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Frequently Asked Questions

Great question! If you’re new to QuickBooks, my QuickBooks Setup + Get Comfy with QuickBooks service is perfect for you. If your books are behind, the Catch-Up & Clean-Up service is the way to go. For ongoing support, the Monthly Support Club has you covered, and if you're ready to hand it all off, my Full-Service Bookkeeping is the right fit. Need more help? Just reach out, and we’ll figure out the best path for you!

The timeline depends on how much needs to be cleaned up or set up. For basic setup, it can take 1-2 weeks. For a cleanup, it depends on how far behind you are, but I’ll give you an estimated timeline during our consultation. Don’t worry! I’ll keep you updated throughout the process!

Absolutely! One of my specialties is helping business owners catch up on their bookkeeping. Whether it's reconciling months of missed entries or fixing errors, I’ll help you get back on track quickly and easily.

Yes! I offer training as part of the QuickBooks Setup + Get Comfy with QuickBooks service. I’ll walk you through the system in a way that’s easy to understand, with no confusing jargon, so you can confidently manage your books on your own, or I can support you along the way.

The Monthly Support Club is a flexible way to get ongoing help. I’ll review your books each month, help you troubleshoot any issues, and provide a quick check-in to ensure your financials are accurate. It's perfect for DIYers who just need some backup, accountability, and peace of mind!

I exclusively work with QuickBooks Online, as it’s the most user-friendly and efficient tool for small business owners. I do not work with QuickBooks Desktop, so if you’re currently using that, I recommend switching to QuickBooks Online for seamless support and easier management of your money. If you're unsure about the switch, I'm here to help guide you through the process!