FAQ's

• Do you file my taxes?

No. I handle bookkeeping and advisory. At year-end I deliver a clean, reconciled package your CPA or tax preparer can file from directly — which usually saves you money on their side. I'm glad to coordinate with them.

• What if my business grows past my tier?

That's the goal. I'll review volume quarterly, and if you've crossed into the next band we'll talk about it before anything changes. No surprise invoices, ever.

• What accounting software do you use?

I use QuickBooks Online.  If you're on something else, mention it on the call and I'll tell you honestly whether we're a fit.

• How do I get my documents to you?

Secure client portal with a shared document folder. Most clients connect their bank feeds once and never think about it again.

• What's the commitment?

Month to month after an initial 3-month term. Cancel anytime with 30 days' written notice. Your books and records are yours — I export everything to you on the way out, no hostage-taking.

• Do you work with businesses in my industry?

I have experience working in construction and remodeling, healthcare, marketing and advertising agencies, and event and hospitality venues.

• Can I just pay you hourly?

I don't offer hourly engagements.