FAQs

1. What software platforms do you use to manage bookkeeping?

I work exclusively within QuickBooks Online (QBO). It allows us to safely sync your bank feeds, maintain a secure cloud ledger, and collaborate remotely in real-time. If you are currently on a different platform or using spreadsheets, I can help migrate your data to QBO correctly.

2. Do your monthly packages include my software subscription fees?

No. Clients are responsible for their direct software platform subscriptions (like QuickBooks Online and Gusto Payroll). This ensures you maintain full ownership of your accounts and business data at all times. I manage and maintain the platforms for you.

3. I haven't touched my books in months (or years). Can you fix them?

Absolutely! Messy or unorganized records are incredibly common. I offer upfront, historical catch-up and clean-up services to untangle your past financials, map your accounts correctly, and get your business 100% tax-ready.

4. How do we securely share bank statements and tax documents?

Security is my highest priority. We will never share sensitive financial documents over standard email text. You will receive access to a secure, encrypted digital client portal and Microsoft OneDrive folder where you can safely upload your files in seconds.

5. Are you a CPA, and do you prepare corporate tax returns?

I am not a CPA (yet)! I bring several years of hands-on experience as a professional bookkeeper, hold a Bookkeeping Certification from Clover Park Technical College, and am completing my Bachelor’s Degree in Accounting from the University of Washington (graduating this December 2026). My practice focuses strictly on monthly bookkeeping, catch-up clean-ups, and individual/single-owner tax returns. For complex corporate partnership or S-Corp filings, I operate as your clean financial liaison, handing a pristine trial balance directly to your specialized corporate tax CPA.

6. Do I really need a bookkeeper, and why?

If you are spending your weekends sorting receipts, guessing on your tax write-offs, or stressing over whether your bank balance is accurate, you need a bookkeeper. Beyond saving you hours of administrative time, clean books protect you from costly IRS audits, uncover hidden expenses, and give you the exact financial clarity you need to confidently grow your profits.

7. What will you need from me each month?

I handle the heavy lifting, so your workload stays minimal! Each month, all I need from you is "read-only" accountant access to your QuickBooks Online dashboard, your business bank statements, and answers to any quick transaction questions. You can securely upload all documents to your private, encrypted client portal in seconds.

8. What are the major accounting and tax deadlines I need to know?

For single-owner businesses and individuals, the big dates to watch are April 15th for your annual personal and Schedule C tax filings, and the 15th of April, June, September, and January for Federal Quarterly Estimated Payments. Additionally, Washington State B&O Excise Taxes are due quarterly or monthly depending on your business classification. Don't worry—as your bookkeeper, I track these timelines for you so you never face a late fee.

9. What do your fees cost?

I offer transparent, predictable flat-rate monthly packages starting at $250 a month, tailored to your specific transaction volume and software needs. This means you always know exactly what you are paying upfront -no unexpected hourly bills. For historical clean-ups or catch-up projects, I provide a customized, transparent flat-fee quote before any work begins.

10. Can I switch to you from my current bookkeeper?

Absolutely, and the transition is completely seamless! You do not have to worry about a stressful handoff. Once you decide to move forward, I will provide you with a simple checklist of exactly what files to request from your previous provider. Once you securely upload those documents to your private client portal, I will handle the back-end software setup smoothly without interrupting your daily business operations.

11. How fast can you get things done?

For ongoing monthly clients, your completed financial reporting packages (Profit & Loss and Balance Sheet) are delivered by the 15th of the following month, provided all documentation is submitted on time. Historical clean-up and catch-up project timelines vary depending on the number of unorganized months, but most are fully completed and tax-ready within 2 to 4 weeks.