Questions owners ask

We talk through how your business runs today and where things are getting stuck. You'll leave knowing where the real problem is and whether Discovery is the right next step. The call is free.

Typically up to two weeks from our first session to your plan. More complex businesses can need more time, and when that's the case, we agree on the timeline together before we start.

A working session with you, conversations with two or three people on your team, walkthroughs of how the work actually gets done, and a review of your books, reports, and tools. It ends with a written plan and priced options, and we walk through it together on a call. No logins needed.

Only to Discovery itself. The plan is yours to keep, and you decide whether and how to move forward.

Yes. I'll still start with a Discovery, because I need to understand your books before I can quote them accurately. For bookkeeping on its own, it's usually shorter.

Discovery typically starts at $950, depending on the size and complexity of your business. I'll quote it on our call. If you hire me within 30 days of getting your plan, the full fee goes toward the work.

After our intro call, I send you an invoice by email. It's due within two days, and you can pay online by card or bank transfer. Once it's paid, you'll get a link to schedule your first session.

Discovery is non-refundable once paid, since I reserve that time for your business. You can reschedule your first session once with at least 48 hours' notice.

There's no one-size-fits-all package. Your plan is built around your business, and each option in it is priced for that solution, so you know exactly what it costs before you choose.

It's how the work gets done: who does what, how tasks move from one person to the next, and the systems and vendors behind it. In a smaller business, much of that lives in the owner's head. Operations work gets it written down and built into how your team works, so the business doesn't depend on you being in the middle of everything.

The back office is the work that keeps money and records moving: bookkeeping, invoicing, bills, payroll, and paperwork. Operations is how the rest of the business gets done. The two overlap, which is why Discovery looks at both.

Anything your team does the same way over and over: moving data between systems, routing approvals, sending status updates, filing documents. Discovery shows where automation will save the most time, so you start where the payoff is biggest.

Yes, and that's the best time to bring me in. I'll help you pin down what you actually need, compare your options, and review the contract before you commit.

Yes. Discovery shows where the project really stands, and you'll get a clear picture of what it will take to recover it, or whether it's time to reset.

Ongoing operations help for a set number of days each month. You get experienced leadership without a full-time salary, and the time scales up or down as the business changes.

Some pushback is normal. I involve the people who do the work from the start, so the new process reflects how the work really happens. People support what they help build.

Your CPA files your taxes and advises you once or twice a year. Your bookkeeper keeps the books right every month, so you're making decisions with current numbers. Bookkeeping isn't a twice-a-year job: when the books only get caught up at tax time, mistakes sit for months. Clean monthly books also mean your CPA spends less time, and bills you less, at tax season.

The back office is the work that keeps money and records moving: bookkeeping, invoicing, paying bills, payroll, paperwork, and new-hire setup. Operations is how the rest of the business gets done: who does what, the handoffs between people, and the processes and systems behind them. The two overlap, which is why Discovery looks at both.

Whatever fits your business. Part of Discovery is looking at the tools you use today and recommending whether to keep them, replace them, or connect them better. If your software is outdated or being discontinued, I'll help you move to something that fits.

Yes. Discovery shows how far behind they are and what shape they're in, and I quote the cleanup as a fixed price from there.

No. As your bookkeeper, I keep your books accurate and current: recording transactions, reconciling your accounts, managing bills and invoices, running payroll, and preparing the reports your CPA needs. Your CPA or accountant handles everything outside that, including preparing and filing your tax returns, tax planning and advice, audits and financial statement reviews, and representing you with the IRS. At year-end, I hand your CPA clean, reconciled books, so they start from accurate numbers instead of cleaning up first.

No. Discovery doesn't need any logins. For ongoing work, you add me as a user or accountant in your software, so you never share your personal login.

It depends on your transaction volume and how many accounts you have. After Discovery, I quote a flat monthly fee, so there are no surprises.

I've worked across healthcare, financial services, retail, and transportation. Every business is different, but the problems I'm brought in to fix tend to start in the same places: handoffs nobody owns and books nobody trusts.

Yes. Confidentiality is part of every engagement, and it's written into the Discovery terms.

Yes. I'm based in Florida and work with clients anywhere, using video calls and online collaboration tools.