
Short answers to the questions that matter most. If you don’t see your question, request a quick consult.
I work with small businesses and growing corporations across various industries, including real estate, investment banking, financial services, and more. Whether you're a startup, established business or anywhere in between, I can help you get your financial house in order.
My pricing varies depending on the scope and complexity of your needs. I offer competitive rates and can work on both project-based and ongoing retainer arrangements. Payment options are available. During our free initial consultation, I'll provide you with a clear, transparent quote based on your specific requirements.
In fact, book cleanup is one of my specialties. No matter how far behind you are—whether it's a few months or a few years—I can help get your books caught up and organized. There's no judgment here, just solutions.
I'm proficient in QuickBooks, Xero, Sage, and many other accounting platforms. I believe in working within your existing system rather than forcing you to change. If you need help selecting the right software for your business, I can guide you through that process as well.
Yes! One of my core goals is making sure you understand your numbers. I'll prepare clear, professional financial statements and take the time to explain what they mean for your business. I break down complex financial concepts into plain English so you can make informed decisions.
While I don't prepare tax returns myself, I work closely with CPAs and can help ensure your books are tax-ready. I can also collaborate directly with your existing CPA or help you find one if needed. My role is to make sure your financial data is organized and accurate for tax preparation.
Communication frequency depends on your needs and the services you're using. For ongoing clients, we typically have regular check-ins (monthly or quarterly). For project-based work, we'll establish a communication schedule that works for both of us. I'm always available for questions via email or phone.
I frequently collaborate with CPAs and legal teams. I can help gather documents, answer questions, and ensure everyone stays aligned and informed. Having a coordinated team of professionals working together benefits your business.
Full-cycle accounting covers everything from daily transaction recording and account reconciliations to preparing comprehensive financial statements. As your outsourced accounting partner, I handle all the day-to-day financial management so you can focus on running your business.
Yes! Part of being 'software savvy' means I can train you and your team on how to use your accounting software more effectively. Whether you're just getting started or want to learn advanced features, I can help you get the most out of your system.
I take data security very seriously. I use secure, encrypted connections for all data transfers and work with cloud-based accounting systems that have robust security measures. I'm also happy to sign confidentiality agreements and discuss specific security protocols during our consultation.
Every business has unique needs, and I'm always open to discussing custom solutions. If you have a specific financial challenge or need something not explicitly listed, just ask! I have 25+ years of experience and can often find creative solutions to complex problems.
For most projects, I can get started within a week of our initial consultation and agreement. For urgent situations (like catching up books for tax deadlines), I can often accommodate faster timelines. We'll discuss timing during our free consultation.
I primarily work remotely using cloud-based accounting systems, which allows for efficient and secure collaboration. However, I can arrange on-site visits when necessary, especially during initial setup phases or for complex projects that benefit from in-person collaboration.

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