Frequently Asked Questions

What software do you use?
Primarily QuickBooks Online, but I’m also experienced with NetSuite and can work with other platforms if needed. I use Google Drive for secure document sharing and easy collaboration.

Do you work with businesses outside of construction?
Yes — while I specialize in bookkeeping for construction and trade businesses, I can work with a variety of industries. My systems and processes adapt to fit the needs of your business.

Do I need to be local to work with you?
No. I work with clients across the U.S. using secure cloud-based tools for document sharing, communication, and bookkeeping.

How do you price your services?
Every business is different. I provide customized quotes based on your transaction volume, complexity, and service needs. I’ll review a few months of your past transactions to create a tailored proposal.

What services do you offer?
My services include monthly bookkeeping, historical cleanups, job costing setup and tracking, work-in-progress reporting, reconciliations, and financial reporting. I can also help streamline your accounting systems.

Will you set up my QuickBooks or work with my existing file?
Either. I can set up a new QuickBooks file from scratch or take over your existing account. I’ll review your chart of accounts and workflow to ensure it’s optimized for your business.

Can you work with my CPA?
Absolutely. I regularly collaborate with CPAs to prepare books for tax filing, provide year-end reports, and assist with audits or reviews.

Do you offer job costing for all industries?
Yes. While job costing is essential in construction and trades, I can adapt the system to fit any project-based business.

Do you require a contract?
Yes. Once we agree on services and pricing, we’ll sign a service agreement outlining responsibilities, timelines, and payment terms.

Do you offer one-time or project-based services?
Yes. I can handle cleanups, catch-up bookkeeping, and specific projects like preparing work-in-progress reports or reconciling backlogged accounts.

How do I get started?
Contact me to schedule a free consultation. We’ll review your current books, discuss your goals, and create a plan that works for you.