FAQ

How do we get started?

You call me for your free consultation. We meet to talk about your bookkeeping needs, review the packages, and customize a perfect fit for you. The next day you'll receive an estimate outlining services and price. Once you okay the estimate, we'll get started.

How do I prepare for our first meeting?

Gather up the most recent 2 months of bank and credit card statements, sales data, and payroll records. We'll also review your accounting software and financial statements.

I don't have accounting software. How will you keep our books?

I can set up a QuickBooks account for you at my office, and provide you with hard copies of the data. Or I can set you up with Online Quickbooks, giving us both access to the accounting.

How do the packages work?

Monthly (or weekly) Package: For small businesses that need regular services for bill paying, invoicing, bank & credit card reconciliation, payroll, tracking sales/expenses, bank & credit card reconciliation, and financial reports. I will pick up and drop off your records at your convenience, or I can work in your office. Meetings as needed, and unlimited phone/email support. At year-end everything will be prepared for your tax accountant.

Quarterly Package: For very small businesses or startups that have minimal activity. Each quarter receipts & records will be picked up, data entered into the accounting software, bank & credit card statements reconciled, and financial reports prepared and analyzed. Quarterly meetings to review reports & answer questions. At year-end everything will be prepared for your tax accountant.

Annual Catch-up: For clients who are behind on their bookkeeping. I'll quickly gather the data, enter it into your accounting software, reconcile accounts, and prepare reports to take to your tax consultant.

Learn more about our Rates & Pricing >

Can you handle our payroll?

Yes, as well as the filing of all quarterly & annual payroll taxes, electronically.

Do you prepare tax returns?

I don't prepare tax returns, but do work closely with several CPAs and licensed tax consultants, and can deliver the completed year-end reports to them so the cost of your tax return is minimized.

Do you prepare 1099 Forms?

Yes! As well as  W-9s, W-2s, personal property tax returns, annual Saif reports, and a variety of other government forms.

Call us today at 971-230-8587.

bookkeeping services reviews portland

Mitzi was a lifesaver when I was going through a very difficult transition time with my business. Her calm professionalism was exactly what was needed. I breathed a sigh of relief after our first meeting, feeling immediately that it would all work out. She has a way of homing in very clearly on the essentials and was able very quickly to come up with a plan to tackle what felt to me like a disaster. She is personable and a very effective communicator. I can't begin to thank her enough for her help.”

- Lydia Collins, MD, Cascade Women's Health, P.C.