Do I really need a bookkeeper if I have an accountant? Yes! Think of it this way: your bookkeeper is like a personal trainer who works with you every week to keep you fit, while your accountant is like the doctor you see once a year for a check-up. I manage your daily transactions and monthly reports so that when tax season hits, your accountant has everything they need in perfect order. What software do you work with? I am a Certified QuickBooks ProAdvisor and I am also professionally trained in Xero and Excel. If you aren't sure which platform is right for your business, I’m happy to help you decide during our discovery call. How do we share documents and information? Security is my top priority. We will use a secure, encrypted portal (like Hubdoc, Dext, or a shared QBO folder) where you can easily upload receipts and bank statements. No more messy email attachments or lost paper! Services & Pricing I haven't done my books in months (or years). Can you help? Absolutely! "Catch-up" and "Clean-up" projects are very common. I can help you sort through the backlog and get your finances current so you can move forward with a fresh start. How much do your services cost? Every business is unique. My pricing is based on the volume of transactions, the complexity of your accounts, and whether you need monthly maintenance or a one-time clean-up. After our Discovery Call, I will provide a custom quote tailored specifically to your needs. Do you handle my business taxes? I focus on management accounting (bookkeeping and financial reporting). While I don't file income tax returns, I ensure your books are "tax-ready" so your CPA or Tax Preparer can file your returns quickly and accurately, often saving you money on their hourly fees.