That’s such a great question, and if you’re even asking it, chances are... you’re closer than you think.

Here are a few signs it might be time to bring in a bookkeeper:

You’re falling behind If reconciling your accounts keeps getting pushed to the bottom of your to-do list — or you haven’t touched your books in months — it’s a sign you’ve outgrown DIY mode.

You’re unsure if your numbers are accurate If you’re not 100% confident your income, expenses, or tax categories are correct, it can lead to costly mistakes later. A bookkeeper gives you peace of mind that your books are clean and compliant.

Tax season is a nightmare If you dread tax time or scramble to pull things together for your accountant, a bookkeeper can make that process smooth, predictable, and stress-free.

Your business is growing (or changing) Whether you’re adding team members, launching new services, or just seeing more transactions — you need better financial visibility to make smart decisions. That’s where a bookkeeper helps you scale with confidence.

You want to focus on what you do best If bookkeeping is draining your energy or keeping you from serving your clients and growing your business, it’s time to outsource and get that time back.

✨ Bottom line: You don’t have to be “big enough” to deserve support. You just have to be ready to stop carrying the mental load alone.

Absolutely — and I want you to know you’re not alone.

Many business owners feel shame or hesitation about reaching out when things aren’t perfectly organized. The truth is: bookkeepers expect to see messy books. That’s what we’re here for!

This is a no-judgment zone. I’ve helped clients who haven’t touched their books in a year, have unopened tax notices, or didn’t know what bookkeeping even meant when we started. You don’t have to clean things up before asking for help — I meet you exactly where you are and work alongside you to get everything in order.

If you're behind, overwhelmed, or not even sure what’s missing — that’s the perfect time to reach out. You deserve support, not shame.

This is one of the most common questions I get — and it’s an important one.

The cost of bookkeeping depends on a few things: how many transactions you have each month, what systems you use (like QuickBooks), and whether your books need cleanup or just ongoing maintenance.

Most of my clients are small business owners or solo entrepreneurs, so I offer pricing that reflects realistic needs at your stage of business — no bloated packages or one-size-fits-all pricing.

Now here’s the real question: What is it costing you to not have a bookkeeper?

DIY bookkeeping often leads to:

• Missed deductions or overpaid taxes

• Hours spent trying to fix small mistakes

• Decision-making based on incomplete or inaccurate data

Hiring a bookkeeper gives you time back, financial clarity, and peace of mind. And for most business owners — that’s worth far more than the monthly fee.

This is a really common source of confusion, so let’s break it down simply:

✅ A bookkeeper tracks and categorizes your daily transactions, keeps your financial records organized, reconciles your accounts, and provides ongoing insight into your business finances. You’ll work with a bookkeeper throughout the year.

✅ An accountant or CPA often handles high-level financial strategy and files your taxes. You may only talk to your accountant during tax season — and they usually expect your books to already be clean - That’s where a bookkeeper like me comes in — to make sure your books are accurate, organized, and ready.

Most business owners need both. Bookkeepers maintain your financial foundation, while accountants use that information to file taxes and advise on long-term planning. If your accountant is doing your books too, they’re likely charging premium rates for something a bookkeeper could do more affordably and consistently.

Not always — but in most cases, yes.

QuickBooks Online (QBO) is one of the most widely used and efficient bookkeeping platforms out there, especially for small business owners. If you're not already using it, your bookkeeper may recommend setting up an account so they can manage your books more accurately and efficiently.

Here’s what that could look like:

• If you’re brand new to bookkeeping, I can help you choose the right QBO plan and walk you through setting it up.

• If you’re already using spreadsheets or another tool, we can discuss whether switching makes sense.

• If you want to share access with your accountant later, QBO makes it super simple.

The goal is always to make bookkeeping easier for you Let’s talk about it and see what’s best for your needs and budget.

Great question — because clean books aren’t just about being “done,” they’re about being right.

Here are a few red flags that your books might not be as accurate as you think:

• Your bank balances in QuickBooks don’t match your actual bank account

• You have uncategorized transactions or a lot of “ask my accountant” labels

• You’re not confident your income and expenses are in the right categories

• Your reports (like Profit & Loss) don’t seem to reflect reality

If this sounds familiar, don’t panic — it’s fixable. An experienced bookkeeper can review your file, clean up inconsistencies, and help you build a process that works going forward.

Think of it like a financial checkup. You wouldn’t ignore your health — and your business books deserve the same attention.

No, you don’t have to switch — but it depends on how you want to work with your bookkeeper and what kind of support you’re looking for.

QuickBooks Desktop (QBD) is still a powerful tool, but it’s limited when it comes to remote access and collaboration. Because QBD is installed locally on your computer, your bookkeeper can only work on your books if you send files back and forth or give remote access to your device — which can be time-consuming or inconvenient.

QuickBooks Online (QBO), on the other hand:

• Allows secure, real-time access for both you and your bookkeeper

• Syncs with your bank and payment processors automatically

• Works from anywhere — no more waiting to send updated files

If you're planning to work with a virtual bookkeeper (like me!), switching to QBO can make the process smoother and save you time in the long run — I’m happy to talk through the options with you and help you decide what’s best for your business.