frequently asked questions

Not currently. My focus is bookkeeping and strategic financial oversight. What I DO provide? Clean, organized, CPA-ready books that make filing season dramatically less dramatic.

Your tax professional gets tidy reports and usable numbers. You get to feel prepared instead of surprised.

Everyone wins.

You’re not just getting reports. You’re getting context.

By the 15th of each month, you’ll receive a clear summary of how your business performed, month-to-date and year-to-date, written in plain English. No decoding required.

Inside that update, you’ll see:

- What came in
- What went out
- What’s actually yours
- What to set aside for taxes
- Trends worth paying attention to
- Anything unusual that needs a second look

You’ll also receive your full financial statements:

- Profit & Loss
- Balance Sheet
- Statement of Cash Flows

Plus a guided cover sheet explaining what you’re looking at and what to consider next.

And when questions pop up? You have direct access for the “should I?” and “what does this mean?” moments.

Clear numbers. Clear direction. No squinting at spreadsheets.

Yes! Refined Bookkeeping + Strategy, The Refined Reset, and Catch-Up Week can be split into up to three installments.

If you need something different, just ask. We believe good financial support should feel accessible, not stressful.

Great question.

A bookkeeper keeps your records accurate and all matched up. They track what happened.

A fractional CFO looks at those clean numbers and helps you decide what happens next. Forecasting, pricing strategy, hiring decisions, cash flow planning.

A CPA or tax accountant usually prepares and files your taxes.

They’re different roles, and they work beautifully together.

Here, you get accurate bookkeeping and forward-looking strategy in one place. Clean data and direction to match.

We’re based in Southern California but we love to serve clients nationwide!!