General Services

Q: What’s the difference between a bookkeeper, a full-charge accountant, and a CFO?
A bookkeeper records and reconciles transactions. A full-charge accountant handles bookkeeping plus invoicing and prepares financial statements like the Profit & Loss and Balance Sheet. A CFO provides strategic financial planning, cash flow forecasting, and high-level guidance to help you grow your business.

Q: Do you work with businesses in all industries?
Yes! While I have experience across multiple industries, my small business accounting and fractional CFO services are especially valuable for service-based businesses, creative entrepreneurs, and purpose-driven organizations.

Q: Can you work with my existing accountant or tax preparer?
Absolutely. I regularly collaborate with CPAs, tax preparers, and other accounting professionals to make sure your bookkeeping, financial strategy, and tax compliance all work together seamlessly.

Process & Pricing

Q: How do we get started?
We’ll start with a free discovery call to talk through your business goals, current accounting setup, and any challenges. From there, I’ll recommend the accounting services package that fits your needs.

Q: Do you offer monthly packages or one-time projects?
Both. Most clients choose monthly bookkeeping or CFO service packages for consistent support, but I also offer one-time accounting projects like QuickBooks cleanup or financial statement preparation.

Q: How much do your services cost?
Pricing depends on the level of service—basic bookkeeping, full-charge accounting, or fractional CFO services—and the complexity of your business finances. We’ll create a plan that delivers value and fits your budget.

Technology & Tools

Q: Do you work in QuickBooks Online only, or other platforms too?
My core service is QuickBooks Online bookkeeping and accounting, but I can also advise on integrating other tools like expense tracking apps, invoicing software, and reporting dashboards.

Q: Do you offer virtual services?
Yes—my virtual bookkeeping and online CFO services allow me to work with clients anywhere in the U.S. using secure, cloud-based platforms.

Support & Communication

Q: How often will we meet or check in?
For monthly clients, we typically meet once or twice a month to review your financial reports, discuss cash flow management, and answer questions. I’m also available by email between meetings.

Q: Will I have access to my financial data at all times?
Yes. You’ll have full access to QuickBooks Online and any shared financial documents so you can check in on your business finances anytime.