FREQUENTLY ASKED QUESTIONS

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Bookkeeper INQUIRIES

What is a Bookkeeper?

A bookkeeper is responsible for recording and maintaining an organization's financial transactions. A bookkeeper’s primary role is to keep accurate and organized records of a company's financial activities, including income, expenses, assets, and liabilities.

How is a Bookkeeper different from a cpa?

Bookkeepers typically handle routine financial tasks, while CPAs have a more comprehensive and specialized role in accounting such as filing taxes.

how can i manage my books if i just started my business?

Congratulations on taking the leap and starting your own business. I have a free Google Sheets template that will help you manage your books until you are ready to outsource. Check out the “ Tools and Resources” section on the home page to download the template.

how do i know when i need a bookkeeper?

If you are strapped for time and managing your finances is not your wheelhouse. If you need more financial analysis. Or if your business is growing and you have a greater need for more specialized bookkeeping support - it is time to reach out to a Bookkeeper to get more support.

COMMON QUESTIONS

wHo do we serve?

We serve midwives and doulas.

Midwives: solo midwives, student midwives, home birth midwives, birth centers, etc…

Doulas: Birth Doulas, Postpartum Doulas, Full spectrum Doulas, and childbirth educators.

do you file taxes as well?

Tax filing and Tax preparation are not apart of my current offerings. However, I can recommend a great tax accountant or coordinate with a tax accountant you already know and love. 

when i hire a bookkeeper what should i expect?

When hiring a bookkeeper, anticipate receiving regular financial reports on a monthly or quarterly basis. Expect monthly queries to clarify transaction details. Great Bookkeepers are responsive, collaborative and trust worthy.

How can i work with you if i just started my business?

I am honored to support you. If retainer services are not on your radar yet no worries! My accounting software set-up or 1:1 Bookkeeper intensive would be perfect for you. Not ready for Xero - check out my free Business Wallet Workbook on the home page.