Bookkeeping Frequently Asked Questions

Your CPA and bookkeeper serve different but complementary roles. While your CPA typically focuses on taxes and tax planning, I help keep your financial records accurate and organized throughout the year. From weekly/monthly bookkeeping and reconciliations to financial reporting and job costing, I help you understand your numbers and make informed business decisions. I can also work with your CPA to provide organized financial records when needed.

Absolutely! You don't need perfectly organized books to get started. I offer QuickBooks cleanup and catch-up bookkeeping services to help correct errors, reconcile accounts, organize transactions, and get your financial records back on track. We'll start with a review of your current books and create a plan based on what needs attention.

Yes! I work with small business owners across a variety of industries, with specialized experience supporting roofing contractors and service-based businesses. I understand the unique challenges of managing expenses, tracking income, maintaining accurate financial records, and understanding profitability. For contractors, I also provide job costing support to help track labor, materials, and project expenses. My goal is to help business owners stay organized, understand their numbers, and make confident financial decisions.

My goal is to save you time! During onboarding, we'll review your accounts, financial records, and bookkeeping needs. Once everything is set up, I'll handle the bookkeeping tasks included in your package while keeping you informed through financial reports and regular communication. Your level of involvement will depend on your business needs and selected services.

Protecting your financial information is a priority. I use established business software, including QuickBooks Online, and follow secure practices when accessing and managing client records. Access is provided through appropriate user permissions, and your business information is handled confidentially.

Yes! I offer QuickBooks Online setup, cleanup, and personalized training. Whether you're new to QuickBooks or need help understanding your existing account, I can walk you through the features and processes that matter most to your business.

No! In addition to monthly bookkeeping packages, I offer standalone services such as QuickBooks setup, cleanup, training, catch-up bookkeeping, and other bookkeeping support. We can discuss your needs and determine which services are the best fit.

Yes! Online Assistant Services is based in the Atlanta, Georgia area, but I provide virtual bookkeeping and QuickBooks support to small businesses nationwide. We can communicate remotely and securely share the information needed to manage your books.