Frequently Asked Questions
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I work best with service-based businesses that want reliable support, clear communication, and bookkeeping that feels manageable instead of stressful.
That often includes contractors and trades businesses, consultants and independent professionals, health and wellness practices, creative businesses and small agencies, and small service companies with a few employees.
If you are looking for someone practical, organized, and easy to work with, there is a good chance we may be a fit.
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Yes.
Many business owners reach out when their books are behind, inconsistent, or more disorganized than they want them to be. That is more common than you might think, and it is not something I judge.
You do not need to clean everything up before reaching out. We start by looking at where things stand, what needs attention first, and what kind of support makes the most sense from there.
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I offer three core services:
Financial Foundations Setup for businesses that need to get their books and systems organized before moving into ongoing support.
Monthly Full-Cycle Bookkeeping for businesses that want reliable monthly bookkeeping to keep records accurate, organized, and up to date.
Bookkeeping + Business Systems Support for business owners who want ongoing bookkeeping plus support with invoicing workflows, document organization, and day-to-day financial systems.
Additional support such as cleanup, AR/AP support, templates and SOPs, or QuickBooks help may also be available based on scope.
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QuickBooks Online is my preferred bookkeeping platform because it works well for many small service-based businesses and allows for organized monthly bookkeeping, reporting, and accountant collaboration.
I can also support businesses using Sage, Wave, Xero, and other cloud-based bookkeeping systems depending on the condition of the file, the complexity of the business, and the support required.
If your current software is working well, I will not recommend changing it just for the sake of changing it. If your system is creating confusion, duplicate work, or unreliable reports, I can help review your setup and recommend a cleaner path forward.
I may also be able to help review how other business software connects with your bookkeeping system, such as invoicing, payment, receipt, or industry-specific tools.
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No. My work focuses on bookkeeping, financial record organization, and business systems support. I do not provide tax filing or legal advice, but I can help make sure your books are organized and ready for your accountant.
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I need timely access to the information required to keep your books accurate and current. That may include bank and credit card statements, receipts, sales information, invoices, payroll reports, and other relevant financial records.
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We start with a conversation about your business, your current bookkeeping setup, and the kind of support you need. From there, I can recommend the most appropriate service structure and next steps.
Book a free consultation to get started https://calendly.com/books-amandamoffatt/30min -
Email is the best way to reach me for most questions and requests, and I typically respond within 1–2 business days.

