FAQs

Services include bookkeeping cleanup and catch-up work, monthly bookkeeping, account reconciliations, payroll support, financial reporting, accounting system setup, and bookkeeping health checks.

A Bookkeeping Health Check is a review of your bookkeeping system designed to identify errors, inefficiencies, cleanup opportunities, and areas of concern so you can move forward with greater confidence in your financial information.

Absolutely! Cleanup and catch-up projects are one of my specialties. Whether your books are a few months behind or need significant corrections, I can help get them back on track.

With several reputable specialty payroll companies who streamline payroll processing, I do not offer payroll processing services, but I do provide payroll support.

I am certified with Gusto, ADP and QuickBooks Payroll and have relationship with other payroll companies, and as part of my bookkeeping services, I will make sure payroll transactions are mapped properly in your books and will reconcile those transactions with your payroll reports.

No. I focus on bookkeeping and helping clients maintain tax-ready books. I work alongside your tax professional to provide organized financial records that support accurate tax preparation.

Yes. Collaboration with your existing tax professional is encouraged and often leads to a smoother tax season for everyone involved.