Usually, our clients send us an invite to be added to their bank, bookkeeping accounts, etc... It gives the business owner total control over what we can access and do. And, if we stop working …
Do we need to meet every time?
All our small business services can be conducted virtually through a secure cloud-based system. We recommend meeting in person, over the phone, or through Zoom for the initial consultation, planning, …
Do you also handle payroll?
I no longer run payroll directly, but I'll help you set up payroll with a trusted third-party provider and assist with establishing your tax agency accounts so you're set up correctly from the start. …
Why should I outsource my bookkeeping instead of doing it myself?
Outsourcing gives you peace of mind, a smoother tax season, and more organized files. It can also save you money: if your bookkeeper's rate is lower than yours, you free up that time to earn at your …
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How do I pay my invoices?
Invoices are sent weekly by email and are due upon receipt. You can pay by PayPal or check. If you're already a client, just reach out and I'll send you an invoice with a PayPal link. …
How do we get started?
Pennsylvania business owners start by filling out the contact form on the bookkeeping page. From there, we schedule a face-to-face meeting to review your business and paperwork, then sign a …


