Frequently Asked Questions

What does a bookkeeper do for small businesses?

A bookkeeper helps keep your financial information organized and accurate. I record income and expense transactions, reconcile accounts, prepare reports that show how your business is performing, and many other necessary tasks. My goal at Little Ledgers is to bring clarity to your finances so you can make confident, informed decisions.

Do I need a bookkeeper if I already have a CPA or tax preparer?

Yes! A CPA focuses primarily on taxes, while a bookkeeper manages the ongoing, day-to-day maintenance of your financial records. I make sure your books are current and accurate so your CPA has everything they need when it’s time to file taxes, saving you money, time, and stress.

How often will my books be updated?

I typically review client books weekly and every month has a “month-end” review, though more frequent updates are available if needed. Each month you’ll receive reconciled accounts, accurate financial statements, and a clear summary of your business’s financial position.

Can you help me clean up messy or overdue bookkeeping?

Absolutely! I specialize in transforming disorganized or outdated books into clear, accurate records. If your financials are behind, I’ll review them carefully to identify errors, organize transactions, and reconcile your accounts so everything aligns. If a full reset is the best solution, I can quickly rebuild your books to ensure everything is set up correctly and ready to function smoothly going forward.

Do you work with QuickBooks Online?

Yes. I work exclusively in QuickBooks Online and can assist with setup, cleanup, and ongoing maintenance. I also provide guidance so you feel comfortable accessing and understanding your financial reports.

What areas do you service?

I proudly serve small business owners in San Diego, California and Connecticut, along with nearby areas including Los Angeles, Orange County, and Temecula on the West Coast and Rhode Island, Massachusetts, and New York on the East Coast.

Because my bookkeeping services are fully virtual, I’m also able to work with clients throughout the United States who want organized books, accurate financials, and a trusted professional to help their business thrive.

Whether you prefer working with someone local in San Diego or Connecticut or need a reliable remote bookkeeper for your small business, I’ll make your finances feel calm, clear, and easy to manage, no matter where you’re located.

What types of businesses do you work with?

I work with a variety of small businesses, including salons, independent service providers, boutique retailers, and professional offices. My focus is on helping business owners who want reliable, stress-free bookkeeping and clear insight into their finances, which all businesses benefit from!

Can I work with you if my business isn’t located in San Diego or Connecticut?

Yes. Although I love supporting local businesses in San Diego and Connecticut, all of my bookkeeping services are virtual. That allows me to work with clients anywhere in the United States.

What’s the difference between bookkeeping and accounting?

Bookkeeping focuses on accurately recording and maintaining your financial data. Accounting uses that information for analysis, strategic planning, and tax preparation. Bookkeeping is the foundation that supports sound accounting decisions.

How much does monthly bookkeeping cost?

Pricing varies depending on your business size and transaction volume, as well as add-on services. Most clients invest between three hundred and eight hundred dollars per month for full-service bookkeeping and advisory, which includes reconciliations, reporting, and ongoing support. You can learn more about the specific services I offer by visiting the Services Offered page.

How do I get started with Little Ledgers?

You can schedule a discovery call or fill out the contact form on my website. I’ll review your current setup, learn about your goals, and create a customized plan that fits your business needs.