Summary

FAQs

• What bookkeeping software do you support?

  I work with QuickBooks Online, Xero, and Zoho Books. You can grant me accountant access to your preferred software for efficient bookkeeping.

• How do I provide access to my bookkeeping software?

  Once we agree to proceed, I will guide you through granting accountant access on QuickBooks Online, Xero, or Zoho Books. This allows me to review and manage your books securely.

• Do you offer a free consultation before starting?

  Yes! I provide a free consultation via Zoom or Google Meet to understand your requirements and tailor my services accordingly.

• What documents do you need to get started?

  I typically require: Accountant access to your bookkeeping software Bank and credit card statements PayPal, Stripe, or other payment processor reports (if applicable) Any receipts, invoices, or expense details you wish to include

• Can you help clean up and fix past bookkeeping issues?

  Yes! If your books are outdated or have errors, I can perform a thorough review and cleanup to bring them up to date.

• How often do you update the books?

  Depending on the service package you choose, I can update your books weekly, bi-weekly, or monthly to ensure accurate financial records.

• Do you provide financial reports?

  Yes! I generate key reports, including: Profit & Loss Statement Balance Sheet Cash Flow Statement These reports help you track your business performance.

• Is my financial data secure with you?

  Absolutely! I follow strict confidentiality protocols and only use secure access methods to handle your financial data.

• Do you offer tax preparation services?

  While I specialize in bookkeeping, I can prepare accurate financial records for your accountant or tax preparer. If needed, I can also assist with tax-ready financial reporting.

• What are your payment terms?

  Payments are handled through Contra, and I require full or milestone-based payments, depending on the scope of work.

• Can I request ongoing bookkeeping services?

  Yes! I offer one-time, monthly, and long-term bookkeeping support based on your business needs.

• How do I get started?

  Simply send me a message on Contra to schedule a free consultation and discuss your bookkeeping needs!