Frequently Asked Questions (FAQ)
1. How do I provide my documents or receipts?
Scan & email them to me.
Meet in person to hand them over.
Pick up/drop off services can be arranged.
All documents are stored securely: physical copies in locked cabinets, digital copies in encrypted cloud storage.
2. How do you handle my financial data?
All information is treated with strict confidentiality.
Physical documents are secure, and digital files are on encrypted cloud storage.
All devices I use have antivirus and security protection.
Only authorized personnel (just me) can access your data.
3. What bookkeeping software do you use?
I’m a QuickBooks Certified ProAdvisor.
Services include QuickBooks setup, bank & credit card reconciliation, and financial reporting.
4. Can you handle backlogged accounts?
Yes! I offer Starter, Pro, and Elite Cleanup services depending on the backlog size.
Services include recording transactions, reconciling accounts, and preparing reports.
5. Are your services remote or in-person?
I provide 100% remote services with flexible scheduling.
Zoom or phone consultations are available.
6. How do payments work?
You can pay via credit/debit card using Stripe, check, or cash.
Payments are handled securely, and receipts are provided for your records.
7. Can I track my appointments or bookkeeping updates?
Yes! You can schedule appointments with me via email, phone, or in-person.
I provide regular updates on your bookkeeping and can share QuickBooks reports securely.
8. Do you use cash or accrual accounting?
I can work with both cash-basis and accrual accounting, depending on your business needs.
Cash-basis records income and expenses when money actually moves—simple and common for small businesses.
Accrual-basis records income when it’s earned and expenses when they’re incurred, even if payment hasn’t happened yet—useful for larger businesses or if you have inventory.
QuickBooks can handle both methods, and you can view reports under either system anytime.
9. Do you provide support for tax preparation?
Yes! I prepare all necessary reports and financial statements to make tax filing easier for you or your accountant.
My services focus on accurate bookkeeping, so you have all the information needed for tax preparation.
I do not file taxes myself, but I ensure your records are organized, complete, and ready for your CPA or tax preparer.
10. Do you provide support for tax preparation?
Yes! I prepare all necessary reports and financial statements to make tax filing easier for you or your accountant.
My services focus on accurate bookkeeping, so you have all the information needed for tax preparation.
I do not file taxes myself, but I ensure your records are organized, complete, and ready for your CPA or tax preparer.
11. Do I need a contract?
Yes! A simple, clear contract protects both you and me.
It outlines: services, payment terms, confidentiality, duration, and responsibilities.
Optional agreements or disclosures can cover additional policies or legal notices.
