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 a faster, cheaper return for you.

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

A 30–45 minute look at your current books. You walk away with three specific findings, no obligation — whether or not we end up working together.

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 contract. 30 days' written notice.

Not yet — it's something I'm considering adding. If it's part of what you need, ask me directly and we can talk through your specific situation.

Based in Hernando County, serving Hernando, Citrus, and Pasco Counties — remote clients welcome.