Frequently Asked Questions
I offer sessions in 15, 30, and 60-minute intervals.
Yes! Please book a virtual chat / Discovery Call appointment.
A bookkeeper records money in and money out categorizing them into the correct general ledger accounts, reconcile against the bank statements and generates financial statements for management to review.
A tax preparer files the federal taxes and sometimes the state and local taxes.
An accountant is a generic term person who provides bookkeeping and/or tax prep.
NOTE: A certified public accountant is person who has passed a rigorous state exam certifying their knowledge in accounting. A CPA isn’t always a tax preparer and a tax preparer isn’t always a CPA.
All training is provided by Rachel Barnett. Rachel Barnett has been a QuickBooks user since 1995. She’s been a QuickBooks ProAdvisor since 2012, and has been named an Insightful Accountant Top 100 ProAdvisor every year since 2020.
I’ve been a QuickBooks user since 1995 and working with a large variety of small businesses on a full-time basis for the last 10 years, there are very few accounting situations I haven’t seen but we should meet for a virtual chat to talk about your specific situation to be certain I’m the right fit.