Frequently Asked Questions

A collection of simple and honest answers to help you feel comfortable working with Gentle Balance Co.

  • A beginner bookkeeper focuses on the essential tasks that keep your books organized and accurate. This includes categorizing transactions, reconciling accounts each month, and maintaining a clear structure inside QuickBooks Online. My goal is to keep your financial information steady, consistent, and easy to work with.

  • No. I offer essential bookkeeping support only. I do not prepare taxes, offer tax advice, or provide financial strategy or analysis. My focus is on keeping your books clean, organized, and ready for you or your tax professional.

  • If your transactions pile up, your books are behind, or you feel stressed when tax season approaches, monthly bookkeeping can make everything feel more manageable. It gives you a steady routine and a consistent flow of support throughout the year.

  • Catch up work is a one time service that brings past periods of bookkeeping up to date. If things are months behind, I will help organize and reconcile your books so we can move forward with a fresh and clean starting point.

  • Once you decide to work together, I will send a simple onboarding questionnaire and checklist. You will need access to your QuickBooks Online account and your business bank and credit card transactions. I keep the process very clear and beginner friendly.

  • No. I work exclusively in QuickBooks Online so I can provide consistent, clear bookkeeping support for every client. If you're not set up there yet, I can guide you through getting started.

  • Not at this stage. My focus is on the essential bookkeeping tasks that keep your books clean and organized. As I grow, I may offer more educational support, but for now I keep things simple and centered on accuracy and consistency.

  • I keep communication calm, friendly, and straightforward. Email works best, and I check in if I ever need clarification about your transactions. You will always know where things stand.

  • Pricing depends on the size and activity level of your business. I will offer clear, beginner friendly pricing that reflects the level of support you need. A full pricing guide will be available soon.

  • You can choose what works best for you. I offer two options. You can begin with a three month commitment or skip the commitment with a one time onboarding fee. Both choices support a steady and organized start to your bookkeeping.

  • Yes, but only through essential bookkeeping. I will keep your books organized and reconciled so your tax professional has clear information. I do not file taxes or offer tax planning services.