Frequently Asked Questions

•  How long have you been working as a bookkeeper?

I have nearly 20 years of hands-on bookkeeping and financial management experience, working with businesses and organizations across diverse industries. This wealth of experience allows me to bring proven strategies and insights to every client I serve.

• What types of businesses or industries have you worked with?

I’ve had the privilege of supporting businesses in a variety of industries, including:

  •   Nonprofits: 501(c)(3) organizations with complex funding streams, such as Junior League of Tampa

  •   Healthcare: Medical bookkeeping for providers offering in-home nursing and medical technologies

  •   Real Estate: Property management accounting for over 200 rental and bank-owned properties

  •   Hospitality: Financial oversight for hotels and temporary housing businesses

  •   Lawn Care and Pest Control: Full-charge bookkeeping and office management

My broad industry expertise ensures I understand the unique financial challenges your business may face.

• Do you have any certifications or specialized training in bookkeeping or accounting?

Yes, I have earned several certifications and completed specialized training to enhance my bookkeeping expertise, including:

  •   QuickBooks Online Advanced Certification

  •   Nonprofit Financial Management Certification

  •   Training in cash management, advanced Excel, financial analysis, and communication

These credentials ensure I stay updated on best practices and can offer services aligned with industry standards.

• Can you give examples of how you’ve improved accuracy or enhanced financial performance for clients?

 •   At Junior League of Tampa, I improved budget accuracy from a 25% variance to just 5%

 •   At MyCare Alliance, I corrected billing errors, increasing a client’s annual revenue by $15,000 

 •  At Re/Max Realty, I implemented new QuickBooks systems tailored to client needs, resolving prior accounting discrepancies

 •  At Dup15q Alliance, a small nonprofit, I developed tools like forecasting reports and dashboards to improve decision-making capabilities

• What size businesses have you worked with before?

I’ve worked with a wide range of businesses, from small startups to nonprofits with budgets exceeding $1 million. Whether you’re managing a handful of transactions or hundreds each month, I have the experience to keep your financial operations running smoothly.

• How do you structure your fees? Is it hourly, monthly, or per project?

The standard bookkeeping package is structured as a monthly fee, which varies based on your average number of monthly transactions and what accounting software you use. Fees for most additional services like Accounts Payable and Receivable, Payroll, and donation processing are also based on monthly transaction volume.  We average the number of transactions your business does over a six month period, and we'll review this again every six months in case anything needs to be tweaked.  Once we learn more about your business, we can provide a service plan and price structure tailored to your needs.  Fees for more customized projects like books cleanup, QuickBooks setup, budgeting, and staff training will be an hourly fee that we would discuss beforehand so that you don’t have any surprises afterward.

• Do you require a minimum contract length?

 Yes, we ask for a six-month commitment to ensure a smooth onboarding process and consistent service.

• How do you bill, and what are your payment terms?

Invoices are sent monthly, and payment is due within 15 days. We keep it simple and transparent!

• How often will we review my financials together?

All of our bookkeeping services include time each month to review your reports by phone, video call, or email, depending on what you prefer. If your business needs additional services we will review these as needed, and you can always reach out about additional consulting or training opportunities.

• How do you handle compliance issues or updates to financial laws?

As a member of the National Association of Certified Public Bookkeepers, the National Council of Nonprofits, and a Certified QuickBooks Pro Advisor, we receive notification of updates to changes in financial matters that may affect my clients, and have access to many resources so that if we don’t have the answer we will be sure to find one for you. 

• Are you familiar with local, state, and federal tax regulations?

Yes. I’ve worked with businesses to ensure compliance with IRS standards and local/state regulations, particularly for nonprofits and multi-state operations. My attention to detail ensures nothing is overlooked. 

• Do you have experience doing payroll, tax preparation, or other specialized tasks?

Yes, I manage multi-state payroll, prepare tax-related financial documents, and perform month-end closings in compliance with IRS standards. I also assist clients with navigating audits and implementing strategies to minimize errors and costs. 

• Are you proficient with QuickBooks Online or desktop versions?

Yes! I have advanced Pro Advisor certification in QuickBooks Online and have used both online and desktop versions extensively over my career. I can confidently manage your QuickBooks setup, whether you’re starting fresh or need help optimizing an existing system.

• Can you integrate your work with my existing tools or systems?

We can work with many systems, and during our intake call we will discuss your current setup and what will work best for your business going forward. If you would like to make a change, as a Certified QuickBooks Pro Advisor, I can provide QuickBooks Online at a discounted rate. If applicable, I can show you how most nonprofits can qualify for discounted QuickBooks and other software as well.

•  What’s your preferred method of communication (email, phone, video calls)?

We understand that everyone learns and communicates differently, and we want to interact with clients in a way that best suits them and their business needs. We offer online forms and email communication for those who prefer to communicate in writing, or phone and video calls for those who prefer less typing. Our goal is to be as inclusive and accommodating as possible.  We are here to make things easier for you, not cause more stress. 

• Do you use any software or apps for tracking time or generating invoices?

As part of the Accounts Receivable service, your invoices can be generated and sent to your customers using QuickBooks online or the platform of your choice. I have experience using several time tracking applications and would be happy to work with you to find the right fit for your business.

• How do you handle file sharing and data security?

On all devices I utilize Microsoft Defender for Office 365, which Protects against phishing, malware, and ransomware, Scans email attachments and links for malicious content, and Data Loss Prevention which Helps prevent sensitive information (like financial data or personal identifiers) from being shared inappropriately. Clients using QuickBooks online will have the ability to upload files securely within that platform. You can read about QuickBooks file security here. I can provide clients not using QuickBooks with private upload links using Google Drive or Microsoft OneDrive, which we can discuss in further detail during the intake process.

• How do you approach building trust with your clients?

Building trust is a top priority for us, especially with new clients. To do this we focus on transparency and clear communication. From the beginning, we are upfront about processes, timelines, and fees.  We provide clear and detailed explanations of how we’ll approach your bookkeeping needs so you know exactly what to expect. We make it a point to listen carefully to your needs, answer your questions in plain terms, and provide regular updates. We want you to feel comfortable reaching out at

any time with concerns or requests.

• Why should I hire a bookkeeper?

Hiring a bookkeeper allows small business owners and nonprofit leaders to focus on their core mission—whether that’s growing a business or advancing a cause—while leaving the financial details to a professional. It ensures cost savings over time, keeps payments and deadlines on track, improves cash flow, and provides critical checks and balances, creating a strong foundation for long-term success.

• Why should I choose you over another bookkeeper?

With nearly two decades of experience, I bring more than just technical expertise—I partner with you to help your business thrive. Here’s why my clients choose me:  •   Tailored Approach: I adapt my services to your specific needs, whether you’re a small business owner or a nonprofit leader.  •   Proven Results: From reducing costs to improving reporting accuracy, my track record speaks for itself.  •   Clear Communication: I break down financial jargon so you always know where your business stands. Your success is my priority, and I pride myself on making bookkeeping one less thing you have to worry about. 

• Why should I hire you for my day to day bookkeeping and financial needs instead of a CPA?

Many small businesses find CPA firms too expensive or focused on complex tasks that don’t align with their day-to-day needs. We offer a more affordable, hands-on approach, providing practical advice and accessible support to keep your finances organized. By focusing on daily financial management, we ensure your books are accurate and up-to-date, giving you the clarity you need to make informed decisions without unnecessary costs or complexity.