the more you know, the less you fear
– Marie Curie
No doubt you have a lot of questions! This is a great place to start. You’ll find the answers to some of the most commonly asked questions.
For answers more specific to your business, just book a discovery call and we can dive deeper into your needs.
I support service-based small businesses, solo practitioners, and nonprofits that value clarity, integrity, and human centered systems. If you’re feeling stretched thin or overwhelmed by the operational side of your work, you’re in the right place.
Every engagement begins with a free discovery call. Think of it as a “meet and greet.” It’s an easy, pressure free conversation where we talk about your needs, your goals, and what kind of support would make the biggest difference for you.
Both. Some clients need ongoing bookkeeping or fractional leadership; others need a defined project like workflow redesign or financial cleanup. We’ll choose the structure that fits your situation.
It’s true, you can probably manage to keep your own books. What’s also true is that you probably did not start a business to worry about how to update your accounts or put expenses in the right place. Often, this means tax time is a nightmare and you pay more for a CPA to try to make sense of things at the end of the year.
A professional bookkeeper keeps things neat and tidy all year long, not only relieving you of the stress and uncertainty of the DIY method, but also saving you money in the long run.
Great question! A bookkeeper keeps your financial world organized day‑to‑day — recording transactions, reconciling accounts, and making sure your numbers are clean and reliable. An accountant takes those numbers and focuses on higher‑level analysis, tax strategy, and compliance.
Yes. I’m happy to collaborate with your CPA or tax professional to ensure they have accurate, timely financials and to answer any questions they may have.
I work exclusively with QuickBooks Online and am a Certified QuickBooks Pro Advisor. If you are not currently using QBO, I am happy to help you make the transition. Skip down to the next section to find out more about QBO.
I will help you. Once we complete a diagnostic review, we’ll have a better idea of which QBO version is best suited for your business.
Nope. I offer a QBO setup service and, in fact, it is better if I set it up. That way, you won’t have to worry about any additional cost for fixing it later if it wasn’t setup correctly.
Absolutely! This is a judgment-free zone – I’ve seen some things. Cleanup and catch-up work is one of my specialties. We’ll start with a diagnostic review, so you have a clear picture of what’s needed and why before we move forward.
Yes! I have more than 20 years of experience working with QBO, and am a Certified Intuit ProAdvisor and Intuit Solution Provider.
Check out my collection of Intuit badges!
QuickBooks online is the ‘go to’ bookkeeping solution for the vast majority of small businesses. In order to serve you better, I have invested the time and effort necessary to become a Certified Intuit ProAdvisor and Intuit Solution Provider. Working solely with QBO allows me to provide the most accurate, efficient, reliable, and cost-effective support possible. When all clients use the same platform, I can go deeper, move faster, and deliver cleaner, more consistent results — without reinventing the wheel every time.
Still not sure if QBO is right for you? Keep reading for a little more insight on why QBO is the ‘go to’ bookkeeping solution for small businesses . . .
QuickBooks Online handles the day‑to‑day realities of small business and nonprofit bookkeeping beautifully — invoicing, bank feeds, reporting, reconciliations, and integrations that actually work, including QBO Payroll.
With real‑time data, automated bank connections, and consistent workflows, QBO makes it easier to maintain clean, reliable financials. No more malfunctioning or complicated spreadsheets.
Since my practice is fully remote, QBO allows us to collaborate securely from anywhere. No file transfers, no version confusion, no “Wait, which backup is this?”
Payment processors, payroll systems, CRMs, donor platforms — QBO plays well with others, which means fewer manual steps and fewer opportunities for errors.
By focusing exclusively on QBO, I stay current on best practices, updates, and advanced workflows. You get the benefit of a true specialist, not a generalist who dabbles.
One platform means fewer surprises, less confusion, and a smoother experience for both of us. And who doesn’t want that?
Everything from client intake and billing processes to internal communication, task management, database utilization, and team handoffs. If it’s part of how your organization runs, I can help clarify and strengthen it.
Most projects take 4–12 weeks depending on scope, team size, and implementation needs. We’ll create a clear timeline before we begin.
You bet! Every workflow project includes clear, accessible documentation so your team can maintain the system with confidence.
It can include role clarity, communication improvements, meeting structures, team-building, onboarding systems, or internal documentation — anything that strengthens your team’s ability to work smoothly and sustainably. For nonprofit organizations, it can also include establishing or improving governance policies and practices.
Typically, this means consistent part-time operational leadership. I provide short-term (3-6 months) interim support during transitions, growth periods, or times of strain. This support brings objectivity, stability, clarity, and structure when you need it most.
With steadiness, transparency, and a human centered approach. I help teams understand what’s changing, why it matters, and how we’ll move forward together.
Yes — and my business casual dress code includes sweats and slippers! Providing services remotely, allows for flexible scheduling and efficient communication.
Yes. Some larger projects can benefit from in-person engagement. In those cases, we can discuss the logistics and costs for onsite support.
My work schedule is typically from 9 am to 4:30 pm Pacific Time. I am able to offer some flexibility for working with clients in other time zones or with non-standard business hours if needed.
Yes. All work requires a simple agreement that outlines the scope, costs, expectations, and communication. This is true for ongoing support as well as project-based work, and work will not begin without a signed agreement and an initial payment for services.
Pricing is based on your individual needs and the complexity of the work. I strive to be transparent throughout the project estimation process so there are no surprises. Visit the pricing page for a deeper dive on this topic.
Absolutely! I know first-hand the struggles of managing a nonprofit budget – especially in today’s uncertain funding environment. I am happy to contribute to the meaningful work you do every day by offering a discount on most services.
Most people don’t. If you did, you probably wouldn’t be here. I’s not uncommon to feel overwhelmed or unsure where to start. We’ll figure it out together during your discovery call.
let's talk!
No matter where you’re feeling the strain — in your books, your workflows, your team structure, or your leadership capacity — you don’t have to navigate it alone. Each service is built on partnership, clarity, and a systems‑minded approach that provides peace of mind and brings stability into your work.
Let’s talk about what support would provide the biggest impact for you and your business.