Question 1

What's the difference between a bookkeeper and an advisor?

Accepted Answer

A bookkeeper tells you what already happened — categorizing transactions, reconciling accounts, and producing basic reports. An advisor looks ahead: analyzing trends, forecasting cash flow, identifying profit opportunities, and helping you plan for taxes and growth. I offer both, and many clients start with bookkeeping and add advisory as they grow.

Question 2

What's included in your services?

Accepted Answer

Our core services include:Monthly Maintenance: Categorizing transactions, processing accounts payable/receivable, and reconciling bank and credit card accounts.Monthly Reporting: Delivering accurate financial statements (Profit & Loss, Balance Sheet, Cash Flow) so you know your numbers.Payroll Processing: Managing employee payroll through 3rd parties (Intuit, Gusto, Paychex, etc.), tracking contractor payments, and handling tax liabilities.Advisory: Monthly call where we look at your numbers and discuss action steps for growing your business.Our services do not include:Sales Tax: We do not file state sales tax.Manual Payroll: We will not run manual payroll checks or payroll tax.Personal Finances: We only handle business accounts.

Question 3

How much do your services cost?

Accepted Answer

Monthly bookkeeping starts at $500/month flat fee for small businesses in the Central Valley, and includes QuickBooks Online monthly subscription. Final pricing depends on transaction volume, complexity, and the level of support you need. Catch-up and cleanup work is quoted separately based on scope. Advisory starts at $1,500/month flat fee as is based on a percentage of the growth or revenue results you're looking to achieve.We'll cover specifics on the free 30-minute discovery call.

Question 4

What industries do you specialize in?

Accepted Answer

We work with service-based businesses generally, with specialized experience in real estate and construction.I'm not currently taking on non-profit or retail/e-commerce clients.

Question 5

What software do you use?

Accepted Answer

I'm a certified QuickBooks ProAdvisor and only work in QuickBooks Online. If you're on another platform, we can discuss how to migrate to QBO.

Question 6

How does the free discovery call work?

Accepted Answer

It's a no-pressure 30-minute conversation where I learn about your business, your goals, and your current bookkeeping setup. By the end you'll know whether we're a good fit and what working together would look like. Book it from the Services page.

Question 7

I'm behind on my books. Can you help?

Accepted Answer

Absolutely. Catchup and cleanup work is a big part of what I do. Whether you're a few months or a few years behind, I'll get your records accurate, reconciled, and ready for tax season, usually between 30-45 days — and then keep them that way.

Question 8

Do you serve businesses outside Fresno?

Accepted Answer

Yes — most of my work is done remotely with secure cloud-based tools, making it possible to serve clients not only in Fresno/Clovis, Visalia, Reedley, Dinuba, Sanger, Tulare, but statewide. I don't have a physical office as all work is completed from my home office. I do not offer on-site bookkeeping or in person meetings.

Question 9

What does onboarding look like?

Accepted Answer

After our discovery call, if we choose to move forward together, here's what you can expect:I will send you 2 documents to sign - a Client Agreement form and an ACH Authorization, which gives me permission to debit your checking automatically on the 1st of the month for that month's bookkeeping.Once I receive the signed docs, I will invoice you for any cleanup/catchup work, or the first month's bookkeeping.When payment is received, I will send you a short checklist of items for you to upload to a shared Google drive (formation documents, EIN, etc.), along with a request to get read-only access to your bank accounts.As soon as docs are uploaded and bank accesses is granted, work starts immediately!

Question 10

Am I locked into a contract?

Accepted Answer

No, we don't have long-term contracts. Our Client Agreement states that either the client, or our firm, must request a 30-day notice before terminating the agreement. If it's not a good fit for either party, we just ask for one month notice.

Question 11

How much time will this take me every month?

Accepted Answer

We will reach out to you once between the 1st-10th of each month with any questions we need answered. Most clients spend less than 15mins responding to transaction queries.

Question 12

Do you do taxes?

Accepted Answer

I don't file tax returns, but I do work closely with a tax expert who helps with tax planning and strategy throughout the year so you walk into tax season with no surprises. If you're already working with an accountant, I will coordinate directly with your CPA or tax preparer to make their job easier.

Question 13

How do I get started?

Accepted Answer

Book a free 30-minute discovery call, and we'll go from there. If we're a fit, I'll send a Client Agreement with scope and pricing, and we can be up and running within 1-2 business days.

Question 14

Will I work with you directly, or with a large corporation?

Accepted Answer

When the phone rings, I answer it. When you email me, I respond personally within 48 hours. When you text me, I write you back myself. I have a team who helps me on the back end with bookkeeping tasks, but I'm your go-to for questions throughout the month, and I'm the one delivering your reports at month-end. No dealing with explaining your situation to multiple people, and no language barrier.

Question 15

What's the difference between monthly bookkeeping and catch-up bookkeeping?

Accepted Answer

Monthly bookkeeping is ongoing maintenance of current books, billed flat-fee. Catch-up/cleanup bookkeeping addresses books that have fallen behind and is quoted based on how much work is required to bring them current.

Question 16

What certifications do you have?

Accepted Answer

What's the difference between a basic and advanced QuickBooks ProAdvisor certification?Basic (Level 1) certification covers fundamental setup and transactions. Level 2 (formerly Advanced) certification covers complex troubleshooting, advanced reporting, and accurate period-end closing.Is QuickBooks Payroll certification the same as QuickBooks Online certification? No. Payroll certification is a separate credential covering payroll processing and compliance, distinct from core QuickBooks Online certification.Does ProAdvisor certification need to be renewed? Yes, Intuit requires annual recertification to maintain active ProAdvisor certification status.

Question 17

What businesses qualify for bookkeeping and advisory services?

Accepted Answer

Bookkeeping - Businesses doing $100K+ in annual revenue and looking for monthly bookkeeping starting immediately.Advisory - Businesses doing $200K+ in annual revenue that are actively growth-focused and ready to act on strategic guidance immediately.

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