Yes—every single transaction is reviewed and categorized by me. While I use QuickBooks Online (https://quickbooks.intuit.com/) as our digital ledger, I do not rely on "automated" bots to make decisions for your business. You are hiring my eyes and my expertise to ensure your records are 100% accurate.
We aren’t just "email pen pals." We will have regular, face-to-face Zoom calls to review your financial health together. Think of me as a member of your team who just happens to have a virtual office. You can always reach me directly by phone or email if something urgent pops up.
It’s very simple! Most of my clients find it easiest to snap a quick photo of their receipts using the QuickBooks Online mobile app, which sends it directly to our shared workspace. You can also email them or upload them to a secure digital folder we’ll set up together.
Absolutely. QuickBooks Online (https://quickbooks.intuit.com/global/security/) uses the same level of encryption as major banks. Because it’s cloud-based, your data is backed up automatically and protected by multi-factor authentication. Plus, since I’m the only one working on your account, there is a clear "audit trail" for every change made.
Not at all. You own your QuickBooks account and have 24/7 access to see exactly what is happening. I am here to support you and keep things organized, but you are always the one in the driver's seat.
With a big firm, you are often just a number assigned to a rotating team of junior staff. With me, you get a dedicated partner. I know your business, I remember our last conversation, and I care about your growth just as much as you do.