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, workers' comp insurance and administrative support. While on-site bookkeepers cost around $42,000 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 also support Xero for select industries.
I specialize in serving small and medium sized service-based businesses using QuickBooks Online. Most of our clients are online creatives (content marketers, web designers, graphic designers, writers, 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.
We offer a secure client portal where you can upload your information, ask questions and answer questions we ask.
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.
I do not charge by the hour. By providing a fixed price upfront, you won't have to worry about any surprise bills. We offer a variety of packages to meet your needs depending on where you are in your business journey and your goals.
Regular monthly bookkeeping prices are based on a variety of factors such as 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. Advisory Meeting, 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 based on your goals and business after conducting an Accounting File Health Check. 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.
At the time we review the information that you provide, we will provide an estimated timeline for completion. If you are close to the tax deadline, there may be a rush fee (subject to availability). Let's talk it over.
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.
Email is our preferred communication method and we reply within 1 business day. You will also have access to our calendar so you can schedule a time to talk. Your questions and concerns will be dealt with in a timely manner per our communication policy.