Frequently Asked Questions About Bookkeeping
1.) Why is a Local Expert Bookkeeper like me SO Important to the success of your Business?
Because Business Owners come to me when they are months behind on their financials. I’m LOCAL, I conduct thorough/deep dives into reconciling your books (not just a cursory clean up job) and you have ONE point of contact vs. a whole disjointed group (think quickbooks) that doesn’t understand your business. My Result? You’re not bounced from person to person, and you have an expert who knows your exact business. Using my proprietary benchmarking, I then forecast and help you scale your business once reconciled. Owners grow their business with me.
Unfortunately and in many cases, owners have all too often ‘promoted’ an office manager or family member to be their bookkeeper. While well intended, this often times is a disaster as the office manager has little, if any, accounting background and the financials end up destroyed.
This is where I come in. I clean up everyone’s mess. I am the local, battle tested bookkeeping and accounting expert business owners choose.
2.) When should I hire an Outsourced Bookkeeper?
Now. Dont’ wait until year end. Or, when it’s too late-because you waited to long to cut ties with your current bookkeeper or firm that’s simply not cutting it for you. Let me help starting right now. With my laser focused, real time reports, you’ll know exactly where you stand immediately. Fill out the submission form right now. Call me right now to discuss in detail.
3.) How does a Bookkeeper like you report to Businesses?
I keep track of daily transactions for your business. EVERY transaction. If you have accounting software with a bank download, this helps me more effectively monitor and manage transactions throughout the day. Whether it’s: invoices, accounts receivable, accounts payable, cash flow, I provide spot-on daily, weekly, monthly financial reports so you can actually run your business the way you envisioned.
4.) Do I need a Master Bookkeeper if I have an Accountant? What’s the difference between the two?
Accountants work with detailed reporting, budgets and detailed forecasting while a Bookkeeper (especially an Expert) ACCURATELY handles the day-to-day accounting of the business, reconciles aka balancing accounts, prepares invoices, accounts receivable, accounts payable, and the financial reports (i.e. the Businesses P&L’s (aka Profit and Loss Statements, Balance Sheets and Cash Flow Statements) for a more cost effective price. I handle both!
5.) What types of Businesses do you serve?
I serve ALL industries: construction, IT, real estate, restaurants, retail, aviation, attorneys, contractors, the financial industry, franchises, LLC’s, S Corp.’s, C Corp.’s LLC’s, non profits and government (8a) contractors. If you own and/or operate ANY type of Business, I can help. I maximize cash flow and grow your business.
6.) Do I need to clean up my Books before I hand them over to you?
No! With my process, I’ll correctly diagnose and fix miscategorized and lost periods of your Financials while shoring up gaps in your current Accounting systems. You’ll finally be able to run your day-to-day business with reports that can inform and support business decisions to maximize profits and grow.

