Not sure what kind of help you need? That's what the free assessment is for. Every business is different, and this page walks through how we work together, how I fit alongside your accountant, and how your information is handled.
WORKING WITH AN OUTSOURCED BOOKKEEPER
How We Work.
Whether you need an outsourced bookkeeper embedded in your day-to-day or an experienced resource to call on, here's what working together looks like.
Two Ways to Work With an Outsourced Bookkeeper.
Support is built around your business. Most clients fall into one of two arrangements, or a mix of both.
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Part of your team: I work inside your systems, keep a regular schedule, and handle the day-to-day financial details alongside you and your staff.
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An outside resource: I step in for setup, cleanup, periodic reviews, year-end prep, or questions as they come up.
Your Bookkeeper and Your CPA: Better Together.
I'm a bookkeeper, not a CPA, and that's by design. Your CPA brings tax and compliance expertise.
I do my best to bring day-to-day knowledge of how your business actually runs: the jobs, the workflow, the people, and how they show up in the numbers.
I work with you to keep your books accurate and organized all year and so you can work with your accountant. They get clean information and you get fewer surprises at tax time. I don't provide tax or legal advice, but I'll make sure the people who do have what they need.
Your Information, Handled With Care.
Your financial information is personal, and I treat it that way. I only access what's needed to do the work, keep logins and sensitive information stored securely using encrypted tools, and never share your information without your permission.
Specific terms are always outlined in our written agreement.