Q+A

Do you work with other accounting software or only QuickBooks?

In order to provide the best service possible, my practice is highly focused on knowing QuickBooks in and out, how it plays with third-party apps, and keeping up to date with the latest developments. If you're not currently using the platform, that's okay—we're happy to migrate your data if you're interested in moving to QuickBooks Online.

I'm not seeing a plan that fits my needs. Should I still reach out?

Yes! I'm here to work through pain points with you and can absolutely customize a plan based on your unique needs.

In addition to ongoing bookkeeping, I provide the following as-needed services:

  1. File Review: A thorough 50-point review of your file.
  2. File Cleanup: To fix problems discovered during the file review.
  3. Setup/Conversion: File setup or conversion from another software.
  4. Ongoing Support: Email, phone, and video support to help you work through software issues or answer your bookkeeping workflow questions.

Are you completely virtual?

Yes! Communication is handled via email, phone, text, and Zoom video conferencing. 

What does it mean to be a "Certified QuickBooks ProAdvisor"?

It means we're awesome! Besides that, a Certified QuickBooks ProAdvisor has been trained and tested by Intuit. A ProAdvisor is expected to know the ins and outs well enough to help you get the most out of this powerful accounting software. They can also help you get things set up, clean up a file gone hay-wire, or simply step in to assist in managing day-to-day bookkeeping tasks.

Do I really need both a Bookkeeper and an Accountant?

In my experience, I believe it’s best to work with both year-round. Together, they form an important team that works in the best interest of your business. In addition to providing strategic consulting, they can also ensure that your books are correct, up-to-date, and ready for tax time.

What's the difference between the two?

Generally, a Bookkeeper will handle the day-to-day financial activities of your business while an Accountant gets most involved during tax time, preparing and filing returns. One of the best analogies I've heard to differentiate the two: Think of your Bookkeeper as the Nurse and the Accountant as the Doctor. The Nurse is there more often to provide check-ups and make sure everything is going smoothly. The Doctor will come in for shorter periods to analyze the Nurse's work and make the bigger decisions.

I can't really afford to have a Bookkeeper on an ongoing basis. What should I do?

There are options! In this case, I offer two plans:

1) Review of your file, clean up (if needed), and training on best practices so that you can take charge of your bookkeeping moving forward.

2) Review of your file and clean up (if needed). Then, we move forward with a hybrid training/bookkeeping plan—this means that we train you or a member of your team to handle some of the bookkeeping tasks while we take care of the reconciliations and reviews.

What's the best way to reach you and when?

Email is always the best way to reach me. Phone calls and all other meetings can be scheduled during office hours.

Question not listed here? Ask away!