Frequently Asked Questions

General Bookkeeping

  • What does a bookkeeper do, and how is that different from an accountant?
    A bookkeeper handles the day-to-day tracking of your finances — recording income and expenses, reconciling accounts, and generating reports. An accountant typically uses that data for tax filing and higher-level financial analysis.
  • Do you work with businesses of all sizes?
    I specialize in small and medium-sized businesses — including solopreneurs, startups, and growing companies — where accurate, up-to-date books make the biggest difference.
  • Do you work remotely or onsite?
    All services are provided remotely using QuickBooks Online, so I can work securely with clients anywhere in the U.S.
  • What accounting software do you use?
    We work exclusively with QuickBooks Online. This ensures consistency, efficiency, and data accuracy across all client accounts.
  • Do you require my bank and credit card accounts to be connected to QuickBooks Online?
    Yes. We require all financial accounts to be securely connected to QuickBooks Online for automatic transaction downloads. This allows for real-time data accuracy and minimizes manual entry errors.
  • Can you help me set up QuickBooks Online for my business?
    Absolutely. We’ll set up your QuickBooks Online account, chart of accounts, bank and credit card connections, and any custom settings your business needs.
  • How often will my books be updated?
    Most clients choose monthly updates, but weekly or quarterly options are also available depending on your business activity and reporting needs.

For Authors & Writers

  • How can bookkeeping help me as a writer or author?
    Professional bookkeeping helps you track book sales, royalties, advances, travel expenses, and other business deductions — giving you a clear financial picture and peace of mind at tax time.
  • Do you understand the unique income streams authors have?
    Yes. we’re experienced with royalties, self-publishing income, speaking engagements, and writing-related coaching or editing services.
  • Can you help me separate my business and personal finances?
    Definitely. We’ll guide you in setting up a system that keeps your business and personal finances separate — making it easier to manage your cash flow and prepare for taxes.

For eCommerce Businesses

  • Do you work with online sellers and eCommerce platforms?
    Yes! We work with sellers on Shopify, Etsy, Amazon, eBay, WooCommerce, and other platforms.
  • Can you reconcile sales from multiple platforms and payment processors?
    Yes. We ensure all sales, fees, and deposits from payment processors like PayPal, Stripe, and Shopify Payments are accurately reflected in QuickBooks Online.
  • Can you track inventory and cost of goods sold (COGS)?
    Yes. We can help set up inventory tracking and COGS in QuickBooks Online to give you an accurate picture of your true profitability.

Financial Reports & Taxes

  • Do you prepare and file taxes?
    We don’t file taxes directly, but we make sure your books are clean, organized, and ready for your CPA or tax preparer.
  • What financial reports will I receive?
    You’ll receive key reports like the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement. Accrual-Basis clients also receive Accounts Payable and Receivable aging reports. We can also provide custom reports tailored to your business goals.
  • Can you explain my reports in simple terms?
    Absolutely! We take the time to help you understand what your numbers mean, so you can make informed, confident business decisions.

Working Together

  • How do I get started?
    We’ll start with a free 15-minute introductory call to discuss your business, your bookkeeping needs, and the best service plan for you.
  • How much do your services cost?
    Our plans start at $299 (for the first three months, increasing to $325). Pricing depends on your transaction volume, business type, and level of service. After our consultation, I’ll provide a transparent, customized quote.
  • Do you offer catch-up or cleanup bookkeeping?
    Yes — we can bring your QuickBooks Online account up to date, no matter how far behind your books are.
  • How do you keep my financial data secure?
    QuickBooks Online uses industry-standard encryption and security protocols. We also use secure, encrypted file-sharing tools to protect your sensitive financial information.
  • What industries do you serve besides authors and eCommerce?
    In addition to those, we work with consultants, coaches, small retailers, and other service-based small to mid-sized businesses.
    Read our engagement policy.