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FAQs

General

How can I start working with you?

  1. It all starts with a simple inquire through email to set up a initial consultation.

  2. During consultation we will discover and understand the needs of understand your business.

  3. Relax, knowing your finances are recorded accurately each and every month.

 

Do you offer tax services?

Not necessarily. All financial transactions will be available for your accountant or CPA (with your approval) when needed.

 

Do you offer accounting services?

Bookkeeping and accounting are two different processes. We do not offer accounting services, but we are more than able to partner with your accountant for all your financial needs.

About Maric

How long have you been a bookkeeper?

I started my bookkeeping journey in 2025. I continue to learn and discover new ways to provide the best service possible to each and every client.

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What is your ideal client?

My focus is helping solopreneurs take control of their finances.

Bookkeeping

What is bookkeeping?

 

Bookkeeping - is the process of recording and organizing all the financial transactions of a business. It involves documentation of daily transactions in a consistent way, ensuring that records are accurate, up-to-date, and comprehensive. The primary tasks in bookkeeping include recording sales, purchases, receipts, and payments, managing the general ledger, and preparing initial financial statements. Bookkeeping helps lay the groundwork for the accounting process, which uses the data gathered to provide insights and inform business decisions.

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Bookkeeping vs Accounting

 

Bookkeeping - refers to the process of recording financial transactions.

Accounting - refers to interpreting, classifying, analyzing, reporting, and summarizing financial data.

Clean-Ups

What are bookkeeping clean-ups?

 

A bookkeeping cleanup is the process of reviewing, organizing, and correcting a business's financial records to ensure they are accurate, complete, and up-to-date. It involves fixing past errors, reconciling accounts, properly categorizing transactions, and ensuring financial statements are correct to provide a clear picture of a business's financial health. This process is necessary for accurate tax filings, staying compliant, making informed business decisions, and preparing for audits.

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