Frequently Asked Questions
Do you work with businesses outside of Louisiana?
Yes. The Small Biz Doctor is based in Lake Charles, Louisiana, but we provide virtual
bookkeeping services to clients nationwide using secure cloud-based technology.
What types of businesses do you work with?
We specialize in bookkeeping for solopreneurs and service-based businesses, including:
● Consultants
● Coaches
● Therapists
● Freelancers
● Virtual Assistants
● Marketing Agencies
● Content Creators
● Other professional service providers
Do you work with restaurants, retail stores, or inventory-based businesses?
Our services are designed specifically for solopreneurs and service-based businesses. If your business has inventory, complex payroll, or industry-specific accounting needs, we may not be the best fit.
Why is the Financial Health Diagnostic Review required?
Every new client begins with a Financial Health Diagnostic Review so we can assess the accuracy and condition of your bookkeeping before recommending services.
This allows us to:
● Identify errors
● Determine whether cleanup is needed
● Provide accurate pricing
● Develop a bookkeeping plan tailored to your business
How much does the Financial Health Diagnostic Review cost?
The Financial Health Diagnostic Review is a one-time fee of $350
What if my books are behind?
No problem. If your books require catch-up or cleanup work, we'll provide a customized proposal after completing the
Diagnostic Review.
Cleanup services start at $300 per month behind and vary based on complexity.
How much does monthly bookkeeping cost?
Monthly bookkeeping services start at $300 per month.
Final pricing depends on factors such as:
● Number of accounts
● Transaction volume
● Condition of your books
● Overall complexity
What is included in monthly bookkeeping?
Monthly bookkeeping includes:
● Transaction categorization
● Bank account reconciliations
● Credit card reconciliations
● Monthly Profit & Loss Statement
● Monthly Balance Sheet
● Email support
● Year-end tax preparer support
Do you prepare tax returns?
No. We focus exclusively on bookkeeping services.
However, we work closely with tax professionals and can provide organized financial reports to help streamline tax preparation.
What bookkeeping software do you use?
We primarily work with QuickBooks Online.
How often will I receive financial reports?
Clients receive monthly financial statements, including a Profit & Loss Statement and Balance Sheet.
How do we communicate?
We primarily communicate through email and secure client portals. Virtual meetings can be scheduled as needed.
How do I get started?
Getting started is simple:
1. Schedule your Financial Health Diagnostic Review.
2. We assess your books and provide recommendations.
3. If needed, we complete cleanup work.
4. We transition you into ongoing monthly bookkeeping.
Our Reviews
★★★★★
Ms. King performed a QBO Clean Up for a very special client of mine. She went above and beyond her position as a Bookkeeping Expert to make sure the project was completed on time and with full excellency. She was extremely easy to communicate with and had answers for me each time I reached out to her. She gave reports of her status on the project to keep me informed at all times. I plan to work with her again. I would highly recommend her as a Clean Up professional and a Bookkeeper who knows the skills needed to succeed in this industry.
-Entrepreneur Orchid Index-KTI
★★★★★
Cherrelle is extremely knowledgeable and her QuickBooks background made the entire process seamless. Because our firm operates similarly to QuickBooks, she caught on right away and required minimal guidance. I'm very pleased with her work and plan to continue working with her.
-Blk Sunflower Diagnostic Review
★★★★★
Good experience with her.
Experienced Bookkeeper to do Clean Up for 990 Prep
★★★★★
Help me close the books?
Cherrelle's not only the expert I was looking for, but she was INCREDIBLY friendly and patient with me. She was super clear and concise but also detail oriented. She took notes and followed up afterward! I'm so grateful and it was such a good experience that I didn't wanna get off the phone.
★★★★★
Tim has worked on my electrical problems a few times. He has always done a thorough and professional job. I would highly recommend him!
-Ellen B. A.
★★★★★
THJ just completed my electrical work for my kitchen remodel and also some electrical repair work for our neighborhood association; I cannot give enough praise for the expertise, knowledge, and pricing. Outstanding work and quality! Thank you THJ!
-David F.
★★★★★
Ms. King performed a QBO Clean Up for a very special client of mine. She went above and beyond her position as a Bookkeeping Expert to make sure the project was completed on time and with full excellency. She was extremely easy to communicate with and had answers for me each time I reached out to her. She gave reports of her status on the project to keep me informed at all times. I plan to work with her again. I would highly recommend her as a Clean Up professional and a Bookkeeper who knows the skills needed to succeed in this industry.
-Entrepreneur Orchid Index-KTI
