Bookkeeping & QuickBooks FAQ

It’s a 20–30 minute phone or video call. We talk about your business, how your books are kept today and what you need. If it’s a fit, I’ll ask for read-only access or a few statements so I can send you a fixed quote. There’s no obligation.

Yes. I’m based in Cypress, TX and serve Tomball, Katy and the Greater Houston area, but most work is done remotely in QuickBooks Online, so I work with clients across the U.S., including Tennessee.

No. Everything can be handled securely online with phone or video calls. If you’re local and prefer to meet, we can set that up by appointment.

Usually QuickBooks Online accountant access (or a plan to set it up), recent bank and credit card statements, any loan statements, payroll reports and your most recent tax return or year-end financials.

QuickBooks Online is my specialty and what I recommend for most small businesses. If you’re on QuickBooks Desktop or spreadsheets, I can help you move to QuickBooks Online.

Yes—cleanup is one of my most requested services. I’ll review the file, correct categorizations and duplicates, reconcile accounts and leave you with a clean, reliable file.

Absolutely. I’ll set up the company, a chart of accounts that fits your industry, bank feeds and rules, and walk you through how to use it.

Monthly bookkeeping starts at $250/month, and cleanup projects start at $500. Your exact flat fee depends on transaction volume, the number of accounts and entities, and how current your books are. See the Pricing page for details.

Yes. Catch-up bookkeeping is quoted as a fixed project. I’ll bring everything current and reconciled, then we can move to a monthly plan to keep it that way.

I provide payroll support: setting up and maintaining payroll in QuickBooks Online Payroll or working alongside providers like Gusto and ADP, recording payroll correctly and reconciling payroll liabilities.

Yes. Multi-entity bookkeeping is a specialty—separate, consistent books for each entity, with intercompany activity tracked and reconciled.

No. I’m a bookkeeper, not a CPA. I keep your books accurate and CPA-ready and work directly with your tax preparer. I’m happy to recommend one if you need it.

I use QuickBooks Online’s accountant access (so you never share your password), secure file sharing and multi-factor authentication. Your information is kept confidential.

I respond to calls and emails within one business day, Monday–Friday, 9 am–5 pm Central.

No. Monthly plans are month-to-month. Projects are quoted and agreed in writing before work begins.