Bookkeeping FAQs

  • What types of businesses do you work with?

    I specialize in small service-based business bookkeeping.

  • How often will you update my books?

    Depending on your needs, I typically update books monthly to keep your financials current and accurate.

  • What software do you use?

    I primarily use QuickBooks Online, which allows you to access your financial data anytime and easily share documents with me.

  • How do I get started?

    We'll start with a brief call (phone or virtual) to discuss your business, your bookkeeping needs, and goals. During that conversation, I'll gather the necessary details and then provide you with a customized quote.

  • What documents or information do you need from me?

    Bank and credit card statements, invoices, bills, and any other financial documents related to your business activity.

  • Can you help with payroll?

    I focus solely on bookkeeping. If you have payroll, I’ll take care of the bookkeeping side. This will allow your records to stay clean and organized.

  • Can you recommend payroll set-up?

    Yes, I can help you get set up with ADP—a trusted provider that offers great support and special pricing. Once your payroll is running, I’ll take care of the rest.

  • How will I know the status of my books?

    I update your books monthly, and you can log into your QuickBooks Online account anytime to see what’s been done. If you ever need financial reports or have questions, just let me know—I’m happy to provide them upon request.

Tax Preparation FAQs

  • How long does it take to prepare my tax return?

    Once I have all your documents, it usually takes about 7-10 business days to prepare and review your return.

  • Can you file my return electronically?

    Yes, I e-file your federal and state tax returns securely once you’ve reviewed and approved them.

  • Do you offer tax planning or advice?

    My focus is on accurate preparation and filing. I can offer basic tax tips but complex planning may require a CPA.

  • How do I pay for your tax preparation services?

    Payment is due upon completion of your tax return, and I accept various payment methods including credit cards and electronic transfers.

  • What happens after my tax return is filed?

    Once your return is filed, I’ll send you a copy for your records along with confirmation that it was accepted by the IRS and state (if applicable). Your documents will also be filed on our IRS approved portal for future reference.