FAQ

  • What are your fees?

    I use flat monthly pricing—no surprise hourly bills. Once I get a feel for your business, we’ll come up with a plan (and a price) that makes sense for you.

  • What bookkeeping services do you offer?

    I specialize in QuickBooks Online and work with business owners all over the U.S. Everything is cloud-based and super easy to use, even if you’re not “techy.” If you’re local to Rhode Island, I’m happy to meet in person too.

  • How does monthly bookkeeping work?

    Each month, I categorize your transactions in QuickBooks, review everything, and send over clear reports like your Profit & Loss and Balance Sheet—aka, your monthly financial story.

  • What if I need more frequent support?

    Totally doable. Some clients prefer weekly check-ins or cash flow updates. We can customize the schedule to fit what your business actually needs.

  • How do I send you my documents?

    I can link your bank and credit card accounts to QuickBooks so things update automatically. Or, you can send documents manually through a secure shared folder or email. Whatever’s easiest for you.

  • What about one-off projects?

    Absolutely. If you need help setting up new systems, reviewing spending, optimizing for growth—or you’re just feeling stuck—we can work through it together.

  • Do you do taxes?

    Nope—but I do make sure your books are tax-ready. I can also coordinate directly with your CPA or refer you to a trusted tax pro, so you’re covered without having to play middleman.

  • Do you help with sales tax?

    Yes! I help with setup, tracking, and reporting—especially for online sellers collecting across states.

  • Still have questions?

    Shoot me an email or book a quick call—I’m happy to chat.

📘 Feel Like Accounting is a Foreign Language?

You’re not alone—most business owners didn’t start their business to become a bookkeeper.

But here’s the thing: understanding a few key accounting terms can totally change the way you run your business (and reduce stress come tax time).

That’s why I created the Ultimate Accounting Cheat Sheet—a free, plain-English guide that breaks down the financial terms every business owner should know.

✨ It’s perfect for:

  • New and growing business owners

  • DIY bookkeepers

  • Anyone who wants to feel more confident with their finances

You’ll finally understand terms like:

  • Taxable income vs. gross revenue

  • What actually counts as a business deduction

  • What a balance sheet really tells you

  • And more—without all the jargon