Frequently Asked Questions

Where do we start?

I will set up your accounting system and chart of accounts (or evaluate your existing chart of accounts)
Next, we will sync your business's banking and credit card transactions to the accounting software
Then, we can set up optional applications like Hubdoc or Receipt Bank for document and receipt management

Monthly income and expense tracking in bookkeeping software - entered correctly and on time
Monthly PDF's of your financial reports so you'll know, every month, how much profit you made and how much you spent
Annual financial reports so you can provide your tax preparer with clean & accurate bookkeeping records. They'll spend much less time preparing your taxes from good quality records - that equals less money spent on tax prep
Paperless receipt management software subscription will be included (you take a photo of your receipt and I take care of the rest). Your receipts will be attached to the corresponding transaction in Quickbooks

You run a small business and want to take control of your finances
You have good communication skills. Due to my streamlined process, I won't take up a lot of your time - but I will still need info and input from you to keep your books up-to-date
You are interested in having a virtual bookkeeper - I will connect with your bookkeeping software online and documents will be exchanged via the software and other applications that will help manage bills and receipts

If your bookkeeping has been piling up on your desk for months (or years!), I can get to work helping you get caught up.