Frequently Asked Questions

What’s the difference between a bookkeeper and a CPA?

A bookkeeper keeps your books accurate and current all year: recording transactions, reconciling accounts, and preparing your monthly financial reports. A CPA usually steps in at tax time to prepare and file your return. I’m a bookkeeper, not a CPA, and I don’t prepare taxes. What I do is make sure your CPA gets clean, organized books, so tax season isn’t a scramble.

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Who do you work with?

Veterinary practices are my specialty: general practice, emergency, specialty, and surgical clinics and hospitals. Since 2025, I’ve also worked with other service businesses. I’m based in South Carolina, but I work remotely with clients anywhere in the US.

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Why does a veterinary practice need a specialized bookkeeper?

Because the details matter. I have over 30 years in veterinary medicine, including nearly 20 years running my own practice, so I know where veterinary books tend to go wrong. Equipment never gets depreciated. Loan payments get booked as one big expense instead of being split into principal and interest. Seasonal cash flow swings catch owners off guard. A generalist may not know to look for any of that.

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What software do you use?

QuickBooks Online. If you’re already using it, I’ll pick up right where you are. If you’re not, I can set it up for you with a veterinary-specific chart of accounts.

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My books are behind. Can you help?

Yes, and you’re not alone. It’s one of the most common reasons owners reach out to me. I offer QuickBooks cleanup to get past months (or years) caught up and accurate, and then we keep them current going forward.

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What’s included each month?

It depends on your plan, but every bookkeeping plan includes monthly reconciliations, monthly financial statements, a one-on-one review meeting, and email and phone support. At year end, you’ll get a package that’s ready to hand to your CPA.

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Will you help me understand my numbers?

Absolutely. Most practice owners were never shown how to read a profit and loss statement, balance sheet, or cash flow statement. Our monthly meetings are where we walk through them together, so you can use your numbers to make real decisions, like whether you can afford to hire.

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Do you handle payroll?

Yes. Payroll processing is available as an add-on to any bookkeeping plan, and I can prepare and file your 1099s too.

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How much does it cost?

Monthly bookkeeping plans start at $550 a month, depending on how many transactions and accounts your practice has. Business advising plans include monthly bookkeeping and start at $1,450 a month. You’ll find the full details on my Services page.

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How do we get started?

Schedule a bookkeeping review. We’ll talk through where your books stand, what’s working, and what needs attention, and I’ll recommend the plan that fits your practice.