Pricing will depend on the size and complexity of your business. All services are charged as a flat fee. Monthly bookkeeping service is billed on a monthly basis. Catch Up/Clean Up services are a one time fee billed up front. To find out the exact fee for your business, book a free call to get a quote with no commitment required.

Each month, using QuickBooks Online, I will: (1) categorize your transactions from the QuickBooks bank feeds, (2) reconcile your bank, credit card, and loan accounts, and (3) generate your profit and loss statement along with any additional reports you request. This monthly process ensures your financial records are accurate and up to date, providing you with clear insights into your business’s performance.

Whether your books are behind or messed up by a few months or a few years, I can help! With Catch Up/Clean Up services your books will be brought up to date and made accurate. Pricing is a flat fee that is billed up front before services are rendered. The amount of the fee will depend on the size and complexity of your business, how many months you are behind, and the current state of your books. You can get a free quote by booking a call to discuss your situation and needs.

I am a QuickBooks Online ProAdvisor and work exclusively with QuickBooks Online (QBO) to ensure efficiency and add the most value to my clients. Unfortunately I do not work with other accounting software or offer manual bookkeeping using spreadsheets.

I currently do not work with QuickBooks Desktop as I exclusively work with QuickBooks Online (QBO).

I am an Intuit Trained Bookkeeper and a Certified QuickBooks ProAdvisor.

I’m based in Central Ohio, but thanks to the digital nature of bookkeeping, I serve clients across the United States. All services are provided remotely and am unable to meet in person to perform services.

Yes! My bookkeeping services are completed remotely and I accept clients from anywhere within the United States.

All bookkeeping services I provide are completed remotely and not done on sight. I am unable to meet you in person or perform bookkeeping duties at your business’s physical location even if you are local.

I understand how essential timely financial reports are for making informed business decisions. The delivery of your monthly reports depends on how quickly I receive the necessary information from you—such as responses to questions and access to bank and credit card statements. Once all required documents are provided, I aim to deliver your reports within the first ten days of the following month.

Hiring a bookkeeper for the first time is an important milestone for any business. If you're unsure whether you're ready to take that step, you're welcome to schedule a free, no-obligation call. During our conversation, I'll learn more about your business and help you determine if bookkeeping services are the right fit at this stage.

Outsourcing your bookkeeping can save you money and free up valuable time. For many business owners, bookkeeping is a time-consuming and often tedious task—especially when juggling multiple responsibilities. Accounting software is constantly evolving, and staying up to date can be a challenge. By outsourcing, you can focus on growing your business while a dedicated bookkeeper ensures your financial records are accurate and current. This means you'll have timely access to up-to-date financial statements —so you’re always prepared to apply for a new line of credit, file taxes, make a major purchase, or handle whatever opportunities or challenges your business may face.

Your business’s data is stored and transmitted through secure systems, including but not limited to Google Drive, Drop Box, and QuickBooks Online, which utilize industry-standard encryption and access controls.

I am not a CPA and do not provide tax preparation or advisory services. As a bookkeeper, my role is to accurately record your financial transactions and maintain up-to-date books to ensure they are ready for tax season. But I will collaborate with your CPA as needed to ensure your financial records are organized in a way that supports effective tax planning and compliance.

I communicate with clients primarily through email. You can expect to hear from me via email at least once a month to check in, address any questions, and ensure everything is running smoothly. You are welcome to reach out via email at any time, and I will respond within 48 hours, unless otherwise noted in an out-of-office notification provided in advance. If you prefer to speak by phone, I also offer the option to schedule a call through a booking link.

Google Drive and Drop Box are the software I use to send and receive documents between us. They utilize industry-standard encryption and access controls.