Have questions about working together? Here are some of the most common things clients ask before getting started. If you don’t see your question here, feel free to reach out—I’m happy to help.
Q: Why should I hire someone to help with bookkeeping and accounting services?
Every business needs someone who truly understands the numbers. With a master’s degree in accounting, CPA certification, and years of hands-on experience, I bring both technical expertise and practical insight to your financials. I’ll handle the bookkeeping and accounting so you can focus on what you do best—running your business, serving your customers, and growing your bottom line.
Q: What makes your service different from a traditional bookkeeper?
A: I combine bookkeeping with strategic insight. As a CPA with controller-level experience, I go beyond entering data to help you understand your financials, plan ahead, and grow your business with confidence.
Q: What industries do you work with?
A: I work with businesses across a wide range of industries. My experience includes real estate, nonprofit, agriculture, manufacturing, and family office—among others. Whether you're just starting out or managing a complex operation, we’ll discuss your unique needs during our consultation and tailor services to fit your business.
Q: Where are you located?
A: I am located in Wichita, KS.
Q: Do you take clients outside of the Wichita area?
A: Absolutely. My virtual processes allow me to work seamlessly with clients across the country. No matter where you're located, I can support your business with reliable, remote bookkeeping and advisory services.
Q: What size of clients do you work with?
A: I work with businesses of all sizes—from solo entrepreneurs and family offices to larger, more established companies. My services are tailored to fit your needs, no matter your stage or structure.
Q: How often will we be in contact?
A: I offer unlimited email support, and we can schedule monthly, quarterly, or annual review meetings based on your preference. During tax season, I’m happy to coordinate directly with your tax preparer to ensure everything runs smoothly.
Q: What's the onboarding process like?
A: After our initial consultation, I'll guide you through a simple onboarding process to gather key documents, set up access, and establish communication preferences. My goal is to make it smooth and stress-free.
Q: What if I am behind on my bookkeeping?
A: No problem at all. I can help get your books caught up and back on track—no judgment, just solutions. Once everything is current, I’ll work with you to maintain accurate, timely bookkeeping going forward so you can stay organized and stress-free.
Q: How much will it cost, and how do you bill?
A: I offer a free consultation to understand your business needs and goals. After our call, I’ll review the scope of work and provide a customized proposal. Recurring services are billed at a flat monthly rate, while special project work may be billed hourly depending on complexity.
Q: Why do you charge a flat fee instead of billing hourly?
A: Flat-fee billing makes it easier for you to budget without worrying about unexpected spikes during busy months. It also reflects the value of consistent, proactive support—not just time spent.
Q: Will you complete my annual tax return?
A: I currently focus on bookkeeping, payroll, controller services, and advisory support. However, I work closely with trusted tax preparers who are accepting new clients. I’ll serve as a liaison between you and your tax professional to ensure a smooth, efficient filing process. My background gives me a deep understanding of what tax preparers need—so I can help make tax season as stress-free as possible.
Q: Can you file my 1099's, payroll returns, and sales tax returns?
A: Yes! These filings are included in my service offerings and can be handled as part of your monthly support or as standalone services.
Q: Can you perform audits or sign off on my financial statements?
A: I do not currently offer audits or attest services. However, I can prepare your financial statements and provide in-depth analysis to help you understand the financial health of your business. My goal is to give you clarity and confidence in your numbers—even if formal sign-off isn’t required.