No. My role is to ensure your books are accurate, consistent, and reliable so tax filing is smoother and more efficient. I’m happy to coordinate with your tax accountant or simply provide clean, well-organized books for them to work from.

You can—but tax-time bookkeeping is focused on filing an accurate return, not on producing clear, decision-ready financial statements. When books are handled only for tax purposes, transactions are often grouped in whatever way supports filing the return, even if that structure isn’t very helpful for understanding how the business is actually performing. CPA-led bookkeeping keeps the books organized around the business itself—so your financials are useful throughout the year, not just at tax time.

A CPA brings professional judgment and oversight to the books, not just transaction entry. Bookkeepers typically focus on recording what happened—entering transactions, categorizing them at face value, and producing reports. Many clients come to me after paying less upfront, only to spend more later fixing unclear or inconsistent books. My role is to prevent that by focusing on accuracy and structure, from the start—not just data entry.

No. That’s very common, and it’s exactly what cleanup and catch-up work is designed for. You don’t need to fix anything before reaching out—your current books are simply the starting point, not a judgment or a setback.

A cleanup or catch-up project brings your books to a clean, consistent state for a defined past period. This typically includes reconciling bank and credit card accounts, correcting misclassified transactions, resolving balance sheet issues, and preparing financial statements that accurately reflect how the business is operating.

Timelines depend more on complexity than on the number of months involved—most cleanup projects take approximately two to four weeks. Scope and timing are outlined upfront so expectations are clear before work begins.

Cleanup and catch-up work varies in cost because it’s driven by complexity, not just the number of months involved. Some projects involve straightforward transaction corrections, while others require restructuring how activity is recorded so the books function reliably as a whole system—not just something that’s sufficient for tax filing. Because cleanup projects can focus on very different outcomes, pricing can vary widely. For that reason, cleanup work is scoped individually and priced as a fixed fee, with the goal of delivering financials you can confidently rely on going forward.

Pricing is structured around fixed project fees for cleanup and catch-up work, and flat monthly fees for ongoing bookkeeping. Cleanup and catch-up projects are scoped and priced in advance so there are no surprises. Ongoing monthly bookkeeping is billed at a consistent monthly rate and invoiced at the beginning of each month to keep pricing predictable.

My primary focus is CPA-led bookkeeping, cleanup, and ongoing oversight. For existing clients or referral-based engagements, I’m happy to discuss limited-scope advisory work when it’s a good fit—such as financial reviews, cash flow analysis, or helping interpret financial statements for planning or decision-making.

Yes. Once the books are clean, ongoing monthly bookkeeping helps keep them that way. Monthly work typically includes reconciliations, consistent categorization, and preparation of internal financial statements. Cleanup and monthly bookkeeping are separate engagements, and ongoing services can begin once cleanup is complete.

That’s completely fine—most clients aren’t sure at first. A short conversation helps clarify where things stand and what the most appropriate next step is, without any obligation.

The first step is a brief intake form, followed by a conversation to understand your situation. From there, I review your books at a high level and recommend the most appropriate next steps—so you have clarity before making any decisions.