Your Questions, Answered
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No! While I am proud to live right here in Portland, Maine, my business is 100% digital and secure. I use modern cloud-based tools to provide virtual bookkeeping services to small businesses all over the United States. We can talk over the phone, send files securely online, or meet via video chat whenever you need an update.
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I work exclusively with QuickBooks Online. It is the gold standard for small business accounting because it provides real-time visibility into your numbers, seamlessly integrates with modern payroll tools, and allows us to collaborate securely from anywhere. If you already have a QBO account, I can dive right in. If you are starting from scratch or moving off spreadsheets, I will handle the entire setup for you.
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Absolutely not. Running a business is incredibly demanding, and it is entirely normal for the paperwork to fall behind while you focus on taking care of your customers and managing your team.
As a former business owner who scaled and ran a multimillion-dollar company, I have seen it all—from years of un-categorized receipts to completely tangled software setups. Cleaning up historical records and building a fresh, organized, and bulletproof financial foundation is exactly what I do. Consider it a clean slate!
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es, absolutely. Accurate and compliant payroll is vital for keeping your team motivated and your business out of trouble. I provide full-service payroll administration through QuickBooks Online, managing everything from your recurring direct deposits to your ongoing state and federal payroll tax filings. I also handle your year-end W-2 and 1099 reporting, ensuring you stay completely compliant and audit-ready.
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Every business has its own unique rhythm, transaction volume, and financial complexity, which is why I don't believe in one-size-fits-all pricing.
After a brief, complimentary consultation where we look at your current setup and specific needs (e.g., historical clean-up, monthly reconciliation, or active payroll management), I will provide a clear, transparent, and predictable flat monthly fee. You will always know exactly what you are investing, with no hidden hourly surprises.
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The process is simple, relaxed, and entirely zero-pressure:
Schedule a Call: Click the button below to request a free financial consultation.
Discovery: We’ll spend 15–20 minutes chatting about your business, your current pain points, and your financial goals.
The Proposal: I’ll provide a tailored plan detailing exactly how I can take the bookkeeping and payroll burden off your desk.
Onboarding: Once you approve, I’ll take over the heavy lifting so you can get back to growing your business.
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This is a great question! Think of your CPA as your tax architect—they look at the big picture once a year to file your returns and optimize your strategy. As your bookkeeper, I am your daily financial partner. I manage the day-to-day accuracy of your records, run your payroll, and ensure your accounts are flawlessly reconciled every month. By partnering with me, your numbers stay organized in real-time, meaning your CPA gets clean, perfect data at year-end—saving you massive amounts of time and billable accounting hours.iption