Frequently Asked Questions
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How do I begin working with you?
Just send me an e-mail or Text and I'll set up a time for a quick call!
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Who are your bookkeeping services for?
I work with small businesses including real estate agents, dentists, family physicians, attorneys, writers, designers, photographers, etc.
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What if I don’t have Quickbooks or an accounting software?
No worries! I can walk you through the options of what will best fit your business needs. Even if you’ve been in business for some time and still don’t have an accounting software, no problem at all. I can get you started right away!
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What if my business income varies from month to month?
It’s common for businesses to have busy seasons where some months are more profitable than other months! I can set up a consultation to review your books and decide the best approach.
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Can you sign off on my financial statements?
I am not a CPA! While I can prepare your financial statements for your review, I am not authorized to conduct audits or provide CPA-level endorsement for your financial statements. However, I will work with your CPA at year-end to ensure they have everything they need to speed up your business tax filings!
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What if business isn’t going well and I feel nervous about reaching out?
Rest assured, your information remains confidential. I won’t share or disclose any details about your books! If your business is going through a rough patch, you've landed in the perfect spot! Let's tidy up your financials so you can pinpoint precisely what needs a boost.
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What if I'm saving myself money by doing the bookkeeping myself?
Even with a basic understanding of bookkeeping, you might still be missing some important elements of bookkeeping. A seasoned bookkeeper with the necessary expertise and qualifications ensures accurate coding and recording of routine transactions. Engaging a professional bookkeeper results in cost savings for two primary reasons:
Enhanced Financial Clarity: Business owners gain clarity on areas of excessive spending and avenues for increased revenues
Reduced CPA Costs: By eliminating the need to sort out months of unreconciled accounts, and therefore decreasing the yearly bill owed to your CPA.
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Do you offer tax services?
I don't handle annual tax return filings or provide CPA-related services. However, I do have a recommended CPA I can direct you to.
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What if I’m in a different city or state?
The virtual nature of this business is a real advantage! A few of my clients are actually located outside of Colorado. For clients who aren't nearby, I use Zoom/MS Teams for consultations and meetings. All financial records, including bank statements, receipts, check requests, and invoices, can be easily exchanged through a shared Google Drive.