Frequently Asked Questions

Still Hungry for Answers?

Running a restaurant, startup, or small business is challenging—below are some common questions to help clarify my accounting and advisory services. If there’s anything you don’t see here, feel free to Contact Me.

1. What types of businesses do you specialize in?
I primarily focus on restaurants, startups, and small businesses. However, I’m open to partnering with organizations of any size or industry, as long as they’re eager to leverage data-driven insights.

2. How does your pricing structure work?
My fees are typically customized based on the scope and complexity of each client’s needs. Depending on your preferences, I can offer flat monthly rates, hourly billing, or project-based quotes.

3. Do you offer any short-term or one-time consulting sessions?
Yes! If you only need help with a specific project—like setting up an accounting system or reviewing financial statements—I’m happy to provide a short-term engagement that fits your objectives.

4. How do you handle confidential financial information?
I take data security and client confidentiality very seriously. From secure file-sharing platforms to NDAs (Non-Disclosure Agreements), I implement industry best practices to protect sensitive documents and information.

5. What is the typical turnaround time for monthly financial statements?
Generally, I’ll deliver monthly statements within a set number of days after I’ve received all necessary data (like bank statements and receipts). The exact timeframe can vary, but I strive to keep it as quick and efficient as possible.

6. Can you help with tax filing, or do you work with a CPA?
I can handle basic tax coordination—such as sales tax filings and compliance—and I often collaborate with CPAs for more in-depth tax preparation or specialized needs. This ensures you get expert guidance on all fronts.

7. Will you work directly with my bank, POS system, or payroll provider?
Absolutely. I’m comfortable integrating with various systems or working hand-in-hand with third-party vendors. My goal is to create a seamless accounting process tailored to your specific setup.

8. What do I need to get started?
Before we begin, I’ll request some initial documents, like past financial records and relevant login details. I’ll guide you through an onboarding checklist to ensure we’re set up for success.

9. How often will we meet or communicate?
I usually schedule monthly or quarterly review sessions, depending on your plan. I’m also available between meetings via email or phone for quick questions or updates.

10. Do you provide training for me or my team?
Yes, I offer staff training on interpreting financial reports, using accounting tools, and implementing cost-saving measures. The goal is to empower you and your team to make confident decisions.

11. How do I know which services are right for my business?
We’ll start with a discovery call to discuss your specific goals. From there, I’ll recommend a package—or à la carte services—that align with your needs, whether it’s full-scale bookkeeping or targeted advisory.

12. What if I only need partial services, like payroll or bookkeeping?
No problem. We can tailor a plan for just the services you need. The idea is to give you flexibility without forcing you into a one-size-fits-all package.

13. Can I cancel services if my needs change?
Yes. I just ask for a reasonable notice period so we can close out any active work. We’ll outline all the details in our initial agreement.

14. Do you help with financial projections for funding or investor pitches?
Absolutely. Many of my startup clients benefit from assistance with forecasting, pitch-deck preparation, and investor relations. I’ll work closely with you to ensure your numbers tell a compelling story.

15. How long does it take to see a difference in my bottom line?
It varies, depending on factors like how quickly you implement recommended changes. Some clients notice improvement within a few months, while others see results more gradually. Consistency in applying financial strategies is key.

Still have questions?
Feel free to Contact Me. I’m here to help you navigate the world of accounting and empower your business through data-driven decisions.