Got questions? Here are some quick answers about my bookkeeping, process documentation, and research services.
Do you offer custom research services for topics outside of bookkeeping or operations?
Yes — you can easily add process documentation or research later. I typically start with bookkeeping, and once we have a good flow, clients often add documentation or research for extra support.
Yes — you can easily add process documentation or research later. I typically start with bookkeeping, and once we have a good flow, clients often add documentation or research for extra support.
Can I add process documentation or research later on?
Yes, you can easily add process documentation or research later on. I typically start with bookkeeping, and once we’ve established a good flow, clients add on documentation or research as needed.
Yes, you can easily add process documentation or research later on. I typically start with bookkeeping, and once we’ve established a good flow, clients add on documentation or research as needed.
What kind of businesses do you work with?
I mostly work with service-based businesses — coaches, consultants, creatives, and other small business owners. If your back office needs organizing, I can likely help.
I mostly work with service-based businesses — coaches, consultants, creatives, and other small business owners. If your back office needs organizing, I can likely help.
What services do you offer?
I offer bookkeeping, process documentation, and structured research services for small to medium businesses. You can start with one service or combine them for a custom level of support.
I offer bookkeeping, process documentation, and structured research services for small to medium businesses. You can start with one service or combine them for a custom level of support.
Do I need to use QuickBooks?
QuickBooks is my main platform for bookkeeping because of its flexibility and integrations. If you’re not already using it, I can help you get set up quickly.
QuickBooks is my main platform for bookkeeping because of its flexibility and integrations. If you’re not already using it, I can help you get set up quickly.
Can you help me set up tools and integrations?
Yes — I offer integration setup to help your systems connect and work smoothly together.
Yes — I offer integration setup to help your systems connect and work smoothly together.
What’s the difference between process documentation and systems support?
Process documentation captures what you do — step-by-step — so it’s repeatable and trainable. Systems support helps recommend improvements, like streamlining workflows or suggesting tools to make things easier.
Process documentation captures what you do — step-by-step — so it’s repeatable and trainable. Systems support helps recommend improvements, like streamlining workflows or suggesting tools to make things easier.
Is there a minimum contract?
Nope! My bookkeeping services are typically billed monthly, but you can choose quarterly if it fits better. No long-term contracts — just reliable support, month to month.
Nope! My bookkeeping services are typically billed monthly, but you can choose quarterly if it fits better. No long-term contracts — just reliable support, month to month.
Do you require payment in advance?
Yes — for most services, payment is due upfront. For ongoing support, I use a simple monthly retainer. For one-time projects or deep-dive research, a 50% deposit is due at booking, with the balance upon completion. This reserves your spot and keeps things organized for both of us.
Yes — for most services, payment is due upfront. For ongoing support, I use a simple monthly retainer. For one-time projects or deep-dive research, a 50% deposit is due at booking, with the balance upon completion. This reserves your spot and keeps things organized for both of us.