FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
📦 One-Time Clean-Up If your books need to be brought up to date, I offer a one-time clean-up service. Pricing is based on the number of months and total volume of transactions that need to be reviewed and categorized. 💼 Monthly Bookkeeping Services Ongoing monthly pricing depends on the services you need and the average number of monthly transactions. Packages can include: • Transaction categorization & reconciliation • Receipt capture & organization • Financial reporting • Quarterly tax prep support • Project profitability insights Each plan is customized to fit your business’s size and goals. Contact me for a free 20-minute consultation and a personalized quote!
- What education and/or training do you have that relates to your work?
I have a degree in Accounting and Finance from the Kelley School of Business
- How did you get started doing this type of work?
I started my journey in corporate accounting, where I gained a strong foundation in financial management and reporting. But it was through working with family-owned businesses that I saw firsthand how many small businesses struggle without accurate financials. I realized that finances are the backbone of any successful business—you need to understand where your money is going, how much you’re really making, and whether you’re unknowingly losing profit. Clean, accurate books don’t just keep you tax-ready—they give you the insight needed to make smarter business decisions. Now, I’m passionate about helping small business owners take control of their finances, so they can stop guessing and start strategizing. My goal is to make sure your books are in order, so you can focus on what you do best: running and growing your business.