FAQ

Questions, answered

Everything you might want to know about working together — in plain language.

About Simple Advice Bookkeeping

Who We Serve

Problems We Solve

Services and Partner Tiers

The Mission-Driven Business Health Check

Discovery Call

Mission Sustainability Audit™

Projects and Systems

The MiSOS™ Framework

Bookkeeper vs. Accountant

QuickBooks

Getting Started and Contact

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Questions, answered

About Simple Advice Bookkeeping

Who is Simple Advice Bookkeeping?

What does “Illuminate the Path. Simplify the Journey.” mean?

Where are you located?

What makes you different from a regular bookkeeper?

Who is Melissa?

Who We Serve

What kinds of businesses do you work with?

Do you work with pet care businesses?

Do you work with therapists or wellness practices?

Do you work with nonprofits?

My business isn't on your list. Can you still help?

Do you work with very small or one-person businesses?

Problems We Solve

I don't really know my numbers. Can you help?

Everything in my business depends on me. What can I do?

I'm doing too much by hand. Can you automate things?

I feel burned out running my business. Can you help with that?

How do I know which problem to start with?

Services and Partner Tiers

What services do you offer?

What is the Foundation Partner tier?

What is the Growth Partner tier?

What is the Mission Operations Partner tier?

How much do your services cost?

Can I change tiers later?

The Mission-Driven Business Health Check

What is the Health Check?

What does the Health Check measure?

What questions does the Health Check ask?

How is my score calculated?

What do the results mean?

What happens after I take it?

I didn't get my results email. What should I do?

Is my information kept private?

Can I take the Health Check again?

Is the Health Check really free?

My score is low. Does that mean my business is in trouble?

Do I need to use QuickBooks to work with you after the Health Check?

Discovery Call

What is a discovery call?

Will you try to sell me something?

What will we talk about?

Do I need to prepare anything?

Is the call free?

Mission Sustainability Audit™

What is the Mission Sustainability Audit?

What's included in the audit?

How much does the audit cost?

What happens after the audit?

How is the audit different from the free Health Check?

Projects and Systems

Do you take on one-time projects?

What kinds of projects do you do?

My books are behind. Can you catch them up?

What is an SOP and why do I need one?

Do I need to be good with technology?

The MiSOS™ Framework

What is MiSOS?

What are the six pillars of MiSOS?

Can you explain each pillar simply?

What are Mission Operations Playbooks?

Bookkeeper vs. Accountant

What's the difference between a bookkeeper and an accountant?

Do you work with accountants?

Do you do taxes?

Can you give me tax or legal advice?

QuickBooks

Do you work in QuickBooks?

Can you teach me how to use QuickBooks?

I already use QuickBooks but it's a mess. Can you help?

I don't use any software yet. Is that okay?

Can you connect QuickBooks to my other tools?

Getting Started and Contact

How do I get started?

How do I book a call?

How can I contact you directly?

Can I talk to a real person?

What are your hours?