Bookkeeping & Financial Management 

Q: Why do I need a bookkeeper for my business?
A: Keeping accurate financial records helps you track profits, manage cash flow, and prepare for taxes. A bookkeeper ensures everything stays organized so you can focus on growing your business.

Q: How can QuickBooks Online (QBO) help my business?
A: QBO streamlines bookkeeping by automating invoices, tracking expenses, reconciling bank transactions, and generating reports to give you real-time financial insights.

Q: Can you clean up my books if they are behind or messy?
A: Absolutely! I specialize in bookkeeping cleanup, categorizing past transactions, reconciling accounts, and ensuring your financials are accurate.

Q: Do I still need an accountant if I have a bookkeeper?
A: Yes, bookkeepers manage day-to-day financials, while accountants handle tax filing and compliance. I can work alongside your accountant to keep everything running smoothly.

Tax Help & Payroll Services

Q: Can you help me with tax preparation?
A: While I don’t file taxes, I organize your financials, ensuring all records are tax-ready for your CPA, making tax season stress-free.

Q: Do you offer payroll services?
A: Yes! I can set up and manage payroll through QuickBooks Online, ensuring timely and accurate payments to your employees.

Business Consulting & CFO Advisory

Q: What’s the difference between bookkeeping and CFO services?
A: Bookkeeping keeps your financials organized, while CFO services analyze reports, cash flow, and trends to help you make strategic business decisions.

Q: Can you help me understand my financial reports?
A: Absolutely! I break down reports like Profit & Loss, Balance Sheets, and Cash Flow Statements to help you make informed business decisions.

Q: Can you help me with budgeting and forecasting?
A: Yes! I use your financial data to create budgets and cash flow forecasts to plan for growth and avoid financial pitfalls.

Marketing, Website, & Social Media

Q: Can you help me improve my business’s online presence?
A: Yes! I offer website assistance, SEO optimization, and social media management to boost your visibility and attract more customers.

Q: Why is marketing important for my business?
A: A great product or service isn’t enough—customers need to find you! I help businesses develop strategies to increase brand awareness and engagement.

Insurance Advisory (Coming Soon!)

Q: Will you offer business insurance advice?
A: Yes! Soon, I’ll be offering insurance advisory services to help businesses protect their assets, employees, and operations.

Q: What types of insurance coverage do business owners need?
A: Every business is different, but common policies include General Liability, Workers’ Comp, Commercial Auto, and Cyber Liability Insurance.