FAQs - COQUINA BOOKKEEPING

A bookkeeper records and organizes your business's financial transactions — things like income, expenses, invoices, and payments. I make sure your books stay accurate, current, and ready for your accountant or CPA at tax time.

A bookkeeper handles the day-to-day financial recordkeeping, while a CPA focuses on tax preparation, audits, and financial analysis. I keep your books clean and organized so your CPA can do their job efficiently (and save you time and money at tax season).

Yes! Even small businesses benefit from organized books. Having up-to-date financials helps you see where your money's going, plan for growth, and avoid last-minute stress when it's time to file taxes.

I primarily use QuickBooks Online, which allows secure, real-time access to your books from anywhere. I can also help set it up, clean up existing records, or provide training if needed.

I use encrypted, password-protected systems like QuickBooks Online and secure upload links to ensure your financial data stays private. You'll never need to email sensitive information — everything is stored safely and access-controlled.

At minimum, I recommend a monthly review to stay on top of income, expenses, and cash flow. Regular reviews help spot trends early, prevent errors, and ensure your books always reflect your true financial picture.

Absolutely! I specialize in catch-up and clean-up bookkeeping. Whether your books are a few months or a few years behind, I'll help you get them organized and current.

Yes! I can manage payroll using your existing system or help you set up payroll through a new provider that fits your business needs. I ensure employees and taxes are processed accurately and recorded properly in your books.

Yes! I love collaborating with CPAs to make year-end easy. I prepare a clean set of books and year-end financial reports so your accountant has everything they need for filing.

Pricing depends on your business size, transaction volume, and level of service. Monthly bookkeeping services start at $300, and I provide clear, customized packages after a complimentary consultation so you only pay for what you truly need.