Frequently Asked Questions

If I have an accountant, do I need a bookkeeper?

It depends on the accountant you have selected.

Some accountants or accounting firms also offer bookkeeping services. However, the role and services provided by an accountant and those of a bookkeeper are different.

A bookkeeper provides on-going services that allow you to track the flow of day-to-day financial transactions. Most accountants do not provide this service but instead, specialize in the preparation and filing of taxes.

I always work closely with my clients' accountants to ensure accurate records and reporting.

Do you come to my office?

In a word - no. All services are done remotely. I utilize file-sharing programs like Google Drive and DropBox, and remote access programs like Log Me In to keep things running smoothly. One of the beautiful things about utilizing cloud-based programs is that I can work with clients all over the country. The added convenience for you is that you do not need to provide an appropriately-equipped space at your location for me to do the work.

Is it safe to use cloud-based financial software, such as Quickbooks Online?

Yes, I believe it's safe. It is certainly safer than having all of your financial records on a laptop that can be stolen from your home or office.

If you prefer to install software on a desktop computer, we will work together to enable me to access your computer remotely and schedule regular back-ups to keep your data secure and up to date.

There are also other hosting options we can explore instead.

What is your hourly rate?

I don't charge by the hour.

My fees are based on the type, amount, and frequency of service you require. I receive payment for the results and the value I provide to you, rather than the amount of time it takes for me to get the job done properly.

I believe that accuracy and efficiency are more important than speed. When your books are well-managed and maintained, there's rarely a need to rush to meet a deadline.

What services do you offer, and how much do they cost?

I offer a variety of packages to serve businesses large and small, and a range of price points for each type of service I provide.

I work with each client to create a personal money-management plan to best suit his or her individual needs. The amount you pay will be determined by the level and frequency of service you require.

Please see my  Products and Services page for more information about the services I offer.

You may also contact me to schedule a FREE SAVVY BOOKKEEPING Strategy Session so we can discuss your specific needs and goals, and discover which products or services will be the best fit for you

How do I contact you?

Click HERE for an email submission form, or just give me a call at (914) 588-5268.