If you don’t already have bookkeeping software, I’ll recommend Xero—it’s user-friendly, accountant-friendly, and perfect for small business owners. I’m currently in the process of becoming a Xero Partner to better support my clients.
If you’re already using QuickBooks Online, no problem! I’m very experienced with QBO and can be added as your accountant to access your books.
Note: I don’t work with Wave for monthly clients. While it’s a great option for free software, it lacks the sophistication and features necessary for clean, professional bookkeeping.
Yes, absolutely. While I can’t directly connect your bank accounts myself, I’ll walk you through the setup process and make sure everything is linked properly. If you're starting from scratch, I’ll help you choose the right plan and get your bookkeeping software up and running. There’s a small additional monthly charge of $20 if we set up the software for you and manage it under our account.
Yes—but in a good way.
Working with us is much more affordable than hiring a full-time (or even part-time) employee, and you still get the peace of mind that your books are handled accurately and consistently. Plus, you’ll have the oversight of a licensed CPA with over a decade of experience—something most in-house bookkeepers can’t offer.
Our monthly service includes:
We’ll also request your tax return and a few documents at the end of the year so we can make final adjustments like depreciation and equity balances.
No—we focus strictly on bookkeeping. This allows us to stay efficient, detail-oriented, and fully dedicated to giving each client the attention they deserve. That said, we make sure your books are clean, accurate, and ready to hand off to your tax professional at year-end.
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