across a variety of industries, with a particular focus on helping service-based companies improve efficiency and profitability.

If bookkeeping tasks are taking time away from growing your business, your books are consistently behind, or you’re unsure about your financial health, it’s likely time to bring in a professional.