Frequently Asked Questions

A bookkeeper handles the day-to-day tracking of your business finances. That includes recording income and expenses, categorizing transactions, reconciling accounts, and making sure your books are accurate and up to date.

An accountant typically takes a broader, more analytical role. Accountants use the financial data prepared by bookkeepers to help with things like tax preparation, financial reporting, budgeting, and strategic planning.

In simple terms:
Bookkeepers manage the details. Accountants interpret the bigger picture.

At my firm, I specialize in both - so you get the accuracy of professional bookkeeping with the strategic insight of an experienced consultant.

North Shore Accounting Solutions has experience working with clients in various industries, including healthcare, real estate, investments, construction, hospitality, inn keeping, restaurants, and retail.

Whether you're a startup, growing company, or established business, I tailor my services to fit your specific needs and goals. 

Most of my clients choose to work with me virtually, which allows for maximum flexibility and efficiency. However, for local clients on the North Shore of Massachusetts, I’m happy to offer in-person meetings at my office in Danvers. We’ll find the setup that works best for you. 

My pricing is customized based on the unique needs and complexity of each business. No two businesses are the same, so I take the time to understand your operations, goals, and the level of support you need.

After a complimentary 30-minute consultation, I’ll provide a clear proposal outlining the services recommended and the associated cost - whether it’s hourly, project-based, or a flat monthly rate for ongoing support.

There are no surprise fees, and no obligation. Just honest, transparent pricing designed to fit your business and help you grow.

I work with industry-standard tools like QuickBooks and QuickBooks Online, which are widely trusted for their accuracy, reliability, and ease of integration with other systems. Whether your business is already using QuickBooks or you're just getting started, I can help you make the most of it.

For clients who prefer a simpler or more customized approach, I also use Excel for reporting, budgeting, and other financial tracking needs. Whether your business is fully digital or still working with more traditional systems, I can adapt to meet you where you are.

During onboarding, my goal is to make the process as smooth and straightforward as possible. We’ll start with a complimentary consultation to get a clear understanding of your business, goals, and current financial systems. From there, I’ll request any necessary documents or access to relevant systems (like QuickBooks or Excel files).

Next, I’ll perform an initial review to identify opportunities for improvement, clean-up needs, or any missing information. I’ll also walk you through my process so you know exactly what to expect going forward—whether that’s monthly bookkeeping, tax prep, or business consulting.

You’ll always have a clear picture of timelines, deliverables, and how we’ll communicate. I believe in building long-term partnerships based on transparency and trust.

Absolutely! Many business owners come to me needing help organizing or cleaning up their books—especially if things have fallen behind. Whether you need a little catch-up or a full overhaul, I can help get everything back on track and accurate. 

Definitely. I regularly collaborate with CPAs, tax preparers, and financial advisors. If you already have a trusted team in place, I’ll gladly coordinate with them to ensure your books and taxes are aligned and everything runs smoothly. 

If you don't have an existing team to support you, I can gladly share my resources and relationships with some of the best professionals in the area.

Both! I offer ongoing bookkeeping and consulting packages, but I also take on one-time projects. Whether you need help reviewing financials, preparing for a loan, or setting up your systems, I’m happy to jump in where you need support. 

Yes! As part of my business consulting services, I help clients build customized budgets and financial forecasts. These tools can help you make informed decisions, plan for growth, and identify opportunities or challenges ahead of time. 

Outsourcing your bookkeeping allows you to focus on growing your business while ensuring your financials are accurate and up to date. You’ll save time, reduce errors, stay compliant, and gain access to valuable insights that can help you make better decisions.