Frequently asked questions.
FAQ — Coastline Bookkeeping, Inc.
GENERAL QUESTIONS
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I work with a wide range of industries including general contractors, framers, electricians, plumbers, painters, beauty professionals, therapists, service-based businesses, and individuals who need personal financial organization.
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Yes. I offer secure remote bookkeeping using QuickBooks Online, AnyDesk, and other encrypted platforms.
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If you are located in Cloverdale, CA or Sonoma County/North Bay, in-person meetings can be arranged upon request.
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I primarily use QuickBooks Online but can assist with QuickBooks Desktop, Wave, and other tools if needed.
SERVICES & SUPPORT
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Monthly bookkeeping, cleanup & catch-up work, payroll management, AP/AR, job costing, 1099s, budgeting, personal financial organization, QuickBooks setup, and custom reporting.
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Yes. I offer personal financial organization, budgeting, and monthly tracking.
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Depending on your plan, we can meet weekly, monthly, or quarterly. Email and text support are included based on your package.
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Absolutely. Cleanup and catch-up bookkeeping is one of my specialties. Whether you're months or years behind, I can bring everything current.
PRICING & PAYMENTS
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Packages start at:
• $350/month — Starter Bookkeeping
• $550/month — Growing Business
• $850–$1,200/month — Full Service
• Cleanup projects start at $1,000
See the Pricing & Packages page for full details. -
Yes — special projects and advisory sessions are billed at $135/hour.
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During your free consultation, I review your accounts, transaction volume, and needs to recommend the right plan.
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No. Services are month-to-month and flexible as your business grows.
ONBOARDING & GETTING STARTED
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Book your free consultation
Complete the intake form
Receive a tailored quote
Begin onboarding
I make the whole process simple and stress-free.
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We review your bookkeeping needs, any cleanup required, service options, and next steps.
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Bank/credit card statements, QuickBooks access, payroll info (if applicable), previous tax returns and any previous bookkeeping files.
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Most businesses onboard within 1–2 weeks depending on complexity.
SECURITY & DATA PROTECTION
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Yes. I use encrypted, secure platforms including QuickBooks Online and AnyDesk to protect your financial data.
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Yes. I provide full confidentiality and can sign NDAs on request.
PAYROLL & TAX
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I do not file income tax returns, but I prepare your books to be fully tax-ready and work closely with your CPA if needed.
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Yes. I manage payroll or help with setup using platforms like QuickBooks and Gusto.
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Yes — I prepare and file 1099s for your contractors.
Still have questions? I’m happy to help.

