Have questions...here's more info:
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What’s included in the Essential Bookkeeping package?
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Every month, I will categorize all business-related income and expense transactions, reconcile bank and credit card accounts, and provide you with monthly financial statements - including a Balance Sheet and Profit & Loss.
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These reports help you understand your business’s past so you can make smarter decisions for its future. They’re also essential for tax planning and securing mid-year financing.
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You’ll also receive email and text support, so you always have guidance when you need it.
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What’s NOT included in the Basic Bookkeeping package?
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Anything beyond standard monthly tracking of income and expenses is not included in the base price.
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However, additional services are available as add-ons, including:
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Detailed financials (class tracking or job profitability)
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Invoicing
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Bill payment
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Payroll
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Monthly strategy sessions
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What qualifications do you have?
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I am a Certified QuickBooks ProAdvisor with a Bachelor’s degree in Business and Accounting.
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I also belong to a large network of financial professionals, so if a unique or unfamiliar situation comes up, I have the resources to find answers quickly and efficiently.
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How can I verify that you are a QuickBooks ProAdvisor?
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Go to the top of this page and click on one of my ProAdvisor badges. That will bring you to my ProAdvisor page in QuickBooks.
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Is an engagement letter required?
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Yes. After we discuss your specific needs, I will send an engagement letter outlining the services and pricing for you to review and sign.
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What information do I need to share?
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I will need read-only access to your business bank and credit card accounts to efficiently complete your monthly financials.
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If I have a question, how long does it take to get a response?
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I pride myself on being highly responsive and aim to reply within 24 hours at most (excluding weekends and holidays).
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If I’m especially busy, I’ll still acknowledge your message and let you know when to expect a full response.
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What hours do you work?
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Bookkeeping allows for flexibility, so I work at various times throughout the day and evening.
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However, I respond to emails and phone calls during standard business hours: Monday - Friday, 9 - 5.
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Is QuickBooks Online required?
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Yes. I use QuickBooks Online to maintain efficiency and keep my pricing accessible.
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If you already have a subscription - great! If not, I’ll help you choose the right plan for your business.
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Do you require a lengthy contract?
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Nope! There are no long-term contracts - just the engagement letter outlining services and pricing.
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A 30-day cancellation notice is required, and there are no partial month refunds.
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If you’re ready for cleaner books, better financial clarity, and less stress
Let’s connect and talk about what your business needs.
