How do I get my Information to you?
How do you access my accounting software?
Frequently Asked Questions
Outsourcing your bookkeeping needs has become a cost-effective move. On-site bookkeepers require office space & furniture, a computer, employee taxes/benefits and administrative support. While on-site bookkeepers cost around $40,000 or more a year, a virtual bookkeeper will cost you a fraction of that depending on the services contracted.
I specialize in QuickBooks Online. I can also support Xero and AccountingSuite.
I specialize in serving small and medium sized service-based businesses. Some of our clients are online creatives (content marketers, web designers, graphic designers, writers, etc), home and business services (lawn care, handymen, electricians, plumbers, etc) and small non-profit organizations among a few others.
During the Discovery Call process, I will learn about your business and specific industry and let you know if I am able to help.
You have several options for sending me pertinent documents. You can upload securely through via my Client Portal. Alternatively, you may choose to utilize Hubdoc, Receipt Bank or AutoEntry.
You can also grant me view-only access to your online banking, to allow me to gather statements & transaction information without you needing to provide them every month. Most banks offer accountant logins with restricted access and permissions.
Regular monthly bookkeeping prices are based on the size of your business, the number of bank and credit card accounts you have, the average number of transactions you do each month and other factors such as additional services needed (ie. Payroll, Accounts Receivable, Custom Reports, etc.) Pricing for catch-up work is based on the number of months of backlog and the extent of the clean up.
All prices are customized to your specific needs. I encourage you to schedule a discovery call to discuss your business's specific needs to get a customized proposal.
However big you think your mess is, chances are I've seen and cleaned up bigger ones. I have experience in getting financial transactions organized and caught-up after months or even years have gone by.
Your company’s financials are a private matter and are treated with the utmost care. Our full confidentiality policy will be detailed in your service agreement.
I am very responsive to emails as my preferred communication method. You will also have access to my calendar so you can schedule a time to talk. Your questions and concerns will be dealt with in a timely manner.