frequently asked questions
Have questions before outsourcing your QuickBooks bookkeeping? You’re in the right place. Below you’ll find answers to common questions about working with Books With Danielle, what is included in my services, and what you can expect when you are ready to take bookkeeping off your plate.
Working with Books With Danielle
Books With Danielle specializes in QuickBooks Online bookkeeping for small digital marketing agencies. I intentionally keep my focus narrow so I can provide bookkeeping support built around the types of businesses I understand and want to serve.
Yes. Books With Danielle specializes in QuickBooks Online so I can provide a consistent and efficient bookkeeping process across my client roster. If you are not currently using QuickBooks Online but would like to move to it, we can discuss whether QuickBooks Setup + Cleanup is appropriate for your agency.
Yes. Books With Danielle is a virtual bookkeeping business, which means I can work with qualifying digital marketing agencies throughout the United States. Most communication takes place through email and secure online systems, with Zoom meetings scheduled when needed.
Yes. This is an important part of the Books With Danielle experience. I am the person reviewing your books, completing your bookkeeping, answering your emails, and preparing your monthly reports. No rotating team.
Yes, I am a Certified QuickBooks Online ProAdvisor. My certification demonstrates my training and proficiency in QuickBooks Online and supports my focus on providing specialized QuickBooks bookkeeping for small digital marketing agencies.
You can also view my QuickBooks ProAdvisor profile to learn more about my certification, here.
Monthly QuickBooks Bookkeeping
Your exact scope will be outlined in your proposal based on the needs of your agency. Monthly bookkeeping may include transaction categorization and review, bank and credit card reconciliations, review of unusual or uncategorized activity, monthly bookkeeping review, financial reports, Books At A Glance month-end summary, secure document exchange, and unlimited email support for bookkeeping related questions.
When authorized, I can also collaborate with your CPA or tax professional when they need bookkeeping records, reports, or clarification related to my work.
Done-For-You QuickBooks Monthly Bookkeeping starts at $300 per month. Your exact monthly investment depends on the activity and complexity of your books, including factors such as transaction volume, number of accounts, and the amount of ongoing bookkeeping activity involved.
I review your QuickBooks file before providing your final quote so your pricing reflects the actual work required.
If your books are already clean and current, we can establish when your first month of ongoing bookkeeping will begin. If historical work is required first, your proposal will clearly identify the period covered by your QuickBooks Setup + Cleanup project and when ongoing monthly bookkeeping begins.
The goal is to avoid a gap between getting your books current and keeping them that way.
Monthly bookkeeping is generally completed and agency financial reports are delivered by the 15th of the following month, assuming all requested information and documentation are received on time.
Books At A Glance is a personalized, plain English month-end summary included with QuickBooks Monthly Bookkeeping. Along with your agency financial reports, you will receive a quick overview of what happened in your books and what may be worth your attention.
Depending on the month, this may include key numbers, notable changes, unusual activity, outstanding bookkeeping questions, and links to your Profit and Loss Statement and Balance Sheet. Books At A Glance is not financial planning, forecasting, or CFO advice. It is designed to help you stay informed without having to live inside of QuickBooks Online.
QuickBooks Setup + Cleanup
You do not need to figure that out before contacting me. We will start with a free consultation. If we appear to be a good fit, I will review your QuickBooks Online file before recommending the appropriate service.
If your books are already clean and current, you may be able to move directly into monthly bookkeeping. If QuickBooks needs to be organized, corrected, set up, or brought current first, I will include that work in my recommendation.
QuickBooks Setup + Cleanup starts at $1,500. Final pricing depends on the condition of your books, the amount of historical activity involved, and the work required. You will receive your project price before deciding whether to move forward.
Cleanup corrects or improves bookkeeping that already exists inside your QuickBooks file. Catchup completes bookkeeping for prior periods that were never fully finished.
Some agencies need cleanup. Some need catchup. Some need both. I will determine what your books actually need during the review process rather than expecting you to diagnose the problem yourself.
Standard historical projects are generally limited to the previous 18 months. Projects requiring more extensive historical work fall outside my standard scope.
Yes. You can hire Books With Danielle for a qualifying QuickBooks Setup + Cleanup project without committing to ongoing monthly bookkeeping. However, if you sign up for QuickBooks Monthly Bookkeeping with your QuickBooks Setup + Cleanup, you will receive a $100 credit toward your first month of monthly bookkeeping.
That allows us to move directly from getting your books clean and current into keeping them that way.
Getting Started
We start with a free 20-minute consultation so I can learn more about your agency, how you are currently managing QuickBooks, and what you need help with. If we appear to be a good fit, you will give me accountant access to your QuickBooks Online file so I can review the actual condition of your books.
I do not provide a final quote based solely on what we discuss during the consultation. I want to see what is actually happening inside QuickBooks first.
No. The QuickBooks review is part of the pre-engagement process for prospective clients who appear to be a good fit after the consultation. The purpose is to determine the appropriate scope and pricing before I send your proposal.
I will send you a proposal outlining my recommended path forward. Depending on your books, that may include QuickBooks Setup + Cleanup, ongoing monthly bookkeeping, or both. Your proposal will explain the scope of work, your investment, and what happens next if you decide to move forward.
No. Please do not send banking passwords or other sensitive login credentials by email. Access to QuickBooks and financial information will be handled through appropriate secure systems as needed.
Ready to take bookkeeping off your plate?
You focus on growing your digital marketing agency. I’ll handle keeping your books organized, reconciled, and ready for review each month. Let’s chat about your bookkeeping needs and see if Books With Danielle is the right fit.
Services and Scope
No. Books With Danielle focuses on bookkeeping. Your CPA or tax professional should handle tax preparation, tax filing, tax planning, and tax advice. With your authorization, I can provide your tax professional with bookkeeping records, financial reports, and clarification related to my bookkeeping work when needed.
No. Payroll should be processed through your payroll provider. When included within the scope of your engagement, I can record and reconcile the relevant payroll activity within QuickBooks after payroll has been processed.
No. I do not initiate payments or pay bills and vendors as part of my standard bookkeeping service. I can maintain the bookkeeping records associated with those transactions after they occur when included within your scope.
No. I do not manage vendor payments, send customer invoices, or handle collections as part of my standard bookkeeping service. My focus is maintaining the bookkeeping records once those transactions occur.
No. Books With Danielle provides straightforward QuickBooks Online bookkeeping. I do not provide CFO or controller services, financial forecasting, investment advice, tax advice, or strategic financial planning.
My job is to help keep your bookkeeping accurate, organized, current, and useful.
Communication and Working Together
Email is the primary and fastest way to reach me. Sensitive financial information and documents are exchanged through secure systems. When something would be easier to discuss face to face, we can schedule a Zoom meeting.
Not necessarily. My service is designed for agency owners who want their bookkeeping handled without adding another recurring meeting to their calendar. Most routine questions and communications can be handled through email. If something needs a conversation, we can schedule a Zoom meeting.
If I need documentation, clarification, or additional information to complete your bookkeeping, I will let you know what is needed. Providing requested information on time helps me keep your books current and deliver your monthly reports according to schedule.
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