Services/FAQ
Services
I use QuickBooks online.
Fees
I do a monthly flat rate. This will be determined upon your free consultation. My minimum per month is $500.
How do I get documents to you?
II will purchase Hubdoc/Keeper for you and integrate applicable software and request several documents (all bank, credit line, and credit card statements) to allow me to on-board you. I will schedule a kick-off meeting to ensure all documents and issues are discussed.
When do I get my financial reports?
I will have your financial reports delivered by the 10th of every month.
What if my books are behind?
That is perfectly fine. I will work with you to get them up to date and ready for monthly reconciliation.
Where are you located?
I work remotely from the PNW area but will work with clients across the US. I do like to meet clients on site when possible or needed
What are your certifications?
I have an Associate Digital Bookkeeper certificate as well as being certified with Quickbooks Pro.
