Frequently Asked Questions

No—I teach you how to do it confidently. My packages focus on education, cleanup, and giving you the skills to maintain your own books.

If you want full-service bookkeeping (someone to do it for you every month), I can refer you to trusted bookkeepers in my network. But if you want to understand your books and feel confident maintaining them yourself, I'm your person.

Quick guide:

• •Just feeling uncertain? → QBO Confidence Checkpoint ($497)
• •Know things are wrong, need help fixing? → Books Rescue & Rebuild ($1,497)
• •Want ongoing support? → Bookkeeping Confidence Coaching ($497/month)

Still not sure? Book a free 30-minute Fit Chat and I'll help you decide.

I only work with QuickBooks Online. The platforms are fundamentally different, and I've specialized in Online to give my clients the best possible expertise.

If you're using Desktop, I can refer you to someone who specializes in that platform.

I work primarily with:

• •Service-based businesses (consultants, agencies, freelancers)
• •Contractors and construction trades
• •Creative professionals (designers, photographers, writers)
• •Professional services (lawyers, CPAs, coaches)

If you sell physical products, have inventory, or operate in restaurant/retail, I'll refer you to a specialist. Those industries have unique accounting needs.

Yes. Come back when you have at least 6 months of data. You need enough transaction history to see patterns before a file review makes sense.

In the meantime:

• •Watch QuickBooks tutorials on YouTube
• •Keep receipts organized
• •Track expenses in a spreadsheet

When you hit 6 months, then we can dive in.

Think of it this way:

Choose Rescue & Rebuild if:

• •You're short on time
• •The mess is bigger than you realized
• •You learn better by watching someone do it first
• •Tax deadline is approaching

Absolutely. Upgrade to Books Rescue & Rebuild within 30 days and I'll credit the full $497.

So you'd only pay $1,000 more to upgrade.

3-month minimum, then month-to-month after that.

Most clients stay 9-12 months while building confidence, then either:

• •Graduate to quarterly check-ins
• •Cancel because they feel fully confident
• •Keep going because they love the peace of mind

You're in control. Cancel anytime after month 3.

For one-time packages:

• •Usually 5-7 business days
• •Rush service available (+$297 for 48-hour turnaround)

For Coaching:

• •Usually 2-3 weeks to onboard and schedule first session

Three things:

1. Completed questionnaire (15 minutes)
2. Accountant user access to your QBO file (I'll show you how)
3. Your top 3-5 questions (so I know what to focus on)

That's it. No passwords, no downloads, no complicated setup.

I'll see what's in QuickBooks Online—your transaction history and account registers. But I won't see your actual bank login or current live balances unless you connect me directly (which isn't necessary).

Think of it like this: I see the movie you've recorded in QuickBooks, not the live camera feed from your bank.

Absolutely. Many clients have me join their annual tax meeting to:

• •Walk the CPA through what we cleaned up
• •Answer questions about specific transactions
• •Explain the reports I've prepared

This is included in the Tax Prep Handoff Package ($697), or I can join as a one-time add-on for $197.

Not currently. All packages are paid in full upfront.

If budget is tight, start with Confidence Checkpoint ($497) and upgrade later if needed.

I don't discount because I price based on value, not time.

However:

• •Credit toward upgrades (Checkpoint → Rescue & Rebuild)
• •Referral bonus: $100 Amazon gift card when your referral books a package