Our consultation will take place via a Zoom/Google Meet call during which we’ll discuss any issues you’re having with your current bookkeeping setup and how I can help you moving forward. It is also a great opportunity to see whether I’m a good fit for you, or if another bookkeeping professional I know might be a better match.

Absolutely! That is what is called a diagnostic review and it is where I access and review your existing books.  At the end of the diagnostic review I will provide you with a full report containing my findings and recommendations, as well as pricing options should you like me to provide the solution to the issues and maintain your books. If you choose to sign on as a client, I will credit your first invoice for the diagnostic fee.

Hourly rates sound great until you have a super busy month or a bookkeeping issue that requires extraordinary manhours to fix – both leading to a surprise extra hefty bill at the end of the month.

A flat monthly rate allow my clients to always know what they will be charged so they can easily budget for it. It gives them the confidence to reach out when they have a question as they know they won’t have to pay extra for support.

While I love telling my clients how much money they are earning and where they can cut expenses, I’m not the one telling them how much they will be paying the government. I am, however, connected to several amazing tax professionals that I can put you in contact with when it’s tax time.

CPAs are licensed professionals who specialize in tax laws and filing, while bookkeepers are much more hands-on with your day-to-day financial organization. An experienced bookkeeper will get to know you and your business on a much deeper level, and should easily be able to pick up on any inconsistencies. 

Having a great bookkeeper/CPA team will be an invaluable asset to your business. The combined expertise will help make tax prep smoother, more accurate, and potentially more advantageous in terms of deductions or credits.

Yes, your information is secure. I have been trained in cyber security,  and use a client portal with bank-grade encryption, a commercial-grade password management system, firewalls, VPN, and multi-factor authentication.  

I do not require full access to your financial institutions. I may ask for read-only access to your accounts for retrieving and reviewing statements and other information, or you can choose to provide them yourself instead. 

QuiverTree Bookkeeping has both Errors and Ommissions (E&O) and Cybersecurity insurance.

Although I specialize in bookkeeping for service-based businesses in the Health & Wellness industry, they are not my only clients. I love having the freedom to work with different types of clients and always welcome any service-based business that need my help.

You should NEVER lose touch with the financial part of your business, no matter who your bookkeeper is. You are, after all, the responsible party for all transactions, indebtedness, taxes, paperwork, and all business decisions.

I am here to help and support you on your entrepreneurial journey. We will have monthly meetings to discuss your business’s financial health, and I am always available for brief calls, texts, and emails (which will be returned within 24 hours, during normal business hours). 

Dare I say that you can expect to be even MORE in touch with your finances than before, without having to spend hours digging through transactions and bank statements.