Description texThere are a few key documents that will help me get to know you and your business:

• EIN Letter

• Articles of Incorporation or Articles of Organization

• Prior year tax return

All of the above can be securely shared with me using your personal client portal. Never email sensitive documents like the ones above!

On top of the documents above, we’ll review your financial and day-to-day systems, then setup a separate limited access for each.

I use a combination of a secure vault and personalized client portal that ensures all information provided to me is kept secure.

Yes! If your books need tidying up, we include a clean-up or catch-up phase as part of onboarding.

I will also review your Chart of Accounts with you to remove any fluff and make sure your financials are in the best order for YOU.

Businesses move at a fast pace, so I understand how crucial it is to have updated financials. Depending on your package, I offer monthly or weekly updates, along with regular reports.

While I don’t file taxes, if you are in need of a CPA I have a network that I can refer you to or I can collaborate with your current tax professional to ensure everything is in order.

Absolutely! I’m here for ongoing support, not just at year-end.

I solely work with QuickBooks Online. This allows me to become an expert in a single software to better help you.

If you are currently in a different platform (or don’t have an accounting software setup yet), such as Sage or Xero, not a problem! I can work with you to migrate your data to a new QuickBooks file.

This varies by client and it can be difficult to give a definitive time frame. A small, brand new company can take a few weeks, where a larger company could take a few months. All of this depends on the complexity of your books and your responsiveness. Constant communication is key in this process.

I’ll take care of the accounting, but there may be occasions where I need additional information or clarification on specific transactions. All of these questions and requests will be submitted via your secure portal.

And of course, let me know about any big changes in your business.

Pricing depends on your business size, complexity, and needs. I’ll provide a clear quote after our initial call. During the onboarding process, this figure may be adjusted depending on any changes in your business needs.

For more info on pricing click here.