Frequently Asked Questions
Diagnostic Reviews
A diagnostic review takes a close look at your books to identify errors, inconsistencies, missing information, and areas that need attention. You’ll get a clear picture of what’s working and what needs to be fixed.
If your financial reports don’t make sense, accounts aren’t reconciling, or you don’t trust your numbers, a diagnostic review can uncover what’s going on.
I review key areas of your bookkeeping, including account balances, reconciliations, income and expenses, and other areas that may impact the accuracy of your financial statements.
The diagnostic review identifies the issues and provides a recommended path forward. If cleanup is needed, we can move into a separate cleanup engagement.
You’ll receive a clear understanding of the condition of your books, the issues that need attention, and recommended next steps.
Diagnostic Reviews
Cleanup brings disorganized, inaccurate, or outdated books back into order. I identify and correct errors so your financial statements provide a reliable picture of your business.
If your books are behind, accounts aren’t reconciled, transactions are miscategorized, or your financial reports don’t make sense, cleanup may be needed.
Yes. I can review your existing books, identify problems, and make the necessary corrections without judgment.
Every cleanup is different. The timeline depends on how far behind the books are, the number of accounts and transactions, and the complexity of the corrections needed.
Once your books are accurate and current, ongoing bookkeeping can help keep them that way and prevent the same issues from building up again.
Regular Bookkeeping
Regular bookkeeping keeps your financial records accurate and current through transaction categorization, account reconciliation, financial statement review, and other essential bookkeeping tasks.
Most businesses benefit from monthly bookkeeping. Staying current gives you timely information and helps identify issues before they become bigger problems.
Yes. I understand the unique bookkeeping needs of real estate investors, including property-specific expenses, renovations, loans, purchases, sales, and other real estate transactions.
Yes. I work with service-based businesses that want accurate books, better financial visibility, and a clearer understanding of their cash flow and profitability.
Absolutely. I don't believe your financial statements should just be reports you receive and file away. I'll help you understand what your numbers are telling you.
Nonprofit Bookkeeping
Accurate bookkeeping helps nonprofits track funds, maintain financial accountability, and provide clear financial information to boards, donors, and other stakeholders.
Yes. Nonprofits have unique accounting needs, including tracking restricted and unrestricted funds, donations, grants, and program-related expenses.
Yes. Proper tracking helps you clearly understand what funds are available and how those funds have been used.
I can keep your financial records organized and provide accurate reports to make the year-end process smoother. When specialized tax or audit work is required, I can coordinate with your CPA or other professional.
Yes. I can help turn financial information into clear, understandable reports that give your board the information they need to make informed decisions.
Client Advisor Services
Advisory services go beyond traditional bookkeeping. I help you understand your numbers, identify financial opportunities and challenges, and use your financial information to make better business decisions.
Bookkeeping keeps your financial records accurate. Advisory helps you understand those records and use them to plan, manage cash flow, and make informed decisions.
Yes. We'll look at how money moves through your business and identify strategies to help you manage your cash more intentionally.
Yes. As a Profit First Professional, I can help you implement a cash-flow management system designed to help you prioritize profit and gain greater control over your money.
No. Advisory services can benefit businesses of many sizes. The focus is on providing the financial insight and guidance that makes sense for your business.