Frequently Asked Questions
- Inquire via the website contact form or schedule a FREE Consultation via Calendly.
- If we’re a good fit for each other, I’ll send you a proposal & contract.
- Once that’s signed, you’ll receive your first invoice, a list of all the items I will need, and a questionnaire.
- Lastly, I will need access to your QuickBooks Online account.
- Once all that is done, I’ll start your books!
I have a Bachelors Degree in Accounting from the City University of New York (CUNY), a Master’s Degree in Business Administration with a concentration in Human Resources Management, also from CUNY, and over 20 years of bookkeeping and accounting experience combined!
Yes, I use Keeper.com for my clients whether they use QBO or not, so if you have any questions, we can communicate as often as you like via text message or directly through the app, if I have any questions about your transactions. Or, if you want to talk on the phone or via Video, you can schedule an appointment via Calendly. You will also receive a monthly profit and loss and Balance Sheet review from me!
I mainly use and recommend QuickBooks Online for accounting and bookkeeping software. I am a QuickBooks Certified Online ProAdvisor. As a certified QuickBooks Online ProAdvisor, I am able to sign you up for QuickBooks Online through a discounted program that is only available to accounting professionals.
Yes, I do. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state, and local tax legislation and other developments affect you and your business, and I am constantly identifying new ways to reduce federal, state, or local tax liabilities. Please check the Pricing page of my website for all my tax return rates.