FAQ

How is your service different from a standard bookkeeper?

The difference is depth of expertise. As a Former National QuickBooks Trainer for Intuit, I don’t just record transactions; I understand the software’s architecture. I am QuickBooks Level 2 Certified and a Platinum ProAdvisor, so I can solve complex file errors, data migrations, and messy cleanups that standard bookkeepers aren’t trained to handle.

What does it mean that you are “Bonded”?

Being bonded gives you an extra layer of financial security. I have professional surety coverage that protects your business against potential loss. This standard of professionalism ensures my clients have peace of mind when granting access to their financial systems.

How does your “Bill After Completion” guarantee work?

I believe in risk-free professional services. For project-based work like cleanups or setups, I do not bill you until the work is finished and you have approved the results. This ensures you are satisfied with the accuracy and quality of your books before any payment.

Are you a member of any professional organizations?

Yes. I am an active member of the American Institute of Professional Bookkeepers (AIPB). This membership requires me to follow a strict code of ethics and stay updated on changes in federal tax laws and GAAP (Generally Accepted Accounting Principles).

I have several years of messy books. Can you fix them?

Absolutely. Cleanup projects are my specialty. With 25 years of experience, I have seen every accounting mess. I specialize in forensic bookkeeping to reconcile accounts, fix broken bank feeds, and get your books tax-ready, no matter how far behind they are.

Do I have to sign a long-term contract?

I prefer to earn your business every month. While I offer ongoing monthly support, I focus on building a partnership based on trust and results, not restrictive contracts.

Which versions of QuickBooks do you support?

As a Platinum ProAdvisor, I am expert in all versions of QuickBooks, including QuickBooks Online (all tiers), QuickBooks Desktop, Enterprise, and solutions for specific industries.