Questions and answers
If yours is not here, call, text or email and I will reply within 24 hours.
Getting started
How do I get started?
With a free assessment: a short call by phone or video. I learn about your business, your software, and how far behind things are. Then you get a clear price and a simple agreement before any work starts.
What do I need to send to get started?
Not much. An invitation to your QuickBooks Online as an accountant user (I can walk you through it), access to your business bank and credit card statements for the months I'm working on, and receipts and bills shared through a secure folder. If you have payroll, a copy of your payroll reports. If you are not sure what you have, we go through it together during the free assessment. Please never send statements or passwords by text message.
What software do you use?
QuickBooks Online. If you do not have it yet, I can help you get set up.
I'm months behind. Can you still help?
Yes. Catch-up work is quoted in writing first, so you know the cost before I start.
Can we meet in person?
Yes, in the Hope area, for setup or a first look at your books.
Is there a contract?
A simple one-page agreement. No long lock-in.
How quickly do you reply?
Within 24 hours. I work during the day, so text or leave a message and I'll get back to you.
Pricing
What is included each month?
Categorizing, bank and credit card reconciliations, GST/PST tracking, a monthly report, and replies within 24 hours.
Which plan do I need?
A transaction is one line on your bank or credit card statement. Pick one ordinary month, count the money-in and money-out lines on each business account and card, and add them up. A rough number is fine: send it to me and I'll tell you which plan fits.
What if I have more than 150 transactions a month?
Ask for a quote.
Is QuickBooks Online included in the price?
No. Your QuickBooks Online subscription is separate and stays in your name, so you always own your books.
How do I pay?
Monthly, by e-transfer, at the start of each month.
Security
Is my information safe?
You invite me into your own QuickBooks account and can remove my access at any time. Files are shared through a secure folder, never by text message, and I sign a short confidentiality agreement.
Tax and year-end
Do you file my taxes?
No. I keep your books clean and ready. Your accountant files, and I can refer you to a CPA if you do not have one.
Are you an accountant?
I am a bookkeeper, not a CPA. I do the monthly record-keeping; a CPA handles tax and year-end.
Do you work with my accountant?
Yes. For tax filing and year-end, I hand clean books to your accountant, or I can refer you to one.
Still have a question?
Happy to connect for a free assessment of your books. No charge, no commitment.