Bookkeeping only — no tax preparation
FAQs
Questionsanswered
ask me anything else
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Still wondering
something?
Bookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping
Bookkeeping only — no tax preparation
FAQs
Questions
answered
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Still wondering
something?
Bookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping
FAQs
Questions
answered
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Still
Wondering
Something?
Bookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping