FAQs
FOR CREATIVE AGENCIES & SERVICE PROVIDERS
“What can I expect from your bookkeeping process?”
After you’ve booked a call, I will respond to your inquiry and confirm our appointment.
The purpose of our Discovery Call will be to learn more about your business, see if we are a good fit to work together, and create a plan for you moving forward regardless of whether we work together.
When working together, we build a customized plan for you based on the needs of your business. Every month, I record and categorize your transactions then reconcile your accounts. Financial reports are sent to your account by the 15th of the next month or quarter (providing documentation is provided promptly).
You have my continued support the whole journey.
“Why do I need a bookkeeper when I have a CPA?”
A good CPA and/or bookkeeper can help you effectively keep track of your income and expenses. They can also produce critical reports that provide insight into how your business is performing, what could be improved, and how close you are to reaching your goals. Ideally, it is beneficial to have both a CPA and bookkeeper on your small-business team. Some CPA firms do not provide bookkeeping services. In addition, hiring a specialized bookkeeper may be a fraction of the cost of paying your CPA for bookkeeping services, depending on the firm.
“How much do your bookkeeping services cost?
Monthly Bookkeeping services start at $249 and are customized to your business..
Bookkeeping pricing is based on multiple factors. After discussing your business needs and reviewing your current books, we would be happy to provide you with a customized proposal.
“Do I need QuickBooks Online software?”
Yes! We will help get you setup if it is your first time using the software. Already have your bookkeeping in a spreadsheet? We can help you move into QuickBooks Online!