Frequently asked questions

Yes. I keep your books clean and organized all year — categorizing, reconciling, monthly reports. Your CPA handles tax filing and tax strategy. Come tax season, they get clean numbers from me instead of a shoebox, which usually means less billable cleanup time for your CPA.

No problem — plenty of clients start with me first. I'm glad to make an introduction when you're ready.

It starts with a short call so I can learn about your business and how you're handling the books today. If it sounds like a fit, you give me accountant access to your QuickBooks — it takes about two minutes, and you can remove it any time. I review everything and send you a custom quote within 24 hours. No pressure, no obligation.

I work in QuickBooks Online. If you're on QuickBooks Desktop, spreadsheets, or nothing at all yet, I can move you over as part of a cleanup project — priced like any other cleanup.

That's what cleanup and catch-up is for — a flat fee, quoted after your checkup, no hourly surprises. See Pricing for details.

You upload straight into QuickBooks Online as you go — snap a photo, done. No separate app, no monthly folder of paperwork to hand off.

Tiers are built around that — if you outgrow one, it's a quick conversation, not a renegotiation.

Month to month, no long-term contract. 30 days' written notice.

I handle payroll transactions as part of your regular books — recording and reconciling what your payroll provider (Gusto, ADP, QuickBooks Payroll, etc.) processes. I don't run payroll, calculate withholdings, or file payroll taxes — for that I'll point you to a dedicated payroll provider I can coordinate with directly.

Based in Hernando County, working with businesses in Spring Hill, Brooksville, and across Hernando, Citrus, and Pasco Counties. Remote clients are welcome too — everything I do works just as well over a screen share.